- 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
- PagerDuty (Austin, TX)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Bank of America (San Antonio, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Austin, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Wells Fargo (Irving, TX)
- …a Principal Engineer as part of the Commercial and Corporate & Investment Banking Technology (CCIBT) to support Payment Solutions, Capital Markets Services, ... **In this role, you will:** + Act as an advisor to leadership to develop or influence solution design...eligible for visa sponsorship + Ability to work additional hours as needed **Locations:** + 6051/6061 N State Hwy… more
- PenFed Credit Union (San Antonio, TX)
- …The primary purpose of this job is to learn how to become a trusted advisor to our members and assist with the appropriate decision of mortgage or home equity ... needs. + Display ability to act as a trusted advisor to PenFed members and prospective membership, related to...to the purchase and refinance of their home or investment property. + Understand with the ability to explain… more
- Bank of America (Austin, TX)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- Humana (Austin, TX)
- …goals into practical, scalable technology strategies. Serving as a trusted advisor , this role ensures that infrastructure, networking, and security capabilities are ... thinking and promoting continuous improvement. + Support budgeting and investment planning by providing architectural insights into cost-effective and future-ready… more
- ISC2 (Austin, TX)
- …objectives. + Develop a robust business case evaluation process, ensuring optimal investment decisions. + **Leadership & Organizational Change** + Build and lead a ... processes, and operating models. + Serve as a key advisor to C-level executives, providing insights and recommendations to...+ Up to 5-10% travel required Work normal business hours and extended hours when necessary. +… more
- Dorsey & Whitney LLP (Dallas, TX)
- …with management equity arrangements, including incentive equity terms, and co- investment arrangements and principal terms. Familiarity with PE fund documentation ... benefits. Our benefits are available to attorneys working 17+ hours /week along with their dependents, including spouses and domestic...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more