- Covr Financial Technologies (Houston, TX)
- …and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- 7-Eleven (Irving, TX)
- … Financial Planning Apply Now (https://my7elevenhr.wd12.myworkdayjobs.com/Careers/job/SSC-Irving-TX/Senior-Manager-- Financial -Planning\_R25\_0000008702-1/apply) ... a strategic business partner to executive leadership, providing actionable financial insights, forward-looking Revenue analysis, and data-driven recommendations that… more
- Principal Financial Group (Houston, TX)
- …to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or ... state law to become IAR with Principal Securities, Inc. + Refer to Principal Advisor Network Licensing/Exam Policy for the time frame allowed to obtain the required… more
- TEKsystems (Fort Worth, TX)
- Certified Financial Planner (CFP) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement ... achievement of their goals. + Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification - REQUIRED + MoneyGuide Pro… more
- Capgemini (Dallas, TX)
- Client Partner - Financial Services Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll ... more inclusive world. **Locations: Dallas TX / Raleigh NC** **Overview:** Capgemini's Financial Services Global Business Unit is seeking a seasoned Client Partner to… more
- Oracle (Austin, TX)
- …(SaaS, IaaS, PaaS), GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in ... + Ability to travel to customer locations and internal sessions (25%). Financial Industry Experience: + Understanding of various Banking LOB business models and… more
- Amazon (Dallas, TX)
- …skills. As a Solutions Architect, you will partner some of the world's largest financial services companies, AWS Sales, and several other AWS teams to craft highly ... drive revenue growth across a small set of global financial services customers. As a trusted customer advocate, the...streams that exceed AWS objectives. - Become a trusted advisor by gaining deep knowledge of AWS services, design… more
- Sage (Austin, TX)
- Account Executive - Financial Services Job Description: You've closed complex deals. You've prospected new customers. You've repeatedly met quota. Now what? You will ... makes life easier for small to midsized business and you will be the trusted advisor partnering with prospects to do so. You'll do this by working closely with our… more
- Baylor Scott & White Health (Austin, TX)
- …prior experience._** **ESSENTIAL FUNCTIONS OF THE ROLE** + Serves as a trusted advisor to clinical, financial , and operational business stakeholders to help ... advance strategies across all lines of business. + Develops dashboards, scorecards, and recurring reports that highlight emerging trends and variances; Drives business users toward self-service utilization of analytic products. + Presents analytical results… more
- Capital One (Plano, TX)
- …Payments Advisory Manager **The Anti-Money Laundering (AML) Enterprise Payments Compliance Advisor Manager** performs a key second-line risk management role to help ... within the AML Program framework, the AML Compliance Enterprise Payments Advisor Manager is responsible for delivering quality results, providing compliance advice… more