- The Hartford (San Antonio, TX)
- …agencies, they will cultivate profitable relationships while serving as a trusted advisor . Responsible for crafting and implementing a robust agency management and ... and Agency Sales Plans that align with our strategic initiatives and financial targets, ensuring success in a high-performance sales environment. + Leverage advanced… more
- Amazon (Dallas, TX)
- …requirements and propose effective migration strategies * Acting as a trusted advisor to customers on industry trends and emerging technologies * Sharing knowledge ... services (eg AWS Application Migration Service (MGN), Cloud Migration Factory, Portfolio analysis tooling) and managing large scale data center to data center and/or… more
- MUFG (Irving, TX)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...more details. **MAIN PURPOSE OF THE ROLE** Build trusted advisor relationships with the Regional Business Function Head and… more
- Toyota (Plano, TX)
- …through cross-functional collaboration on Investment and technology spend. Serve as key financial advisor to senior leadership team by enabling ... cost (operating plus capital) for domain OKRs, supported by financial analysis and appropriate productivity metrics. Drives...and management reporting and may also lead and guide Senior Financial Analysts as needed. **What you'll… more
- ADP (El Paso, TX)
- …add to the overall value proposition and client experience of the base. + Financial Analysis : Conducts financial analyses of client relationship and provides ... satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution...dealing with critical client issues. + Works with the Senior Director to develop and implement best practices and… more
- Bank of America (El Paso, 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
- Bank of America (Frisco, TX)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the...+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside… more
- Bank of America (San Antonio, TX)
- …or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking ... or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support.If Series 7, 63/65 or… more
- Lockheed Martin (Fort Worth, TX)
- …IPT leads, senior leadership, and external customers to deliver actionable financial insights, root cause analysis , and corrective action plans that ensure ... development and implementation of corrective action plans, conducting root cause analysis , supporting ongoing financial reporting requirements to internal and… more
- PNC (Houston, TX)
- …investments on the back of analytical rigor. Again, using performance metric and analysis to inform the recommended test and learn agenda. . Assigning analytical ... recommendations and uses influence to build consensus and drive prioritization with senior and executive partners. . Ensures team proactively adapts to and optimizes… more