- Robert Half Finance & Accounting (Houston, TX)
- …assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of ... create a strategy to meet those targets. + Plan for retirement income strategies and minimizing tax liabilities in retirement. + Collaborate with tax professionals… more
- Bank of America (Frisco, TX)
- …Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/ strategies ) for the Firm's clients. Advice and guidance are informed by ... practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are not… more
- First Horizon Bank (Fort Worth, TX)
- …of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- JPMorgan Chase (Dallas, TX)
- …extensive network and resources to position the firm as a strategic advisor . The Transaction Development team interfaces across the Global Banking franchise, ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more
- JPMorgan Chase (Plano, TX)
- …hiring a Vice President to drive compensation strategy and execution for JPMorgan Wealth Management and Affluent Banking. As a trusted Vice President within CCB ... you will be a strategic solutions provider and expert advisor to the business and HR business advisors; combining...consulting skills; ability to drive business goals through HR/Compensation strategies and can be innovative and creative + Strong… more
- Anywhere Real Estate (Houston, TX)
- …using key metrics, analyze data, and provide actionable insights to optimize future strategies . * Channel Management: Coordinate and manage a variety of channels to ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- CH Robinson (Austin, TX)
- …to OFAC, sanctions, and US export controls; develop and implement mitigation strategies . + Provide oversight for shipments involving dual-use and military items, ... policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to… more
- S&P Global (Houston, TX)
- …growth by aligning our world-class data, analytics, and insights into client strategies and evolving market needs. **Responsibilities:** + Serve as the primary ... renewals and upsell conversations + Act as a strategic advisor and internal advocate for your clients, ensuring long-term...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Carrington (Plano, TX)
- …self-study, e[1]learning, blended learning). + Create and execute remote/distance learning strategies using online and distance delivery via collaboration tools such ... + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Anywhere Real Estate (San Antonio, TX)
- …closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus. * High degree of ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more