• Inside Sales Advisor - Merchant Services

    Huntington National Bank (Houston, TX)
    Description Summary: The Inside Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment ... various bank units to identify cross-selling possibilities and maximize client profitability. + Resolve client concerns and...least 2 years of proven sales/inside sales experience in financial services and the ability to close deals and… more
    Huntington National Bank (10/30/25)
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  • Block Advisor Tax Advisor - Remote

    H&R Block (Mesquite, TX)
    …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
    H&R Block (09/23/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (San Antonio, TX)
    …office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... client -specific reporting as needed for review by the financial advisor . + Creates and maintains records...and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual , phone and… more
    Raymond James Financial, Inc. (10/02/25)
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  • Senior Client Service Associate (Dallas,…

    Raymond James Financial, Inc. (Dallas, TX)
    …summary reports and client -specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, securities ... * May enter orders at the direction of the Financial Advisor . * Actively engages in available...and for ongoing reporting. * Effective communication across multiple client interactive platforms (in-person, virtual , phone and… more
    Raymond James Financial, Inc. (11/15/25)
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  • Enterprise Account Exec - Financial Markets

    ServiceNow, Inc. (Addison, TX)
    …our purpose to make the world work better for everyone. Industry: Financial Markets Segment: Enterprise (5K+ Employees) Selling: Full Portfolio You will produce ... personas (eg, CFO, CIO, COO, CDO) across all product sales + Oversee client relationship mapping to the account team, orchestrating an account strategy across a… more
    ServiceNow, Inc. (11/11/25)
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  • Senior Director, Guided Advice

    TIAA (Dallas, TX)
    …+ Series 7, 63, 65 (or 66), and 24 completed. Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due ... a high-performing team of Wealth Advisors who deliver episodic and comprehensive financial planning and investment advice through virtual channels to… more
    TIAA (11/19/25)
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  • Commercial Card Relationship Manager - Payments…

    JPMorgan Chase (Plano, TX)
    …structured revenue-generating optimization efforts. As the ideal candidate, you are a proactive client advisor who can operate effectively in a digital first ... strategically important to the firm's growth agenda. In this virtual role, you will focus on driving client...virtual communication skills (Zoom, Teams, WebEx) + Strong financial acumen and analytical skills. + Demonstrated ability to… more
    JPMorgan Chase (10/08/25)
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  • Manager-Business Development-Sales (Texas - San…

    American Express (Austin, TX)
    …growth-oriented. * Strong financial acumen with the capability to interpret client financial statements, analyze balance sheets, and identify working capital ... influence, and strategic execution. You will operate as a trusted business advisor , partnering directly with C-suite leaders to design tailored financial … more
    American Express (11/18/25)
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  • Manager-Business Development-Sales (Texas - South…

    American Express (Dallas, TX)
    …growth-oriented. + Strong financial acumen with the capability to interpret client financial statements, analyze balance sheets, and identify working capital ... influence, and strategic execution. You will operate as a trusted business advisor , partnering directly with C-suite leaders to design tailored financial … more
    American Express (11/18/25)
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  • Account Executive - Provider Sales (Remote)

    Sharecare (Austin, TX)
    …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... as growing and expanding Provider Solutions inside the existing client base. Additionally, and primarily, the individual will be...The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related… more
    Sharecare (10/06/25)
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