- TEKsystems (Benbrook, TX)
- …brokerage, and direct at fund accounts. Resolve and respond to advisor /client inquiries Research complex issues Focus on identifying, developing, and implementing ... opportunities to improve the client and advisor experience Assemble, organize, and report on production and...will involve rotation of job responsibilities for purposes of cross- training and career development Hybrid Schedule: Monday and Friday… more
- Manulife (TX)
- …services for US Retirement plans. The PIM will manage the Sponsor and Advisor relationship experience as the plan transitions to Manulife Retirement John Hancock ... of the processing of large financial transactions. + Identify and support training and developmental needs of the department. + Support, facilitate, and influence… more
- Broadridge Financial Solutions (Coppell, TX)
- …while helping others along the way, come join the Broadridge team. Broadridge Advisor Solutions (BAS) is seeking a strategic and resourceful Senior Product Leader to ... Product: + Act as a trusted partner and strategic advisor to the VP of Product, contributing to the...our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our… more
- Wells Fargo (Irving, TX)
- …bank's transition to Zero Trust. The role will: + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... managers across the enterprise and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of...one or a combination of the following: work experience, training , military experience, education + 7+ years of network… more
- Wells Fargo (Irving, TX)
- …sell client-specific solutions. . **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term goals for highly complex ... of professionals and managers across the enterprise and serve as an expert advisor to leadership + Partner with product management functional partners to provide… more
- Wells Fargo (Irving, TX)
- …and satisfy our customers. **In this role, you will:** + Act as an advisor to leadership to develop or influence solution design for complex business needs in ... professionals and managers across the enterprise and serve as an expert advisor to leadership + Collaborate with Architecture, Platforms, Technology Leadership and… more
- CHS Inc. (Austin, TX)
- …North Dakota, South Dakota, Iowa, Nebraska, or Wisconsin.** **Responsibilities** + **Trusted Advisor ** : Work in collaboration with enterprise and product line sales ... teams to serve as a strategic advisor , delivering actionable insights and recommendations that create measurable value for customers by performing efficiency… more
- City National Bank (Austin, TX)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Entergy (The Woodlands, TX)
- …be Commercial Originator, Commercial Originator, Sr or Comm Originator, Sr Advisor depending on the selected candidate's level of qualification** **Job ... least 6 years of relevant utility work experience. + Commercial Ordinator Sr Advisor : at least 8 years of relevant utility work experience **Preferred experience:**… more
- Fiserv (Dallas, TX)
- …portfolio, you will deliver differentiated customer value and serve as a strategic advisor to your clients. **What you will do:** + Drive product vertical sales ... at a very senior level with clients, gaining trusted advisor status. + Experience in technology software or services...our Fuel Your Life. + Advance your career with training , development, certification, and internal mobility opportunities. + Join… more