- Oracle (Austin, TX)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... o Former CISO, Deputy CISO, Security Architect, or compliance executive preferred o Deep understanding of global security regulations and standards applicable… more
- SAP (Houston, TX)
- …strategy of SAP. This enables customers to safeguard their existing SAP ERP investment while benefiting from a new level of flexibility - tailoring the software ... & Advisory team (DCAA) in NA. The Cloud Architect Advisor works predominantly in the pre-sales phase as a...other language is an asset (Portuguese and French are preferred ). **WORK EXPERIENCE** + 8 years of customer facing… more
- Vanguard (Dallas, TX)
- …strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management ... situations, goals, risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and… more
- City National Bank (Austin, TX)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Bank of America (Frisco, TX)
- …sales experience + Knowledge of professionally managed investment products and/or investment advisory business preferred + Deep subject matter expertise on ... for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are...the Firm's high-conviction investment offerings, including our Firm Discretionary solutions … more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent investment clients and ... influence. Provide essential investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide… more
- JPMorgan Chase (Austin, TX)
- …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high… more
- JPMorgan Chase (Houston, TX)
- …environment ** Preferred qualifications, capabilities, and skills** + Bachelor's Degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through… more
- Edward Jones (Granbury, TX)
- …analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire ... visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have… more