- JPMorgan Chase (Webster, TX)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation +… 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 ... Business Partner at the Lead level, you will serve as a strategic advisor , bridging Corporate Affairs with the Property & Casualty and Life Insurance business… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the… more
- PNC (Farmers Branch, TX)
- …align with the organization's strategic objectives. * Serves as a "trusted advisor " and partner. * Interface with executive stakeholders to articulate business ... /decisions and facilitate decision making. * Engages with strategic initiatives and planning activities to identify opportunities for reuse of capabilities. * Create… more
- CBRE (Austin, TX)
- …of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data Centre ... * Oversee all phases of project management including procurement, contracting, planning , tracking, and execution. * Ensure that contract procurement, negotiation,… more
- DXC Technology (Austin, TX)
- …week. **Overview:** The Account Client Relationship Partner acts as the primary advisor and relationship owner for key enterprise accounts. This role merges ... culture within delivery teams, ensuring value-added services beyond standard engagements. ** Planning and Account Leadership** + Lead the strategic planning … more
- CBRE (Houston, TX)
- …Project Manager supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data ... * Oversee all phases of project management including procurement, contracting, planning , tracking, and execution. * Ensure that contract procurement, negotiation,… 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 ... (dashboard, report, insight, or analysis). Acts as a trusted data visualization advisor to the stakeholder/end-user in order to drive business value. Provides system… more
- Kiewit (Houston, TX)
- …our largest and most important projects, serving as the CFO and trusted advisor to Operations Managers and Executive Management. The primary focus of this position ... providing integrated schedules, realistic construction estimates, and construction driven execution planning . **Location** This position can be based out of our OGC… more