- Aramco Services Company (Houston, TX)
- …ASC to have in-house expertise in various specialized areas. The Engineering Advisor , Senior Engineering Advisor and Engineering Consultant positions provide for ... specialized areas in which individuals have been previously placed in Advisor and Senior Advisor positions include: Reservoir Simulation, Formulation… more
- BlackRock (Dallas, TX)
- …of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial service field + Demonstrated ability to ... manage client relationships to ensure client satisfaction + Strong presentation skills including the creation of presentation materials in Microsoft PowerPoint and the ability to break down and explain complex topics to key stakeholders + Exceptional written… more
- Edward Jones (Seguin, TX)
- …you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a ... critical member of that team along with the financial advisor . You are the first voice a client hears...them coming a mile away. You and your financial advisor are essential in working together to help your… more
- Principal Financial Group (Austin, TX)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead ...and/or Experience * Bachelor's degree (finance, accounting or related field preferred) * The ideal candidate will have 3+… more
- JPMorgan Chase (Plano, TX)
- …on capital markets as well as investment solutions and work collaboratively with field leadership to implement the US Wealth Management strategy. Your role will be ... pivotal in advisor development, strengthening client satisfaction, and building deep, value-add...Independent initiative, while being flexible and responsive to the field is preferred + Ability to understand complex portfolio… more
- Aramco Services Company (Houston, TX)
- …Aramco maintain in-house expertise in multiple specialized areas. The Engineering Advisor , Senior Engineering Advisor and Engineering Consultant positions ... items, operating procedures, etc. The specialized areas where individuals are placed in Advisor and Senior Advisor positions strongly incorporate AI and data… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... updates for the Regional Director for dissemination to the field during team touchpoints. **Mitigate Risk:** 11. Ensure all...outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of… more
- Fujitsu (Longview, TX)
- …best practices, overseeing the production of deliverables, and establishing trusted advisor status with business and technology stakeholders. Key Responsibilities: + ... - Order to Cash (OTC), Planning, Order Management, Inventory Management, Warehouse Management, Field Service and B2B eCommerce + Expert in the assessment of business… more
- Burlington (Houston, TX)
- …role, you'll act as a strategic HR business partner and trusted advisor to regional and store leadership, blending data-driven insights with practical expertise ... you! **A Day In The Life** Strategic Influence: Act as a trusted advisor to regional and store leadership, leveraging data-driven insights to inform decisions on… more