- JPMorgan Chase (Dallas, TX)
- …last 160 years, we have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 ... administration, and/or vendor management preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of… more
- JPMorgan Chase (Houston, TX)
- …risk and controls environment. **Job responsibilities:** + Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and ... CRM software and Microsoft Office Suite JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers,… more
- Kyndryl (Dallas, TX)
- …and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Contribute ... to Profitable Growth: + Drive significant financial outcomes through signings and revenue targets + Ensure...seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- HCA Healthcare (Houston, TX)
- …offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: + Comprehensive ... pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match on 3% to 9% of pay… more
- UIC Government Services and the Bowhead Family of Companies (Houston, TX)
- …goals, policies, and procedures. + Direct and oversee an organization's financial and budgetary activities. + Manage general activities related to providing ... about general operations. + Appoint department heads and managers. + Analyze financial statements and other performance indicators. Identify places to cut costs and… more
- Bank of America (Beaumont, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Bank of America (San Antonio, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Humana (Austin, TX)
- …drives automation, and enhances the digital employee experience. + Serve as a trusted advisor to Finance customers - serve as the primary liaison between Finance IT ... emerging Finance technologies, AI capabilities, and automation to improve financial planning and operational intelligence and efficiency. + Oversee implementation,… more
- Medtronic (San Antonio, TX)
- …on strategic initiative progress, risks, and ROI. + Serve as a key advisor and thought partner in operational planning, decision-making, and future-state design. + ... organization + Exceptional execution skills, with a track record of delivering on financial and strategic commitments + Strong leadership skills with the ability to… more
- Covr Financial Technologies (Houston, TX)
- …and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive ... life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs,...- Pet insurance for cats and dogs! + 401(k) retirement plan + Company paid Life and AD&D insurance… more