- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located in a ... and technology teams to deliver capabilities that improve the client and advisor 's digital experience ...has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected… more
- Black & Veatch (Fort Worth, TX)
- **Senior Program Manager and Technical Advisor - Dallas/Fort Worth, TX** Date: Dec 18, 2024 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & Veatch ... Opportunity** **_Black & Veatch has an exciting opportunity for a Senior Program Manager and Technical Advisor position focused on water and wastewater projects… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …for assigned client accounts and is the client relationship manager and trusted technical advisor for Solomon services, studies and products. Will ... Solutions Delivery team focused on Solomon's global advisory business. The Senior Advisor will be responsible for client engagement, project management,… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …partner for assigned client accounts and is the client relationship manager and trusted technical advisor for Solomon services, studies, and products + ... In this role, the candidate will work as a client -facing advisor , an advisor to...benchmarking methodologies and studies that, when combined with industry experience , will develop a strong belief in the benefits… more
- Capital One (Plano, TX)
- Plano 2 (31062), United States of America, Plano, Texas Risk Manager , Operational Risk Advisor Do you want to be part of an organization that's dedicated to ... serve as both an effective challenger and a trusted advisor , performing analysis on risk information to advance risk...Risk Management, Audit, or Finance - 4+ years in Client Consulting - 4+ years of experience … more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- Atria Wealth Solutions (Plano, TX)
- …(CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... member until the account is closed. As a Financial Advisor your responsibilities include, but are not limited to,...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- PNC (Frisco, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience , efficiently handling sales and service, identifying sales and/or ... to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in... loyalty and share of wallet through an exceptional client experience . Applies product and procedural knowledge… more
- SCI Shared Resources, LLC (Grand Prairie, TX)
- …possibilities of joining a Great Place to Work! The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance ... **JOB RESPONSIBILITIES** + Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating prospective … more
- Bank of America (Frisco, TX)
- Merrill Market Client Relationship Manager Frisco, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- ManpowerGroup (Irving, TX)
- The Client Manager drives profitable growth for an assigned portfolio (traditional or MSP/VO) through the provision of consultative and operational excellence ... managing service delivery across multiple accounts and platforms. The Client Manager provides strategic account management and...provide insights into strategic workforce solutions * Offer excellent client experience by being a world of… more
- Prototype IT (Lewisville, TX)
- JOB SUMMARY prototype:IT is seeking a Client Success Manager whose responsibilities include establishing long-term relationships between prototype:IT and its ... incremental sales and revenue growth from assigned accounts. The Client Success Manager liaises between customers and...experience and a proven, verifiable track record in client success, account management, or sales is essential +… more
- WTW (Dallas, TX)
- **Description** **Join Our Team as a Client Success Manager - Transform Client Experience with WTW!** Are you passionate about building meaningful ... career? WTW is looking for a proactive and dedicated Client Success Manager to join our dynamic...by providing responsive, considerate, and effective support, turning every client interaction into a delightful experience . +… more
- Wolters Kluwer (Coppell, TX)
- …service and ensuring client satisfaction. Identify opportunities to enhance client experience and provide additional value through solutions tailored to ... Director of Client Relationships, the role of Client Relationship Manager will be to work...products and solutions in our Professional segment, with sales experience to drive the intended retention growth and within… more
- Charles Schwab (Westlake, TX)
- …and serving the unique needs of transitioning advisors and their clients. The Manager , Advisor Transition Services puts the growth and education of these ... held accountable to achieving advisor training milestones, advisor technology adoption goals and first year client...have. Required Qualifications: + Minimum of 3 years of experience in Advisor Services + Previous or… more
- Bank of America (Dallas, TX)
- … Manager . In addition to their primary functions, the Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager . ... client goals. **Position Overview:** The Private Wealth Supervision Manager (PWSM)positionreports to the Merrill Private Wealth Business Segment Supervision… more
- Thrivent Financial (Dallas, TX)
- …accelerates productivity and skill development. + Enhance the effectiveness of the client experience by regularly delivering ongoing feedback and coaching. + ... The Manager of Virtual Advice is responsible for leading...or equivalent experience . + Required: prior financial advisor experience and multiple years leading a… more
- Bank of America (Frisco, TX)
- …and serves the client by proactively managing and mitigating risks. Supervision manager as a member of the branch leadership team, the r is responsible for ... Supervision Manager Charlotte, North Carolina;Frisco, Texas; Lake Oswego, Oregon;...contributes to the line of business profitability by influencing Advisor business practices in ways that minimize regulatory and… more
- Charles Schwab (Westlake, TX)
- …Fraud, Surveillance & Investigations Team. This team is seeking a Senior Team Manager for Advisor Services Investigations. This role will provide high level ... on matters relating to fraud in the Registered Investment Advisor (RIA) space. The Senior Team Manager ...you have** Required Qualifications: + 8+ years of professional experience working in a fraud, compliance or risk environment… more
- Acosta Group (Dallas, TX)
- …○ Provide strategic input on presentation content to ensure alignment with organizational and client goals. ○ Act as a trusted advisor for executives, offering ... **DESCRIPTION** **Position Title: Executive Comms Manager ** **Ideal Candidate for this position:** The Executive Communications Manager is responsible for… more