- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead Advisor of a large… more
- Bank of America (The Woodlands, TX)
- …of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is ... through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Broadcom (Austin, TX)
- …a Technical Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your technical, communication, ... customers. Through your customer engagement, you will serve as a trusted advisor , and ensure best-in-class execution and recommend improvements in customer's … more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... with the local Support leadership team, LOB Risk Organization, Compliance, HR and Operations to further the effectiveness and performance of the market. 4. Embody… more
- CBRE (Houston, TX)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... Management & Development: * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship with the client *… more
- NTT America, Inc. (Austin, TX)
- …organization, apply now. We are currently seeking a strategic, results-oriented ** Operations & Technology Leader - State & Local Government, Education (SLED)** ... to drive operational excellence in service delivery and serve as a strategic advisor to our customers on technology transformation. This hybrid role combines the… more
- CVS Health (Austin, TX)
- …CVS Heart at Work principals ensures success! Key Responsibilities: . Advisor to external stakeholders (Business, Sales, Account Mgmt., Marketing, Technology, etc.) ... on how to effectively navigate the digital intake process. . Advisor to internal digital stakeholders (Professional Services, Product, Engineering, Architecture,… more
- Wells Fargo (Dallas, TX)
- …Lead Data Product Integrity Specialist will be part of the Finance Data Operations Team within the Finance Transformation Office. FTO's Operational mission is to ... you will:** + Act as a data steward and advisor to senior leaders to develop and influence data...data standards, and control framework; serve as an expert advisor to business leaders + Ensure compliance with Enterprise… more
- JPMorgan Chase (Houston, TX)
- … experience. Client Service Administrators provide dedicated administrative support to the advisor team to support smooth team operations and servicing. The ... other daily administrative and operational duties that support the Wealth Advisor (s) and clients including ad hoc requests. **Required qualifications, capabilities,… more
- Lamar University (Beaumont, TX)
- …initiatives, including community engagement, life skills programming and acts as the advisor for the Student-Athlete Advisory Committee ( SAAC ). What You'll Do ... Oversight + Assist in overseeing and managing the day-to-day operations of the athletic department and ensuring the smooth...well-being and addressing academic and personal athletic needs. + Advisor for the Student-Athlete Advisor Committee (… more