- SHI (Austin, TX)
- …use cases, and adoption journeys that resonate with diverse audiences + **Client Relationship Management** + Function as a trusted advisor for clients, building ... strong relationships with stakeholders and decision-makers + Address client concerns and objections during the presales cycle + **Collaboration and Knowledge Sharing** + Collaborate with internal teams to scope ACM workstreams that complement technical… more
- Truist (Westlake, TX)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- Edward Jones (Conroe, TX)
- **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we ... critical member of that team along with the financial advisor . You are the first voice a client hears...them coming a mile away. You and your financial advisor are essential in working together to help your… more
- 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 ... primary contact for customer relationship management and account servicing. This position requires a...the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead … more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial ... Advisor expenses. + Creates reports to build more practice...industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management software.… 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 ... top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
- Applied Materials (Austin, TX)
- …of the sourcing process, such as: opportunity assessment, negotiations, RFx, supplier relationship and risk management for the IT category, specifically focused on ... be directly involved in the delivery of large projects and act as an advisor on commercial terms and sourcing methodologies. You will make recommendations based on… 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 ... build successful and sustainable long-term behaviors. **Job Summary:** + Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP advisors to… more
- Sharecare (Austin, TX)
- …term revenue streams. The right candidate will have excellent client management and relationship building skills. The Provider Sales Manager will serve as a trusted ... advisor and subject matter expert on Provider Solutions related...Solutions related solutions and have a strong background in relationship and solution selling in a consultative sales environment.… more
- Google (Addison, TX)
- …the end-to-end relationship with ServiceNow. + Act as a trusted advisor to executives, including the Chief Technical Officer (CTO), Chief Information Officer ... work with executives in Product, Developing, CTO or CIO organizations as trusted advisor . As a Technical Solutions Consultant, you will be responsible for the… more