- Fidelity TalentSource LLC (Westlake, TX)
- …trust and recordkeeping service agreements with large/select plan sponsors. We are client -facing associates who collaborate with internal business partners in ... which you will readily use to simplify sophisticated contract and business issues for straightforward, practical analysis and resolution.Executive-level… more
- Fidelity TalentSource LLC (Westlake, TX)
- …digital engagement experiences? Are you ready to develop cutting edge, best-in-class digital client and advisor experiences crucial to the success of PI's ... mentoring, and coaching The Team Your work will support the growth and client experience for Fidelity's Personal Investing business . Fidelity Personal Investing… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of established investment policies and guidelines.Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with ... tax teams as needed to support a transaction.Provide in-depth analysis of portfolio and fund performance, risk, cash flows,...in an investments role with demonstrated ability to gain client trust.MBA or graduate degree in finance, economics, or… more
- Neuberger Berman (Dallas, TX)
- … needs and objectives Travel frequently to various domestic locations to attend client meetings and promote new business opportunities Facilitate and promote new ... NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients,… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including ... presentation and sales skills that establish the WA as a trusted, client -focused, financial advisor with capabilities to serve affluent clients, including… more
- Bank of America (Dallas, TX)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... Financial Solutions Advisor - Consumer Investments - Park Cities Dallas,...* Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written… more
- EFI Global (Dallas, TX)
- …levels as determined by manager.** **Promotes EFI Global capabilities to expand business opportunities with new and existing client companies assisting in ... testimony, into a recognized global leader in engineering failure analysis , origin-and-cause investigations, environmental consulting, laboratory testing and specialty… more
- Deloitte (Dallas, TX)
- …review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. + Working within a team and supporting and ... Interested in taking your tax and business experience to a whole new level? Want...of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice.… more
- Deloitte (Dallas, TX)
- …code! Work you'll do As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax consulting and compliance services ... to a diverse client base in various industry sectors. You will work...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Deloitte (Dallas, TX)
- …identification of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically… more
- Publicis Groupe (Irving, TX)
- …can help clients achieve their business goals. + **Reporting and Analysis :** Manage client reporting, analysis , and insights. Uncover actionable ... a crucial role in growing our current book of business by leveraging your expertise to identify, influence, present,...client satisfaction, growth, and trust, ultimately becoming the client 's trusted advisor . + **Why you might… more
- CBRE (Dallas, TX)
- …Requires in-depth knowledge of financial terms and principles. Reviews complex financial/ business analysis and reports prepared by subordinates. Ability to ... maximize performance of the company's platform in attracting new business development and growing market/ client share, as...for potential impact on operations and responds with necessary business changes as indicated. * Provides analysis ,… more
- PNC (Desoto, TX)
- …Making, Financial Analysis , Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...be successful in this position. **Preferred Skills** Book Of Business , Client Relations, Credit, Credit Products, Customer… more
- Bank of America (Fort Worth, TX)
- …Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Business Development + Client Experience Branding + Client Management ... Business Banking Relationship Manager/Senior Relationship Manager - Fort...responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Deloitte (Fort Worth, TX)
- …matter experts and industry specialists provide services and solutions relevant to our client 's business . Our team will assist with global tax challenges and ... complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates....department to create greater impact and efficiency within our client 's organization. Our spectrum of business tax… more
- Caterpillar, Inc. (Irving, TX)
- …multi-disciplinary teams, facing off with client stakeholders, SME's and managing client relationships. + Facilitate alignment between business and IT, and ... and reference architecture development. + Function as a trusted advisor , providing insights and recommendations on technology solutions and...+ Provide support to management on build vs buy analysis and decisions. + Partner with Business … more
- Deloitte (Fort Worth, TX)
- …needs and cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, ... industry specialists provide services and solutions relevant to our client 's business . Our team will assist with...years' experience in federal tax compliance, tax planning, tax analysis , and tax research + One of the following… more
- JPMorgan Chase (Plano, TX)
- …networks and centers of influence to independently identify and pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to ... strategic thinker, passionate about delivering solutions to clients, and have experience in business development within Payments. You have found the right team. As a… more
- Capital One (Dallas, TX)
- …clients. + In addition to being the primary point of contact and key financial advisor for the client , the Banker is also accountable for developing new ... - Dallas, United States of America, Dallas, Texas Senior Business Banker - DFW Do you have a passion...+ The roles responsibility includes managing and cross-selling a client portfolio comprised of treasury management and/or credit clients… more
- Deloitte (Fort Worth, TX)
- …experienced Tax Consultants and Tax Seniors; you will begin taking on lead client -contact roles, and billing and profitability analysis , on engagements; and you ... trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do… more
