- Logitech (Austin, TX)
- …to do it in their own way. **About the Team and Role:** The Product Category Financial Analyst will act as a key partner to the Logitech for Business product and ... portfolio team, providing financial reporting, insights, and recommendations that influence growth strategies...Prepare insightful reports on revenue, margin performance, cost of sales . + Monitor KPIs across portfolio, analyzing variances and… more
- City National Bank (Houston, TX)
- …Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist ... of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective...Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years… more
- Capgemini (Dallas, TX)
- …brand equity through blogs, tradeshows, and social platforms, CxO Breakfasts, and other Pre- sales opportunities + Ability to articulate value prop of IA tools and ... influence at mid to senior business levels. Working with various levels: VPs, Advisor Partners, Client Communities, Capgemini Bid teams + Experience in working in… more
- TIAA (Frisco, TX)
- …key trends and corresponding opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are ... 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
- Thrivent Financial (Austin, TX)
- …record of attracting, selecting, and developing financial advisors. + Experience hiring financial advisor on teams. + Once financial advisors are ... pipeline to support the market capacity growth and total sales objectives through advisor referrals and community...understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record… 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 ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- JPMorgan Chase (Plano, TX)
- …Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP ... US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You… more
- Brink's (Coppell, TX)
- … insights into actionable recommendations for senior leadership + Act as a trusted advisor to the VP Sales ( Financial Institutions) and team, providing ... Job Description This role will serve as a strategic advisor and analytical partner within the Commercial Excellence team,...execution + Work directly with members of the FI Sales team to improve understanding of financial … 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 ... planning and book transitions to Advisors. 17. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and… more
- Palo Alto Networks (Plano, TX)
- …offerings. The healthcare architect will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos most strategic ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...healthcare provider clients. The healthcare advisor should be very comfortable in creating content, collateral,… more