- Sharecare (Austin, TX)
- …relationship building skills. The Provider Sales Manager will serve as a trusted advisor and subject matter expert on Provider Solutions related solutions and have a ... to align solution design with clients' business requirements + Serve as a trusted advisor and subject matter expert to both clients and operations team members +… more
- Palo Alto Networks (Dallas, 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 ... revenue, utilization, delivery quality, customer satisfaction, and Security Transformation Program (STP) contribution + Lead the ongoing maturation of cloud… more
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...staff and attend required Deloitte Tax LLP and sector-specific training . The Team As global leaders in providing professional… more
- Hanson Professional Services Inc. (Austin, TX)
- …while ensuring compliance with TXDOT standards. + **Budget Management** : Achieve financial targets and adapt project constraints based on thorough financial ... success in this role: **Skills:** + Proven ability to act as a trusted advisor , nurturing client relationships with TXDOT to drive repeat business. + Experienced in… more
- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... the Lead level, you will serve as a strategic advisor , bridging Corporate Affairs with the Property & Casualty...corporate strategy and business goals. + Provides mentorship and training to team members, supporting their development. + Ensures… more
- First Horizon Bank (Dallas, TX)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... of bank's lending policies and regulatory requirements + Provide mentoring and training to other bank associates + Maintain proper house-holding of relationships +… more
- JPMorgan Chase (Plano, TX)
- …will oversee the global control framework and be trained and developed into a trusted advisor for the teams we support. Additionally, you will have access to a wide ... your network in this exciting and rapidly evolving field within the financial services industry. **Job responsibilities:** + Support the team centralization efforts… more
- USAA (Plano, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... this position. **What you'll do:** + Develops business process deliverable program plans that align customer, business deliverable and enterprise strategy. Ensures… more
- Huron Consulting Group (Houston, TX)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more
- USAA (Plano, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... align HR strategy with operational and strategic priorities. Serving as a trusted advisor and change champion, you will provide coaching and guidance to leaders… more