- JPMorgan Chase (Dallas, TX)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... engaging next-gen/legacy client relationships. You will also consult with regional and market -level leadership, helping them to upskill and coach advisors on these… more
- American Heart Association (Dallas, TX)
- …Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational and financial ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more
- Wells Fargo (Sugar Land, TX)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as… 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
- Lenovo (TX)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... Lenovo is seeking a dynamic, results-driven **Sales Director** to lead our **Mid- Market Segment** within the Infrastructure Solutions Group (ISG). This leader will… more
- PennyMac (Plano, TX)
- …of US mortgage loans and the management of investments related to the US mortgage market . At Pennymac, our people are the foundation of our success and at the heart ... transactions, servicing and subservicing agreements, confidentiality agreements, derivatives, and investment adviser-related matters. The Senior VP Senior Counsel will… more
- Truist (Dallas, TX)
- …and prospect referrals. 6. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass ... time to time. 1. Source, hire, and develop a team of Premier Bankers (In- Market and/or Virtual) to deliver the Truist Premier sales and service model achieving… more
- S&P Global (TX)
- …Software suite offers comprehensive tools for loan portfolio management, supporting investment firms, banks, and other financial institutions in performing key ... application landscapes. The role will act as a trusted advisor to clients, guiding them on best practices for...plan eligible, including sales commission plans. **About S&P Global Market Intelligence** At S&P Global Market Intelligence,… more
- AECOM (San Antonio, TX)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... Government industry to advance growth and profitability in the market with a focus on program, project and construction...in executing projects, to serve as a lead team advisor in support functions and activities to all project… more
- Mitsubishi Chemical Group (Austin, TX)
- …close collaboration with our customer and suppliers. We maintain a strong investment in our associates and encourage an entrepreneurial spirit and growth. We ... wide range of industries. We believe in strong partnerships, market leadership, and a relentless pursuit of excellence. We...that meet customer needs. * Serve as a trusted advisor , leveraging industry knowledge to provide insights and guidance.… more