- BlackRock (Dallas, TX)
- …years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial service field + Demonstrated ability ... their investments. You will be responsible for providing post investment due diligence services through examining financial data that...service and on-time delivery For Dallas, TX Only the salary range for this position is USD$0.00 - USD$0.00… 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
- Guardian Life (Austin, TX)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Citigroup (Dallas, TX)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- World Insurance Associates, LLC. (Dallas, TX)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management...your effort and your performance. We offer a base salary plus commissions as well as a full suite… more
- Principal Financial Group (Dallas, TX)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- JPMorgan Chase (Houston, TX)
- …JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible ... of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… 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 ... reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and...goal is to ensure you have a competitive base salary . That's why we regularly review the market value… more
- CVS Health (Austin, TX)
- …analysis, digital data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to product teams and ... in key Business Unit leadership meetings, operating reviews and investment meetings + Set the product strategy and find...represents the base hourly rate or base annual full-time salary for all positions in the job grade within… more
- Citigroup (Irving, TX)
- …and regions. + Prepares and presents key business cases underpinning strategic investment initiatives to maintain or build out the product capability. + Participates ... top exec level. + Plans and manages on-going product investment and activity in-line with defined portfolio balance, capacity...fail to maintain these standards. + Serve as an advisor and coach for developers, analysts, and new team… more