- Citizens (Plano, TX)
- Description The Principal Business Insights Analyst will play a crucial role in growing Centralized Sales at Citizens Home Mortgage, serving as a strategic partner ... to senior executives and leading a team of 2-3 analysts focused on shaping and executing...lead and marketing programs + Act as a trusted advisor to leadership in Centralized Sales, ensuring alignment with… more
- Bank of America (The Woodlands, TX)
- …Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Wells Fargo (Austin, TX)
- …. **In this role you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information… more
- BMO Financial Group (TX)
- …+ **Subject Matter Expertise** - Provides technical leadership as a Red and Purple Team subject matter expert to business areas, project teams and information ... The Senior Red Team operator reports to the Sr. Manager of...business /group and deliverables. + Provides strategic input into business decisions as a trusted advisor . +… more
- JPMorgan Chase (Dallas, TX)
- …meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various other business units throughout the firm + ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- JPMorgan Chase (Plano, TX)
- …Cross-Functional Collaboration: Encourage collaboration between different functions within the business to enhance advisor development. + Support Strategic ... (JPMWM)** is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth...goals and is comprised of the Chase Wealth Management business , JP Morgan Advisors, JP Morgan Self-Directed Investing (digital… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...external relationships). **What You Will Do:** + Partner with Financial Advisors and lead the team of… more
- Brink's (Coppell, TX)
- …senior leadership + Act as a trusted advisor to the VP Sales ( Financial Institutions) and team , providing financial and commercial insights to support ... as a strategic advisor and analytical partner within the Commercial Excellence team , with focus on the FI Market. This role will be responsible for budgeting,… more
- ADP (Austin, TX)
- …, watch here: http://adp.careers/Sales\_Videos **What you'll do:** _Responsibilities_ + **Grow Our Business While Growing Your Team 's.** You will work with your ... you ready to grow your career and lead a team at an established, respected, global company?_** + **_Are...your next best job where you can elevate your financial future?_** + **_Are you looking to join a… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary… more