- 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
- Edward Jones (Dallas, TX)
- …of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a ... deep understanding of the Financial Advisor role and serving clients? If you answered yes...strong background in the many complex needs of financial planning as well as a deep desire to put… more
- Brink's (Coppell, TX)
- …system modernization efforts, including current-state assessment, target-state definition, migration strategy , and roadmap planning . + Develop business cases ... Act as the primary point of accountability for the front-end of major programs- strategy , planning , scoping, stakeholder buy-in, and investment approval. + Ensure… more
- CBRE (Houston, TX)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... Management & Development: * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship with the client *… more
- USAA (San Antonio, TX)
- …to the technology landscape, including enterprise IT systems, digital transformation, data strategy , and cybersecurity. + Trusted advisor who effectively guides ... and moves the needle for the business. You will operate as a strategic advisor to the EDDT leadership team, going beyond communications and getting deep into the… more
- Microsoft Corporation (Dallas, TX)
- …driven by customer success. By uniting our Small Medium Business, Corporate, Strategy , and Partner teams, we are unlocking the largest customer opportunity, backed ... (Information Technology Decision Maker)and BDMs(Business Development Manager) through territory planning , marketing signals and digital assets + Central point… more
- Humana (Austin, TX)
- …as a cross-functional bridge between IT, Finance, and HR, ensuring alignment of planning tools with business strategy . + Contribute to the enterprise technology ... and evolve our enterprise-wide Anaplan platform across both Workforce Planning (Finance) and Workforce Management (HR) domains. This role...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more