- Amazon (Houston, TX)
- …is seeking a world class sales professional to help manage our global customer relationship with one of our key Energy customers. The Global Account Manager will be ... and engage global resources. You will define a CXO relationship strategy within the account, including engaging with AWS...key aspect is the ability to become a trusted advisor to our clients and help coach them on… more
- Confluent (Austin, TX)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... for operating and maturing their Confluent subscription. You will also utilize relationship management skills & industry experience to guide the customer on how… more
- Bank of America (Dallas, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Austin, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Sharp Electronics Corporation (Dallas, TX)
- …The **Major Account Executive, State & Local Gov't** serves as a trusted advisor and partner within the State and Local Marketplace. TheM AE will establish, ... quarterly revenue results and be the single point of contact/ relationship manager for the assigned territory. The MAE will...retirement plan with a competitive match and plenty of financial support tools. + Employee Assistance Plan to care… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities Will… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities will… more
- NCR Atleos (Frisco, TX)
- …services and the development of new distribution channels; building a trusted advisor relationship with the business teams; reviewing, analyzing, drafting, and ... Atleos** NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational… 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 ... Experience on large strategic transformation programs * Experience working in financial services organizations, preferably in a vendor hosted application ecosystem.… more
- Coinbase (Austin, TX)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more