- 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 ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare… more
- ADP (San Antonio, TX)
- …**.** You can work independently, as well as collaborate with other ADP Sales Associates. + **Trusted Advisor ** **.** You build relationships, live integrity, ... ADP is hiring a ** Sales Representative for Retirement Services** . + **_Are...Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are… more
- Bank of America (Trophy Club, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- ADP (Houston, TX)
- ADP is hiring a **Workforce Management** ** Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside ... In this role, you will partner with the current sales team sell Workforce Management (time and attendance) technology...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Amazon (Dallas, TX)
- …collaboratively to drive results by partnering with AWS customers, AWS field sales executives, and other internal stakeholders to empower our customers to evolve, ... meet customer business outcome and goals * Partner with Sales and PE BD to manage Success Criteria and...Teams, Finance, Legal, etc.) * Act as a trusted advisor in the development of the commercial strategy of… more
- First Horizon Bank (Houston, TX)
- …Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. + Sales Leadership: Support a high-performing culture by ... listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their … more
- Palo Alto Networks (Frisco, TX)
- …involved in the agreement process (finance, legal, order management, etc.) on behalf of sales - Personally services as a trusted advisor to field sales ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...customers and increase the effectiveness and productivity of our sales teams. The right person for this job has… 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...insurance and retirement industry, and can effectively manage between sales and service support needs of the product. Job… more
- Cognizant (Austin, TX)
- …Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail and CPG space supporting Salesforce ... client base, this role supports the entire customer lifecycle - from pre- sales solutioning through post-go-live adoption and expansion. You will bring deep industry… more
- Capital One (Plano, TX)
- …carrying out client analysis and proposals; requiring minimal guidance from the sales leader. **Responsibilities:** + Consistently meet annual financial goals & ... prospecting new-to-bank relationships. The TMC on the Treasury Management Sales team will work to identify ways to improve...One's brand in the marketplace. Seen as a trusted advisor , the TMC works closely with commercial clients to… more