- Citigroup (Dallas, TX)
- …** Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create, ... long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily… more
- JPMorgan Chase (Plano, TX)
- …thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a ... of influence to pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment processing… more
- Robert Half Finance & Accounting (Lake Dallas, TX)
- … financial policies and procedures. Responsibilities: * Act as the primary financial advisor , providing leadership and direction in financial strategies ... DALLAS, Texas. This role is crucial to our operations as it involves leading financial strategies, conducting financial analysis, and ensuring the accuracy of … more
- CIBC (Houston, TX)
- …renewable fuels, among other emerging low-carbon solutions. CIBC was named North American Financial Advisor of the year in 2024 by Infrastructure Journal Global ... We're building a relationship -oriented bank for the modern world. We need...Directors, Executive Directors, Directors, Associates and Analysts to complete financial modeling and analysis, research, transaction structuring and to… more
- Sprinklr (TX)
- …You'll Do** The Director, Global Employee Relations will serve as a trusted advisor on all aspects of the employee experience. This role requires high judgment, ... shaping how Sprinklr manages, supports, and strengthens the employee-employer relationship across our global teams. This role has global.... + Lead the ER function as a **strategic advisor ** to HR, Legal, and executives on ER matters,… more
- Charles Schwab (Westlake, TX)
- …Wealth Advisory, Income & Advice Solutions). Given the rapid growth in client and advisor demand for this asset class, this is a high-impact role that requires the ... internal partners (eg, product leaders, research partners, and leaders across Advisor Services, Operations, Technology, Legal and Compliance) and external partners… more
- Amazon (Dallas, TX)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... strategic relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Drive strategic sales opportunities from inception… more
- Amazon (Austin, TX)
- …technical domains to drive transformative business outcomes. As a Senior-level advisor , you will be responsible for identifying patterns across customers, developing ... realization strategies, and cloud strategy development. 6. Acting as a trusted advisor to customers on industry trends and emerging technologies 7. Sharing knowledge… more
- Capgemini (Houston, TX)
- …resources for opportunities. + Client Relationships: Building credibility and gain "trusted advisor " status with key clients, project team members and stakeholders, ... work + Healthcare including dental, vision, mental health, and well-being programs + Financial well-being programs such as 401(k) and Employee Share Ownership Plan +… more
- Amazon (Dallas, TX)
- …secure solutions tailored to each customer's specific needs. As a trusted advisor , you'll provide guidance on industry trends, emerging technologies, and innovative ... data center exit strategies. - Act as a trusted advisor to customers on industry trends, emerging technologies, and...advisory, or energy and utilities domain expertise. - Strong financial modeling and market research skills, with the ability… more