- Fiserv (Austin, TX)
- …referral networks to fuel your pipeline. Consult. Solve. Transform: Act as a strategic advisor to merchants, tailoring solutions that help them grow, adapt, and ... and performance. Why Choose Fiserv? We don't just deliver technology; we create solutions that redefine commerce. With Clover, we've built a trusted platform that's… more
- Lockheed Martin (Grand Prairie, TX)
- …and strategic Program Planner, Senior who can drive program execution and deliver innovative solutions \. As a trusted partner and advisor , you will have the ... working closely with internal and external stakeholders to deliver innovative solutions \. Your Responsibilities Will Include: * Developing and maintaining Integrated… more
- Fiserv (Dallas, TX)
- …referral networks to fuel your pipeline. Consult. Solve. Transform: Act as a strategic advisor to merchants, tailoring solutions that help them grow, adapt, and ... performance. Why Choose Fiserv? We don't just deliver technology; we create solutions that redefine commerce. With Clover, we've built a trusted platform that's… more
- Thrivent Financial (Dallas, TX)
- …This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and ... deliver integrated strategic plans tailored to growth markets and individual advisor growth priorities. + Develop centers of influence relationships in communities… more
- Thrivent Financial (Austin, TX)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all...company that offers a full range of expert financial solutions , serving more than 2 million customers, as well… more
- Principal Financial Group (Austin, TX)
- …an innovative greenfield platform, we are seeking an experienced Technical solutions leader (individual contributor) to design, develop, and maintain software ... solutions that support wealth management platforms and client-facing applications...a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and… more
- JPMorgan Chase (Dallas, TX)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping… 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 ... 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
- Zions Bancorporation (San Antonio, TX)
- …Also, responsible for sourcing new customers through referrals. + Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' ... objectives. + Meets assigned revenue goal for region and products. + Gains complete knowledge of the business and personal financial needs of assigned customers. + Visits client locations every 6 months. + Builds knowledge of each assigned client by completing… more
- JPMorgan Chase (Plano, TX)
- …will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the US Wealth Management ... strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will have the… more