- PenFed Credit Union (San Antonio, TX)
- …The primary purpose of this job is to learn how to become a trusted advisor to our members and assist with the appropriate decision of mortgage or home equity ... in classroom training to learn about various mortgage products, member engagement , compliance, mortgage rules and regulations, loan origination systems and sales… more
- Oracle (Austin, TX)
- …We are seeking a **VA VISN Regional Executive** to lead government engagement and manage deployment efforts within a designated Veterans Integrated Service Network ... (VISN). This executive-level role is responsible for acting as a trusted advisor to regional Veterans Affairs (VA) leadership and ensuring delivery of standardized… more
- City National Bank (Austin, TX)
- …Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Deloitte (Austin, TX)
- …Deloitte has deep expertise in a subject area and works within an engagement team to identify the organization's needs, defines the business or technology ... pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal...to establish and maintain our status as a trusted advisor . + People Development: Perform role of mentor and… more
- Meta (Austin, TX)
- …end-to-end sourcing, focused on Category Management, Supplier Management, and Stakeholder Engagement .This role offers a rare opportunity to influence how our company ... partners to understand their needs and become a trusted advisor to strategically manage their spend and supplier relationships...to stakeholders and suppliers 10. Serve as a trusted advisor by monitoring industry trends and translating them into… more
- Truist (Dallas, TX)
- …platforms, and content to drive origination activities and maximize banker/ advisor productivity. May own/manage tools/platforms directly and/or in partnership with ... the business is looking to promote. * Developing and managing a client engagement approach that ensures Truist's resources are appropriately directed to the best… more
- Confluent (Austin, TX)
- …and drive technical revenue conclusions. You will act as a strategic advisor to business partners across Accounting, GTM, Product, Legal, and FP&A, providing ... function** as one of the finance organization's subject matter experts and strategic advisor on ASC 606, setting the vision, governance, and roadmap to ensure… more
- Copeland (Austin, TX)
- …new and existing accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for Vilter industrial gas compressor ... relationships with new customers through disciplined prospecting, qualification, and customer engagement process + Drive specification of and preference for Vilter… more
- Marathon Petroleum Corporation (San Antonio, TX)
- …goals and Salesforce best practices. This role will serve as a trusted advisor to internal teams and external clients, collaborating closely with stakeholders to ... vital role in transforming how the business operates through technology-driven customer engagement and operational excellence. This position belongs to a family of… more
- Sysco (Houston, TX)
- …data. + **Cultivate executive and business partnerships** , acting as a trusted advisor to Finance, HR, and Technology leaders to translate business priorities into ... and lead continuous improvement across the portfolio. **Tactical Management** **Business Engagement & Stakeholder Management** + Partner with Finance and HR leaders… more