- 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
- PagerDuty (Austin, TX)
- PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. Trusted by nearly half of both the Fortune 500 and the Forbes AI 50, as well as ... The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their...our engagement with Executive decision makers and position the Operations Cloud as the platform for modern enterprises. +… more
- ADP (El Paso, TX)
- …of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to complex client ... results with clients, with the goal of increasing client experience, advisor experience, participant experience and client retention. Partners with Sales,… more
- Wabtec Corporation (Fort Worth, TX)
- …services sales position, the Solution Architect will establish a trusted advisor relationship with our external customers, executive management, internal technical ... our industrial platform. + Be the Commercial and Services advisor to the customer and internal Wabtec Sales teams....+ Engage with customers to understand their current full operations environment and help shape the future state vision… more
- Bank of America (San Antonio, TX)
- …Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required ... management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation… more
- CBRE (Dallas, 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
- Applied Materials (Austin, TX)
- …and Solutions Team. This position will work with regional business units, security operations team, and various stakeholders from IT and Facilities to outline the ... **Technology** **Lead** + Partner with regional business units, facilities,and security operations to understand operational needs and risk profiles, and outline… more
- Insight Global (Fort Worth, TX)
- …Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to design tailored investment and retirement ... meeting materials, coordinating with custodians and product partners for seamless operations , and driving process improvements to enhance trading and planning… more
- Bank of America (Houston, TX)
- …and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, financial and ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more