- Teleperformance USA (Stillwater, OK)
- …strategic partnership that produces top level KPI performance. You will serve as a trusted advisor to the client and bring a constant desire to add value. A "Passion ... to work in the USwithout sponsorship. Your Responsibilities Accountable for the financial and operational results (key metrics), as well as the development,… more
- Chatterboxes (Oklahoma City, OK)
- …team member's professional and personal well-being: 401(k) with 50% company match Financial literacy resources with a dedicated advisor Health, dental & ... vision insurance (BCBS HMO, with 80% of the single-plan premium covered by Chatterboxes for direct employee) CEU or related professional development reimbursement up to $1,200/year Full reimbursement for ASHA or related professional organization dues PTO… more
- The Covenant School (Oklahoma City, OK)
- …Head of School is accountable to the Board of Directors and serves as both advisor to the Board and representative of the school in the broader community. KEY ... a strong enrollment and advancement program. Finance & Fundraising Oversee financial management, budgeting, and business procedures. Lead efforts to meet fundraising… more
- Menlo Ventures (Oklahoma City, OK)
- …our customers, identify and cultivate champions, and establish yourself as a trusted advisor . You will report to a Field Engineering Manager within the Financial ... or R Experience working with global system integrators, consulting organizations, or financial services technology, or financial services data providers is a… more
- CliftonLarsonAllen LLP (Oklahoma City, OK)
- …to meet client needs. This leader will act as a trusted advisor to clients, ensuring operational excellence, strategic alignment, and the successful delivery ... evaluations to track team progress and address challenges.* Operational and Financial Management: + Develop and manage budgets for client engagements, ensuring… more
- Thclinic (Oklahoma City, OK)
- …departments to meet objectives and ensure comprehensive services. Act as an advisor and decision-maker for logistical matters and case questions. Support and ... responsibilities when there are gaps in staffing. Monitor and approve financial expenditures for community events. Attend, participate in, and facilitate all… more
- Edward Jones (Oklahoma City, OK)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Oklahoma City, OK)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Thrivent Financial (Oklahoma City, OK)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- JPMorgan Chase (Oklahoma City, OK)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Cardinal Health (Oklahoma City, OK)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. … more
- Sedgwick (Oklahoma City, OK)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability ... | REMOTE **Job Description Summary** To analyze complex or technically difficult environmental claims; to provide resolution of highly complex nature and/or severe injury claims; to coordinate case management within company standards, industry best practices… more
- Edward Jones (Edmond, OK)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Oracle (Oklahoma City, OK)
- …on accurate infrastructure costs. + **Strategic Advisory:** Act as the primary financial and technical advisor on infrastructure investment proposals, capacity ... you thrive on the intersection of deep technical understanding and complex financial modeling? We are seeking a **Principal Cloud Infrastructure Cost Strategist** to… more
- Raymond James Financial, Inc. (Oklahoma City, OK)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- City National Bank (Oklahoma City, OK)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Sedgwick (Oklahoma City, OK)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more
- City National Bank (Oklahoma City, OK)
- …documentation, processing money movement transactions as an example * Partner with Financial Advisor (s) in developing a business plan and delivering against ... resources of one of the largest and most respected financial firms in the world. Our small size and...internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate… more
- UMB Bank (Oklahoma City, OK)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... of education & experience preferred + 5+ years of financial services industry experience, with a minimum of 3...Plan Services experience strongly preferred + Broad knowledge of financial markets, asset allocation principles, and financial … more
- Cardinal Health (Oklahoma City, OK)
- …Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations. **_Job ... Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a...category plans and innovative merchandising programs to deliver on financial objectives for the product category and ensures Cardinal… more
