- Palo Alto Networks (Dallas, TX)
- …and project management skills, with a proven ability to act as a trusted advisor to senior security leaders. + Experience developing and executing customer ... 42 Managed Services, you will serve as a trusted advisor to our customers, ensuring they successfully adopt and...drive adoption to ensure they maximize their return on investment and achieve their security objectives. + Establish and… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...procedures. The Director is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Charles Schwab (Westlake, TX)
- …including cryptocurrency and blockchain-based assets such as stablecoins, for registered investment advisors and their clients. This role will partner across the ... organization to design, deliver, and continuously enhance a comprehensive advisor and client experience for digital assets in Advisor Services. Post-launch, the… more
- PagerDuty (Austin, TX)
- …demonstrated a track record in a modern SaaS company by hiring and developing experienced team members, in creating a culture of customer centricity, and ... win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key… more
- Innovapptive (Houston, TX)
- …Freshworks and many more!. Recently in May 2023 Innovapptive raised a Series B investment led by Vista Equity Partners ("Vista"), a leading global investment ... participated in the round. Vista is a leading global investment firm with more than $96 billion in assets...Platform. The successful candidate will act as a trusted advisor to key customer stakeholders, ensuring the alignment of… more
- CGI Technologies and Solutions, Inc. (Westlake, TX)
- … banking, wealth management or alternative investments. . Knowledge of intermediary investment business preferred. . Familiarity with advisor clients, BD and ... empowering team members who you do not directly manage. You are motivated by developing quality and scalable data solutions. This role must be performed onsite in… more
- Oracle (Austin, TX)
- …Equity firms. The ideal candidate will have a strong understanding of PE investment strategies, excellent relationship-building skills, and a proven track record of ... developing strategic partnerships within the PE ecosystem. Key Responsibilities:...and client feedback to optimize strategies. Understand PE firms' investment strategies and value-creation goals to tailor sales pitches.… more
- Oracle (Austin, TX)
- …Oracle support vehicles including Customer Connect. + Develop and maintain trusted advisor relationship with the engagement Delivery Lead and client. + Accountable ... (internal and external) and Oracle support function levels. + Experience in developing and motivating project leaders and high-performing project teams in various… more
- Oracle (Austin, TX)
- …with the client, at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. ... The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and...REST using XML/JSON Payloads) 7. Deep understanding and experience developing enterprise applications with HTML5 and CSS3 8. Excellent… more
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