- 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 ... innovation and growth for our market-leading digital marketing and financial literacy platform. Reporting to the VP of Product,...Product: + Act as a trusted partner and strategic advisor to the VP of Product, contributing to the… more
- Bank of America (Fort Worth, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- CIBC (Houston, TX)
- …renewable fuels, among other emerging low-carbon solutions. CIBC was named North American Financial Advisor of the year in 2024 by Infrastructure Journal Global ... Directors, Executive Directors, Directors, Associates and Analysts to complete financial modeling and analysis, research, transaction structuring and to generally… more
- Bank of America (Dallas, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- First Horizon Bank (Dallas, TX)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... of bank's lending policies and regulatory requirements + Provide mentoring and training to other bank associates + Maintain proper house-holding of relationships +… more
- Covr Financial Technologies (Houston, TX)
- …process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer ... clients who are seeking life insurance products through their advisor at a financial institution. This role...each carrier's nuances, required forms, etc. and assist with training of team members on these carriers and nuances.… more
- S&P Global (Houston, TX)
- …book and lead renewals and upsell conversations + Act as a strategic advisor and internal advocate for your clients, ensuring long-term partnership value **What's in ... for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn...new skills. + Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing… more
- CH Robinson (Austin, TX)
- …integrating regional requirements while maintaining US compliance standards. + Deliver targeted training and raise awareness on OFAC, EAR, ITAR, and global trade ... policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to… more