- JPMorgan Chase (Houston, TX)
- …tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged ... asset growth, guaranteed income, and financial security for their families and businesses. The Life...of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical… more
- The Cigna Group (Houston, TX)
- …and a deep understanding of client needs. You'll be a trusted advisor , helping clients and brokers navigate evolving business challenges by offering insights ... + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other key stakeholders.… more
- JPMorgan Chase (Dallas, TX)
- …Client Relationship Management experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2...and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with beneficiaries… more
- Applied Materials (Austin, TX)
- …of the sourcing process, such as: opportunity assessment, negotiations, RFx, supplier relationship and risk management for the IT category, specifically focused on ... be directly involved in the delivery of large projects and act as an advisor on commercial terms and sourcing methodologies. You will make recommendations based on… more
- JPMorgan Chase (Plano, TX)
- … planning, resource management, and program governance. This role requires strong relationship management skills, deep financial knowledge, and the ability to ... Product and Technology teams within Global Banking, establishing yourself as a trusted advisor . As a Global Banking Finance & Business Manager, Vice President within… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...client's objectives through an unparalleled experience through an ongoing relationship . In addition, the Senior Planner leverages the High… more
- Capital One (Plano, TX)
- …and enhance Capital One's brand in the marketplace. Seen as a trusted advisor , the TMC works closely with commercial clients to understand their business, optimize ... Treasury work flows, and minimize financial and reputational risk. They focus on creating and...role will also focus on working with dedicated CRE Relationship Managers and leadership to generate new-to-bank relationships, while… more
- Bank of America (San Antonio, TX)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Manulife (TX)
- …services for US Retirement plans. The PIM will manage the Sponsor and Advisor relationship experience as the plan transitions to Manulife Retirement John ... will primarily coordinate internally with our data, payroll, ERISA, sales, and relationship teams. Additional coordination with specialty teams may be required on as… more
- Sharecare (Austin, TX)
- …term revenue streams. The right candidate will have excellent client management and relationship building skills. The Provider Sales Manager will serve as a trusted ... advisor and subject matter expert on Provider Solutions related...Solutions related solutions and have a strong background in relationship and solution selling in a consultative sales environment.… more