- Brink's (Coppell, TX)
- …every Brink's Team Member is committed to providing the highest levels of service and support to our customers. We take pride in our work, and we share a passion ... driving the strategic direction, legacy system modernization, business case development, and investment alignment for major initiatives that may be global in scope… more
- Deloitte (Fort Worth, TX)
- …research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax seniors build relationships ... training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- JPMorgan Chase (Houston, TX)
- …security for their families and businesses. The Life Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance ... solutions to meet client investment and income needs around the Goals Based Advice...industry, and can effectively manage between sales and service support needs of the product. Job Responsibilities: + Develops… more
- American Heart Association (Dallas, TX)
- …financial data into meaningful narratives to support executive decision-making. ** Support Transaction Services & Investment Oversight** + Support ... Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational and financial… 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
- Wells Fargo (Irving, TX)
- …product penetration by delivering specialty credit products to Corporate & Investment Banking clients and partnering with coverage teams to structure, propose, ... **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more
- Anywhere Real Estate (Houston, TX)
- …of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments of the business. **Key Responsibilities:** ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships with… more
- Bank of America (San Antonio, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Austin, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… 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 solutions to businesses and individuals.… more