- ADP (Houston, TX)
- …you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance?** + ... set you up for success as you manage your book of business. Daily, you will leverage tools, technology...+ **Trusted Advisor.** You build relationships, live integrity, and deliver on promises every time. + **Relevant Experience.** 5+… more
- NCR VOYIX (Austin, TX)
- …we the leader in the market segments we serve and the technology we deliver , but we create exceptional consumer experiences in partnership with the world's leading ... enterprise. How You'll Make an Impact: + Own a book of business and drive revenue growth through expansion,...Identify and qualify new revenue opportunities within your existing book of business + Track activity and forecast with… more
- Bank of America (Frisco, TX)
- …every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys ... all product lines (ie, Credit, Assets Under Management, Deposit) into existing book of business + Leads complex credit opportunities, including structured credit… more
- Citigroup (Irving, TX)
- …priorities for CCC Architecture, status updates on current and upcoming book of work, defects prioritizations and escalations. + Developing communication model ... platforms + Primary point of contact for CCC technology book of work and ensure prioritization criteria are defined...and ensure prioritization criteria are defined and evolved to deliver enhancements as per agreed timeline + Running working… more
- Bank of America (Houston, TX)
- …a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career ... across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability… more
- Vanguard (Dallas, TX)
- …additional financial planning support. + Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why You'll ... + Five years of advisory experience, specifically in advice planning, book of business management, and relationship management. + Shown experience managing… more
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews * Manage...behalf of the firm; not required to build own book of business * Commitment to culture requires a… more
- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews + Manage...behalf of the firm; not required to build own book of business nor develop new prospects + Commitment… more
- ADP (Houston, TX)
- …you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance?_** + ... set you up for success as you manage your book of business. You'll spend most of your time...**Trusted Advisor** **.** You build relationships, live integrity, and deliver on promises every time. A college degree is… more
- WTW (Houston, TX)
- …WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power ... with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend… more