- Google (Austin, TX)
- …the Small and Medium-sized Business (SMB) customers realize the full value of their investment . The team serves as a trusted advisor , partnering with customers ... years of experience in a leadership position. + Experience in Customer Success , Account Management, or in a similar function. **Preferred qualifications:** +… more
- Confluent (Austin, TX)
- …One Data Streaming Platform. **About the Role:** Confluent is searching for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor ... primary objective of this role is to ensure the success , retention & expansion of our customers by providing...their business goals and value-based outcomes via their Confluent investment . In this role, you will have the opportunity… more
- Confluent (Austin, TX)
- …the Department of Defense. **About the Role:** Confluent is searching for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and ... primary objective of this role is to ensure the success , retention & expansion of our customers by providing...their business goals and value-based outcomes via their Confluent investment . In this role, you will have the opportunity… more
- PNC (Houston, TX)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist. ... and have an opportunity to contribute to the company's success . As a Summer Intern within PNC's Asset Management...of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients… more
- JPMorgan Chase (Dallas, TX)
- …across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- TIAA (Frisco, TX)
- The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... position the organization. This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager for the team.… more
- Charles Schwab (Austin, TX)
- …You will focus on: (a) strategic initiatives related to Charles Schwab Investment Management, Inc. (CSIM), a registered investment adviser, and Schwab's ... is robust and comprehensive. The work is dynamic, and success is achieved through: (i) strong collaboration and the...annual compliance reports pursuant to Rule 38a-1 of the Investment Company Act of 1940 and 206(4)-7 of the… more
- Deloitte (Fort Worth, TX)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...firm leadership to ensure you are set up for success in your role and career. Responsibilities will include:… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning...Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is… more
- JPMorgan Chase (Plano, TX)
- …Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver ... solutions that empower advisors to strengthen client relationships and achieve success . You will support the development of Financial Advisors by delivering Practice… more