- Google (Austin, TX)
- …partners, and customers to lead agreement structure. + Serve as a trusted advisor and partner to internal stakeholder groups including Sales Leadership, Global ... Business Practices, Legal, Pricing, Finance, and Product. + Build relationships with teams to accelerate agreements, drive continuous process improvement, attend forecast calls, staff meetings, and business reviews to keep apprised of priorities. + Work… more
- HUB International (Austin, TX)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- Edward Jones (Brenham, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude… more
- Edward Jones (El Paso, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead ...once * Ability to build relationships with clients and internal partners and influence others without direct control Education… more
- Truist (Houston, TX)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Celestica (Richardson, TX)
- …Area: Supply Chain Management (SCM) Career Stream: Supply Chain Management (SCM) Role: Advisor (ADV) Job Title: Advisor , Material Pricing Job Code: ADV-SCM-MPR ... Job Level: Level 09 Direct/Indirect Indicator: Indirect **Summary** The Advisor , Material Pricing leads and leverages technology and analytics to drive material… more
- Microsoft Corporation (Dallas, TX)
- …practices across teams. Acts as executive sponsor for accounts. Is trusted advisor for customers and partners. Helps customers to digitally transform. Coach teams ... customer engagements. Manages relationships inclusive of customers, partners, and internal and external stakeholders. Coaches sellers on opportunity reviews to… more
- AON (Houston, TX)
- …Identify and analyze prospect and client exposures. + Coordinate activities with other internal units as required to meet customer needs. + Present to local account ... of the client facing team, acting as a trusted advisor to the executive level client in broking, designing,...and servicing complex accounts. + Serves as a primary internal source for information concerning market trends, pricing practices… more
- Insight Global (Fort Worth, TX)
- …operations, partnerships, and strategic initiatives. This role will serve as a trusted advisor and right hand to the CEO, ensuring that strategic priorities are ... improve team efficiency and accountability. *Stakeholder & Communication Management *Coordinate internal and external communications on behalf of the CEO. *Ensure… more