- Bank of America (The Woodlands, TX)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- JPMorgan Chase (Plano, TX)
- …Wealth Management (JPMWM)** is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, JP ... Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary… more
- JPMorgan Chase (Houston, TX)
- …tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged ... asset growth, guaranteed income, and financial security for their families and businesses. The Life...of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical… 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
- 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
- TXNM Energy (Texas City, TX)
- …cyber security training. Annual cyber security training is also required. Given the financial nature of this position, this position may be required to obtain a ... not limited to, generation, transmission, distribution, fuels, system planning, financial and regulatory issues, asset utilization, and environmental controls and… more
- Sysco (Houston, TX)
- …actions. + Collaborate with the business planning team to ensure accurate financial forecast and continuously explore new tools and technologies that can enhance ... and establish cost conscious culture within development teams. + Drive financial efficiency and transparency across Sysco's Hybrid Cloud platforms, directly… more
- CVS Health (Austin, TX)
- …CVS Heart at Work principals ensures success! Key Responsibilities: . Advisor to external stakeholders (Business, Sales, Account Mgmt., Marketing, Technology, etc.) ... on how to effectively navigate the digital intake process. . Advisor to internal digital stakeholders (Professional Services, Product, Engineering, Architecture,… 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