- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …Management: * Serve as the primary point of contact and trusted advisor for high-profile clients, understanding their unique challenges and objectives. * Develop ... roadmaps, and solutions that align with client goals and industry best practices. * Provide expert guidance on various...Serve as the primary point of contact and trusted advisor for high-profile clients, understanding their unique challenges and… more
- Wells Fargo (San Antonio, TX)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (El Paso, TX)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Anywhere Real Estate (Houston, TX)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...Estate LLC embodies the future of the real estate industry while remaining grounded in the tradition of home.… more
- ServiceNow, Inc. (Addison, TX)
- …of ServiceNow across their business transformation initiatives. As a trusted advisor , you'll partner with C-level executives, guide seamless delivery of business ... aligning ServiceNow's offerings to customer goals, and bringing relevant industry thought-leadership to the table. Foster strong relationships with C-Level… more
- USAA (San Antonio, TX)
- …what truly makes us special and impactful. **The Opportunity** As a trusted advisor , executive coach and strategic partner to senior executive leadership, you will ... ensuring alignment with business and HR strategic objectives. As a strategic advisor to senior executive leaders, provides critical insights and influence to shape… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
- Wells Fargo (Tyler, TX)
- …. **In this role you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such as providing service to ... direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes,… more
- JPMorgan Chase (Plano, TX)
- …possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through ... partners in the division and region to support new advisor initiatives and updates + Become a subject matter...years broad business, sales experience in the wealth management industry , and coaching Advisors + Proven leadership experience and… more
- Bank of America (Houston, TX)
- …and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, financial and ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
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