- APTIM (Dallas, TX)
- …you will grow backlog, safeguard margin, and cultivate trusted- advisor relationships with key DoD clients. **Key Responsibilities/Accountabilities:** **Focus ... an extensive range of benefits that protect and promote the health and financial well-being of our employees and their families through the APTIM Benefits… more
- TIAA (Frisco, TX)
- …ensures talent development of Advisor Consultants and serves as a mentor and manager for the team. **Key Responsibilities and Duties** + Leads a team of Wealth ... The Divisional Director, Advisor Consultants leads and develops a team of...implementing strategies across all channels to build relationships with financial advisors with a focus on building sustainable organic… more
- Bank of America (Trophy Club, TX)
- …In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... are guided by a common purpose to help make financial lives better through the power of every connection....offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (San Antonio, TX)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- PNC (Houston, TX)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- IBM (Houston, TX)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...studies. Establish client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term… more
- Cayuse Holdings (Austin, TX)
- …that solutions meet benchmarks for scalability, risk mitigation, and financial efficiency, while aligning with client expectations and organizational standards. ... As a trusted advisor for technical services, the Enterprise Architect III exemplifies...Construct specific solutions, including scope documents, risk assessments, and financial models, ensuring alignment with organizational best practices. +… more
- Houston Methodist (Houston, TX)
- …care and ensures prompt notification of any denials to the appropriate case manager , denials, and pre-bill team members, as well as management. **PEOPLE ESSENTIAL ... by analyzing clinical protocols. + Escalates appropriate cases to the Physician Advisor (or services) for appropriate second level review, peer-peer discussions, and… more
- IBM (Austin, TX)
- …pipeline management and demand generation ~3x of signing targets. * Be a trusted advisor to our clients, LCP to drive AWS migration projects to deliver clients ... * Establish client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term...to this work arrangement must be preapproved by your manager before any changes are made. This Job can… more
- MSys Inc. (Austin, TX)
- …LOCAL ONLY candidates for this position. Subject to change per manager . Description: Responsible for translating the clients business requirements into specific ... systems, applications or process designs with interlocked financial modeling for very large complex technical solutions. Analyzes customer service requirements and… more