- Bank of America (San Antonio, TX)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior… more
- HUB International (Houston, TX)
- …a dynamic opportunity for an experienced professional to proactively manage a designated book of business in the employee benefits sector. Serving as the primary ... will bring a blend of customer service, administration, and sales skills to deliver exceptional support to clients. **Principal...Occasional travel may be required to meet client needs. ** Education and Experience:** + 3+ years of experience in… more
- WM (Houston, TX)
- …key WM stakeholders as well as WMRE Operations teams. + Executes agreed-upon sales , and hedging strategies while managing the risk around WMRE's power portfolio. + ... + Manage WM Renewable Energy's Renewable Energy Credit (REC) book . + Implement and optimize the power hedging strategy...of the qualifications necessary to perform the job. A. Education and Experience Required: Bachelor's degree or equivalent with… more
- Reyes Holdings (Manor, TX)
- …making timely adjustments with suppliers + Track and expedite orders, adjust book inventories, and review daily quantities + Report daily inventory levels, generate ... monthly sales and inventory reports, and input required information into...President of Operations + Other duties as assigned Required Education and Experience: + High School Diploma/General Education… more
- SitusAMC (Houston, TX)
- …and all related setup in different systems + Calculate and manage monthly sales commissions and partner revenue shares + Manage and prepare accurate monthly ... packages in division, line of business, business unit. + Book month-end Journal entries related to accruals, reclasses and...+ Bachelor's degree in accounting or equivalent combination of education and experience + 6+ years of industry and/or… more
- …* Meets production targets that impact overall company revenue goals. * Develops a book of business consistent with AMP program goals for assets under management and ... three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments. ~or~ * An equivalent combination… more
- FREEMAN (Dallas, TX)
- …to account growth and successful project delivery. + Works closely with clients, sales staff, operations, and project managers to develop event designs and to ... and cues. + Generates and maintains a comprehensive production book and schedule for each event. + Coordinates logistics...industry trends and knowledge. + Other duties as assigned. ** Education & Experience** + High school diploma or equivalent… more
- Raymond James Financial, Inc. (Austin, TX)
- …* Meets production targets that impact overall company revenue goals. * Develops a book of business consistent with AMP program goals for assets under management and ... three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments. ~or~ * An equivalent combination… more
- Sumitomo Pharma (Austin, TX)
- …returns, tax provision, and various audits. + Maintain and reconcile tax depreciation ( book /tax fixed assets). + Prepare provision to return true-up for both federal ... complex tax issues and document positions with supporting analysis. + Prepare sales /use tax, VAT, property tax, and other indirect taxes compliance (including… more
- Wells Fargo (Austin, TX)
- …a combination of the following: work experience, training, military experience, education + 3+ years of experience building and maintaining effective relationships ... verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo… more