- Truist (Fort Worth, TX)
- …complexity; 6. New Business/Retention: Helping drive new revenue by participation in creation, planning and or attendance at strategy sessions and client new ... job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients with a primary focus on… more
- Robert Half Finance & Accounting (Houston, TX)
- …Accounting, Economics, or related field. * CFP Designation * Proficiency in financial planning and strategy . * Knowledge of financial forecasting and diagnosis, ... We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental...they need to save for retirement and create a strategy to meet those targets. + Plan for retirement… more
- Deloitte (San Antonio, TX)
- Workday Adaptive Planning - Manager The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials ... Supply Chain Management, Infor Solutions, Microsoft Dynamics, and Sustainability Technology and Strategy . With such a variety of areas to explore, you'll have the… more
- Reckitt (Irving, TX)
- Senior Sales Administrator and Planning Excellence City: Irving **We are Reckitt** Home to the world's best loved and trusted hygiene, health, and nutrition brands. ... on the lookout for a Senior Sales Administrator and Planning Excellence to champion Reckitt's iconic Medical brands. In...support and manage priorities while acting as a trusted advisor . * Organize meetings with key stakeholders working through… more
- Anywhere Real Estate (San Antonio, TX)
- **Director, Strategic Partnerships & Planning ** This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and ... develop a programmatic approach for ongoing partner success. * Company Financial Planning : Support the build of high-impact roadmap and viable joint venture… more
- NTT America, Inc. (Austin, TX)
- …Sales Executive and decision makers to assist with the development of a sales strategy that will deliver the strategic objectives as outlined in the global and ... regional organizational strategy . + Defines the way the sales force will...and business outcome mindset. Success will require focusing on planning , leveraging tools and data, and concentrating on company… more
- Bank of America (The Woodlands, TX)
- …is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Microsoft Corporation (Austin, TX)
- …conduct forecasting and develop recommendations for managing accounts and subsidiary planning . Ensures that all levels of the organization provide alternate ... industries, and to integrate Microsoft technology in their business. **Trusted Advisor ** + Provides Account thought leadership inclusive of information technology… more
- Prysmian Group (Marshall, TX)
- …union relations** , including contract interpretation, grievance handling, negotiations, and labor strategy . + Act as a **trusted advisor ** to plant leadership, ... cultivating a high-performance culture, fostering strong labor relations, and serving as a trusted advisor to plant leadership and staff. A key focus of this role is… more
- City National Bank (Houston, TX)
- …the ability to obtain within 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment ... with an emphasis on business owner wealth and succession planning . *WHAT WILL YOU DO?* * Work with Sr....provide solutions to meet their needs. * Partner with Strategy team to develop comprehensible explanations of sophisticated wealth… more