- Datavant (Dallas, TX)
- …of tackling some of healthcare's most complex problems with technology-forward solutions . Datavanters bring a diversity of professional, educational and life ... rapidly and efficiently. In this position, you will act as a trusted advisor to the President/GM of Legal & Insurance, amplifying their effectiveness by managing… more
- Meta (Austin, TX)
- …Manage client communications and relationships effectively, acting as a trusted advisor to internal and external partners, including executives 4. Operate ... process, and product teams to identify root causes and implement scalable solutions 6. Defend ideas and strategies effectively while remaining open to feedback… more
- Veterans Affairs, Veterans Health Administration (Dallas, TX)
- …prosthetic and sensory aids program. Customer Service Skills. Serves as technical advisor to physicians with regard to selection, prescription, and acquisition of ... deadlines; analyze organizational problems; and develop and implement effective solutions to optimize quality, efficiency, performance, and productivity. Ability to… more
- Vanguard (Dallas, TX)
- …& Wealth Management Technology sub-division, you will guide a team to deliver solutions which drive desired business outcomes within the context of building APIs and ... Additional Information: + Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and other… more
- Edward Jones (Dallas, TX)
- …by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. **Job Overview** **Position ... client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's experience with… more
- Deloitte (Dallas, TX)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- HCA Healthcare (Frisco, TX)
- …and renewals. + Promotes and maximizes value of Valify and Valify Solutions Group to Valify subscribers, ensuring that Valify subscribers realize full benefit ... reporting **Valify Subscriber Sales and Account Management:** + Serve as trusted advisor for sales team and prospective customers, often getting pulled into the… more
- BlackRock (Dallas, TX)
- …to clients on a quarterly basis + Communicate project status, issues, and solutions effectively to both clients and internal teams + Conduct regular client meetings ... experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial service field + Demonstrated ability to manage… more
- Comerica (Coppell, TX)
- …lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build ... needs with Comerica's values and practices that create tailored customer solutions . Manage servicing requests from customers in the assigned portfolio. Resolve… more
- Charles Schwab (Westlake, TX)
- …Corporation (CSC) that are focused on offering traditional retail and advisor -sponsored banking and personal trust services to complement Schwab's brokerage ... skills, including the ability to anticipate issues and to design appropriate solutions . + Strong verbal and written communication skills with a shown ability… more