- City National Bank (Austin, TX)
- …Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues… more
- Logitech (Austin, TX)
- …is a critical leadership role responsible for overseeing and optimizing the financial planning , analysis, and management of Logitech's operational expenses ... company's financial priorities and growth initiatives. + ** Financial Planning & Analysis (FP&A):** Lead the...optimization discussions. + **Business Partnering:** Serve as a trusted financial advisor , providing proactive financial … more
- Charles Schwab (Westlake, TX)
- …the United States on a full-time basis without employer sponsorship.** Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, ... over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center… more
- Insight Global (Fort Worth, TX)
- …this role, this individual will focus on delivering comprehensive investment and financial planning support. Key responsibilities include executing trades and ... operations, and driving process improvements to enhance trading and planning systems. We are a company committed to creating...discipline preferred - Experience most recently working as a Financial Advisor with Certified Financial … more
- JPMorgan Chase (Plano, TX)
- …in Practice Management **Behaviors of Business Development, Business Management, Financial Planning , Investment Acumen, Relationship Management and Service.** ... client contact strategies, book segmentation, implementing strong business processes, and financial planning + Exceptional written skills and strong executive… more
- TXNM Energy (Texas City, TX)
- …including, but not limited to, generation, transmission, distribution, fuels, system planning , financial and regulatory issues, asset utilization, and ... areas including, but not limited to, generation, transmission, distribution, system planning , financial and regulatory issues, asset utilization, and… more
- TXNM Energy (Texas City, TX)
- …areas including, but not limited to, generation, transmission, distribution, system planning , financial and regulatory issues, asset utilization, and ... areas including, but not limited to, generation, transmission, distribution, system planning , financial and regulatory issues, asset utilization, and… more
- Deloitte (Houston, TX)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... + Lead IPO readiness and execution engagements, including project planning , stakeholder management, and delivery of key milestones. +...of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such… more
- WSP USA (Dallas, TX)
- **Opportunity** Lead WSP's US Advisory & Planning Business Line's Energy Advisory Practice as the Managing Director, shaping transformative strategies that ... leaders. **Client Engagement & Business Development** - Serve as a trusted advisor to clients, demonstrating strong strategic acumen and a seller/doer mindset. -… more
- Robert Half Finance & Accounting (Dallas, TX)
- …We are looking for a skilled and strategic Director of Finance to lead financial planning , analysis, and reporting efforts for our organization. Based in Dallas, ... investment decisions. * Lead and mentor a team of financial planning and analysis professionals, fostering an...on collaboration and excellence. * Act as a trusted advisor to the executive leadership team, offering financial… more