- Vanguard (Dallas, TX)
- …disciplined investing approaches, tax management strategies, and additional financial planning support . + Develop personalized investment strategies and deliver ... package designed to support your financial, health, and overall well-being. + Performance Bonus : We reward your hard work and dedication with opportunities for … more
- TIAA (Dallas, TX)
- …solutions designed to meet their needs. Under general supervision, this job support clients by incorporating the organization's suite of income oriented advice and ... seeking assistance on how to take income from their investment portfolio + Takes inbound calls from clients seeking...time in role, base salary of internal peers, prior performance , business sector, and geographic location. In addition to… more
- KeyBank (Dallas, TX)
- …Seattle, Washington 98101 **Job Summary** The Originations Analyst to provide analytical support to the Originators in the originations of low-income housing tax ... Analyst will assist in evaluating the feasibility of investments and will support the Originations team to increase production. **Responsibilities** + Support … more
- Black & Veatch (Charlotte, TX)
- …to the assigned solutions + Process design / technology architecture validation to support delivery of performance guarantees for projects/pursuits + OEM Teaming ... deliver exceptional results + Strong aptitude to build strategies and plans to support growth of the practice area **The Team** **Black & Veatch's Strategic Advisory… more
- Kestra Financial (San Antonio, TX)
- …Financial Planner and manages the firm's client service operations, overseeing support staff and enhancing the client experience through proactive service, problem ... Firm Operations & Leadership + Oversee daily firm operations and manage support staff responsibilities. + Identify and implement process improvements to enhance… more
- Stantec (Plano, TX)
- …across the practice Health and Safety: - Be a leader in Stantec's safety program - Support BCOLs with the health and safety performance of the BC and Region - ... success rates. - Establish, monitor, and report return on investment (ROI) KPIs on a client-by-client basis. - Guide...and inclusion, and leadership development for the BC - Support BCOLs with managing performance and compensation… more
- Emerson (Austin, TX)
- …strategic business plans and operating initiatives through data driven insights. + Support the planning and execution of the long-term software strategy, driving ... bookings, revenue, gross margin, operating expenses, headcount and capex. + Support software reporting requirements related to Test & Measurement's commercial… more
- Synchrony (Dallas, TX)
- …levels) + Prepare and deliver executive-ready presentations on cloud financial performance , investment trade-offs, and optimization strategies to senior leaders ... guidance on forecasting, budgeting, and cross-functional reporting. By aligning cloud investment with Synchrony's business strategy, this role manages financial risk… more
- RTX Corporation (Mckinney, TX)
- …mission requirements into actionable strategies, and influencing program development and investment decisions. This role demands strong technical acumen, deep market ... a comprehensive understanding of the customer's budget landscape, long-term investment priorities, and acquisition strategies-translating insights into actionable guidance… more
- IQVIA (Austin, TX)
- …platform value. Regularly lead Quarterly Business Reviews (QBRs) to align on performance , renewals, and future investment strategies. + **Industry Thought ... Managers, setting clear KPIs and fostering a culture of accountability and performance . Ensure AMs are executing against client objectives with precision and… more