- Bank of America (Dallas, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Dallas, Texas **To proceed with your...world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment… more
- Oracle (Austin, TX)
- **Job Description** **Sr. SaaS Consulting Client Partner, Manufacturing** **Location, Remote/US Nationwide/Travel** Oracle's mission is to help people see data in ... their unique skills, energy, and creativity to help us continuously deliver extraordinary client experiences. As a Sr. Client Partner, you will be responsible… more
- Oracle (Austin, TX)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- JPMorgan Chase (Houston, TX)
- …client growth and efficiency opportunities. **Job responsibilities:** + Act as key advisor to the client , providing advice and consultation on decision making ... clients? If so, come join our team as a Client Service Account Manager where you will have direct...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- World Insurance Associates, LLC. (Dallas, TX)
- …Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor . + Creates complete carrier submission and submits + ... surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The… more
- EPAM Systems (Austin, TX)
- …meetings and presentations + Build and maintain strong, consultative relationships with key client stakeholders, serving as a trusted advisor + Support the ... and accelerate your career? EPAM is seeking a **Senior Client Engagement Manager** to play a pivotal role in...Unlimited access to LinkedIn learning solutions + Matched 401(k) Retirement Savings Plan + Paid Time Off - the… more
- JPMorgan Chase (Richardson, TX)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- Realtor (Austin, TX)
- …and strengthen their connection to consumers. As the **Principal Strategist for Client Marketing** , you will operate as a senior individual contributor and ... for real estate professionals. Reporting directly to the Chief Client & Revenue Officer, and working in close partnership...Brand and Creative, this role acts as a strategic advisor and unifying force across product, marketing, and revenue… more
- HUB International (Austin, TX)
- …International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... array of business insurance, employee benefits, risk services, personal insurance, retirement , and private wealth management products and services. With over $5… more
- Edward Jones (Granbury, TX)
- …asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial ... ** Client advocate. Skilled communicator. Problem solver. Does that... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more