- Charles Schwab (Westlake, TX)
- …including cryptocurrency and blockchain-based assets such as stablecoins, for registered investment advisors and their clients. This role will partner across the ... organization to design, deliver, and continuously enhance a comprehensive advisor and client experience for digital assets in Advisor Services. Post-launch, the… more
- Raymond James Financial, Inc. (El Paso, TX)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… 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
- Charles Schwab (Austin, TX)
- …needs to join the Advisor Services User Experience team. Independent Registered Investment Advisor (RIA) firms rely on Schwab's digital platforms to conduct ... functionality against complexity on an industry-leading platform serving thousands of investment advisors + Lead an engaged design team that values delivering… more
- Truist (Dallas, TX)
- …platforms, and content to drive origination activities and maximize banker/ advisor productivity. May own/manage tools/platforms directly and/or in partnership with ... sufficient and value-added teammate enablement support. * Serving as a trusted advisor and extension of Wholesale leadership by providing vision, direction, and… more
- Sysco (Houston, TX)
- …new and existing products while building strong business cases to guide investment decisions. + **Lead and integrate multidisciplinary teams** - including functional ... data. + **Cultivate executive and business partnerships** , acting as a trusted advisor to Finance, HR, and Technology leaders to translate business priorities into… more
- Citigroup (Dallas, TX)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Community Hospital Corporation (Greenville, TX)
- …and the Board of Directors. Treasury, Debt Management, and Risk + Direct the investment of District funds in compliance with the Board Investment policy, ... security of investment principal and optimization of investment returns. + Administer the debt structure of the...Executive Leadership & Collaboration + Serve as a key advisor to the CEO and other executives on business… more
- Oracle (Austin, TX)
- …with the client, at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. ... The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and...Process Cloud, Mobile Cloud, Document Cloud, Messaging Cloud is preferred 13. Sound Understanding of Business Processes and capabilities… more
- Oracle (Austin, TX)
- …problem-solving and executive communication skills to achieve trusted advisor status. Successful candidates are self-directed, consultative professionals with ... processes is essential; Oracle NetSuite platform experience is strongly preferred . Experience may include work in implementation, customer success management,… more