- CVS Health (Austin, TX)
- …analysis, digital data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to product teams and ... teams to guide multi-month fast-paced projects, establish key milestones driven by market /enterprise need, and direct matrixed teams + Critical thinker with the… more
- ServiceNow, Inc. (Austin, TX)
- …we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of ... will have demonstrated the ability to become a trusted advisor to senior executives and facilitate customer success from...software or Cloud company + Experience working in the Financial Services industry + 3+ years of experience in… more
- NTT America, Inc. (Austin, TX)
- …regional organizational strategy. + Defines the way the sales force will approach the market and to determine the targets that the sales force should achieve and ... Engages with vendors and partners to develop and execute go-to- market strategies to be implemented by sales teams. +...skills to understand your client's business (including commercial and financial aspects) in order to bring value to them… more
- Truist (Fort Worth, TX)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to... and assigned clients. Reply to queries regarding general market information such as quotes and news, as well… more
- Brink's (Coppell, TX)
- …and delivering actionable insights that support business decisions across the Financial Institutions Market . This role will collaborate cross-functionally with ... the Commercial Excellence team, with focus on the FI Market . This role will be responsible for budgeting, forecasting...recommendations for senior leadership + Act as a trusted advisor to the VP Sales ( Financial Institutions)… more
- City National Bank (Austin, TX)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- NTT America, Inc. (Austin, TX)
- …Developing the skills to understand the client's business (including commercial and financial aspects) in order to bring value to them from the company's ... relationships with them, and being seen as a trusted advisor . + Sales solution skills. The knowledge of the...of the company's offerings, client applications, use cases, and market trends and the skill to apply them to… 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
- Palo Alto Networks (Plano, TX)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... healthcare industry use cases and cybersecurity trends in today's market and correlate how top use cases impact Palo...will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... clients first in everything they do. We're creating all-new market locations to help us better reach our clients...Senior Planner will serve as a conduit between the financial advisor , client and the home office… more