- Capgemini (El Paso, TX)
- …of Capgemini as needed (ie Invent, Insights and Data). You will support Go-to- Market teams and align closely with other Global Business Lines and Application ... influence at mid to senior business levels. Working with various levels: VPs, Advisor Partners, Client Communities, Capgemini Bid teams + Experience in working in… more
- Iron Mountain (Austin, TX)
- …business priorities and Iron Mountain's competitive advantages. Establish trusted advisor status with client's senior executives, through development and ... trends, current macro and micro economic climate, competitive awareness, legislation, market intelligence and potential new business ideas to exploit growth… more
- IBM (Dallas, TX)
- …BSS role will own the total TLS portfolio at a set of accounts within the financial services market and be expected to identify, own and close transactions. * ... Brand Sales Specialist comfortably acts as the trusted technical advisor to IBM and /or 3rd party Partner clients....foundational knowledge of IBM TLS Strategy and Routes to Market . * Organizational Skills is a must. **Preferred technical… more
- Thrivent Financial (Dallas, TX)
- …through: - Community engagement and activation activities in partnership with Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks - ... The EL leverages Thrivent's community impact programs, focused on building financial health and inspiring generosity, to enable local relationship development, drive… more
- ServiceNow, Inc. (Addison, 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 ... solution design. They will have demonstrated the ability to become a trusted advisor to senior executives and facilitate customer success from strategic or annual… more
- Vanguard (Dallas, TX)
- About Financial Advisor Services Financial Advisor Services (FAS) is the largest and fastest-growing of Vanguard's four client-facing businesses. FAS ... million individual investors - representing about $3 trillion in assets. Vanguard's financial advisor clients include broker-dealers, asset managers, bank trust… 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
- JPMorgan Chase (Dallas, TX)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as ... This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings,… more
- JPMorgan Chase (Austin, TX)
- …effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience + Foundational knowledge ... business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth...Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these… more
- City National Bank (Houston, 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