- Caris Life Sciences (Irving, TX)
- …market expansion, and product refinement. + Act as a **trusted advisor and internal leader** , supporting cross-functional teams by translating scientific ... and Executive Sales Management) and the Business Development team to advance Caris' visibility, strengthen customer trust, and identify new partnership… more
- Security National Life Insurance Company (Fort Worth, TX)
- …passion for helping others into a purposeful career you can be proud of. As an Advance Planning Advisor you will spend your time meeting new people, creating ... succeed, we are ready to invest in your future. Apply today to become an Advance Planning Advisor and start building a career that truly matters. Powered by… more
- Truist (Fort Worth, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of… more
- Fiserv (Frisco, TX)
- …scale, come make a difference at Fiserv. **Job Title** Technical Project Management - Advisor II What does a successful Technical Project Management - Advisor II ... parameters for strategic initiatives. You will provide leadership, vision, strategic planning and support tactical execution plans, as programs typically cross… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth...stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn… more
- Toyota (Plano, TX)
- …will serve as the bridge between HR, Finance, and Technology teams to advance Toyota's workforce planning capabilities through Workday Adaptive Planning , ... + Manage mid-size, sometimes cross-functional projects related to workforce planning technology. + Act as a trusted advisor...respect + Professional growth and development programs to help advance your career, as well as tuition reimbursement +… more
- Truist (Fort Worth, TX)
- …job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients with a primary focus on ... prospects. Engages in activities that help drive the enhancement of the overall planning group including adding to the collective expertise of the group, educating… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
- Motion Recruitment Partners (Plano, TX)
- …Azure Administrator, Solutions Architect) strongly preferred. + Excellent **communication** , ** planning ** , and **executive presentation** skills. + Ability to work ... + Align solutions with the **Microsoft Well-Architected Framework** . + Advance **DevSecOps** maturity and establish robust CI/CD pipelines using **Azure DevOps**… more
- Toyota (Plano, TX)
- …collaboration on Investment and technology spend. Serve as key financial advisor to senior leadership team by enabling informed budget and investment ... The role will lead efforts to align technology and initiative financial planning processes with best practices across Finance while providing transparency around… more
- Deloitte (Fort Worth, TX)
- …pivotal leadership role, guiding large-scale, complex consulting engagements as a trusted advisor to clients. You will: + Lead the successful delivery of ... Organization Design & Effectiveness engagements. + Serve as a trusted advisor and strategic Organization Design & Effectiveness expert to senior executives at… more
- Amazon (Dallas, TX)
- …challenges. We are part of the Account Team, responsible for account planning , opportunity identification, and pursuit. We stay closely connected to our customers ... customers with deep technical expertise in your domain to advance adoption of AWS products in service to customer...most challenging business problems. - Act as a trusted advisor to line of business and C-suite leaders. -… more
- Deloitte (Fort Worth, TX)
- …technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte initiatives. The Team: National Federal Tax Services ... developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Deloitte (Fort Worth, TX)
- …technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte initiatives. The Team: National Federal Tax Services ... developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Motion Recruitment Partners (Plano, TX)
- …all organizational areas. **Responsibilities:** **Technical** + Serving as trusted technical advisor to IT and Business leadership. + Bringing disparate groups to ... Creating or overseeing creation of architecture artifacts to support budgeting, planning , development, and support for technology solutions. + Setting direction for… more
- Deloitte (Dallas, TX)
- …recruiting, and process and technology innovation. + Identify service opportunities and advance Deloitte Tax initiatives. + Manage and grow a portfolio of clients ... developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation...Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel… more
- Deloitte (Dallas, TX)
- Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients focused on captive and outsourced ... of focus include: + Project and Sales Opportunities Support + Strategic Planning and Execution + Operating Model Structures and Governance + Customer Experience… more
