- Scotiabank (Dallas, TX)
- …Audit & Regulatory issue remediations. Director, IT Risk (CIO Risk Advisor ) directly supports the CIO/Vice-President, US GBME Technology, to collaboratively assess, ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Bank of America (Dallas, TX)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- Siemens (Austin, TX)
- …Read our Customer Stories (https://www.mendix.com/customer-stories/) to learn more about the wealth of software and solutions global organizations have built with ... innovation, modernize legacy estates, and operationalize AI. Become the trusted advisor and primary point of contact for all strategic account intelligence.… more
- Covr Financial Technologies (Houston, TX)
- …long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech ... outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls,… more
- Covr Financial Technologies (Houston, TX)
- …long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech ... outbound communication with clients who are seeking life insurance products through their advisor at a financial institution. This role will receive a request for… more
- Covr Financial Technologies (Houston, TX)
- …long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech ... outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls,… more
- Parexel (Austin, TX)
- …Lead, Master/Senior Medical Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug development to join Parexel's ... which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent or are not clearly defined… more
- WTW (Houston, TX)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's… more
- First Horizon Bank (Houston, TX)
- …high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments, ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- Citigroup (Irving, TX)
- …technology and business teams, while adhering to Service Level Agreements. + Acts as advisor or coach to new or lower level analysts. + Provides evaluative judgment ... system modifications and deployments. + Production support experience in specific wealth management application domains is highly desired. + Working with various… more