Business Banking Relationship Advisor - Plano, TX Area Bank of AmericaBusiness Banking Relationship Advisor - Plano, TX AreaPlano, TexasBusiness Banking Relationship Advisor’s (BBRA) work with clients with revenues greater than $1MM and deliver the entire suite of Business Advantage solutions deposit, merchant, credit card, unsecured lending & digital, excluding specialty lending and treasury. • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers Skills Used in this Role: • Active listening.
Mgr Financial Business Consulting Horace MannMgr Financial Business ConsultingPlano, TX$105,200–$147,950 / yearp>For applicants that are California residents, please review our California Consumer Privacy Notice . And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Trust Advisor Hancock Whitney CorpTrust AdvisorKirby - Houston, TXJOB FUNCTION / SUMMARY: The Trust Advisor 4 manages and develops complex client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships as well as fiduciary services, investment management services, and other types of accounts within Private Wealth Management. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Wealth Advisor, Managing Director BakerAvenueWealth Advisor, Managing DirectorSouthlake, TXOther credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.
AdviseTX College Advisor University of North Texas SystemAdviseTX College AdvisorDallas, TexasCollaborate with school personnel to promote the college going culture at the school, including but not limited to visiting classrooms, assemblies and student organization meetings to offer college advising services, organizing a Decision Day event to celebrate the college going decisions of graduating seniors, and other workshop and programs as needed to reach established college going goals. Candidates should be able to express enthusiastic support for the mission of the university to transform the lives of students, families and communities by providing high-quality, student-focused education in preparation for tomorrow’s careers, and its vision to create the place of choice where students are inspired to learn, faculty are inspired to teach, and the community is inspired to support.
Career Advisor I C2 Global Professional Services LLCCareer Advisor IDallas, TXContinuously evaluates customers' needs and provides referrals/connections to internal or external support services to help overcome challenges and obstacles that could undermine the jobseekers' academic or career success. Our guiding principle is clear: to navigate the complex landscape of workforce development, our passionate team members provide unparalleled customer service and actively support the communities where we live and work.
Technical Project Advisor- Environmental Solutions Republic Services IncTechnical Project Advisor- Environmental SolutionsArlington, TXThe Technical Project Advisor supports the Company's execution of revenue management activities and has technical sales responsibilities supporting the sales team; interacts with all levels of management; and at times, acts as a liaison between the sales team, key corporate departments and field operating units. POSITION SUMMARY: The Technical Project Advisor, leads the process to prepare bids, responses and analyses primarily for the Environmental Services operations including sales proposals that may include hazardous waste management and/or lab pack, remediation, drum management and field services for industrial customers.
Trust Sales Advisor UMB BankTrust Sales AdvisorDallas, TexasThis role will identify opportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. You show familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management.
Retirement and Financial Planning Services Manager Hilltop Holdings IncRetirement and Financial Planning Services ManagerDallas, TXThis role is responsible for consulting with Hilltop Securities Private Client Group and Momentum Independent Network group of financial professionals to grow retirement plan and financial planning services. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Dallas The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - DallasDallas, TXWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)Dallas, TXFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
Senior Commercial Real Estate Advisor Sands Investment GroupSenior Commercial Real Estate AdvisorDallas, TexasWhy Join SIG?-National Platform with $10.1 billion in closed transactions-Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers-One-on-one mentorship with Managing Directors and senior producers-Access to $1.5 billion in inventory What You’ll Do-Drive lead generation and nurture relationships with investors and property owners-Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings-Collaborate with your team and marketing staff to bring deals to market-Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities-Own key accounts and client relationships within your product specializationWho Are You-5+ Years in commercial real estate, or investment sales-Proven closer or producer looking for a stronger platform-Licensed Real Estate Agent or actively pursuing licensing-Comfortable with CRM systems, data tools, and financial analysis-A culture fit: Collaborative, Coachable, Communicative, and ConsistentCompensation-100% commission-based role, no cap on earnings-Includes access to SIG’s national inventory, CRM, marketing systems, and trainingOffice Location: Dallas, TXOffices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage businessThis is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)Dallas, TX$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
NewInsurance Due Diligence Advisor, Private Equity and M&A Hub International LtdInsurance Due Diligence Advisor, Private Equity and M&ADallas, TX$125,000–$175,000 / yearDisclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, Ohio, and Washington states: The expected salary range for this position is $125,000- $175,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. You will coordinate directly with PE deal teams, strategic acquirers, and target company executives while drawing on HUB's national network of specialty coverage experts to deliver a comprehensive picture of the target's insurance program.
ITSM Specialist Advisor - Major Incident Management NTT DATAITSM Specialist Advisor - Major Incident ManagementPlano, TX$70–$84 / hourDevelops and implements a master transition plan that manages cost and schedule to create or modify facilities, hire required staff, implement and test technical solutions, NTT DATA management, 3rd party partner management, extended transition team management, and implements service delivery processes. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity.
Family Office Advisor District PartnersFamily Office AdvisorDallas, TexasThis is a highly sophisticated, relationship driven seat working alongside some of the most accomplished professionals in the industry, serving entrepreneurs, executives, multi-generational families, athletes, entertainers, and business owners with exceptionally complex financial lives. Advisors are empowered by a highly collaborative infrastructure that allows them to focus on what matters most: delivering exceptional outcomes and becoming indispensable to clients navigating increasingly complex lives and balance sheets.
Senior Relationship Advisor Northern Trust CorpSenior Relationship AdvisorDallas, TXAs a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs. Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws.
Sourcing Category Manager Senior Advisor Jack Henry & Associates IncSourcing Category Manager Senior AdvisorAllen, TXYou will work closely with IT, Finance, Legal, and business leaders as a trusted advisor-helping teams select the right partners, structure engagements for success, and maximize the value delivered through consulting, systems integrators, managed services, and reseller relationships. In this highly visible role, you will lead category strategy, supplier strategy, negotiate complex service and reseller agreements, and establish best-in-class governance models that enable the business to move fast while managing cost and risk.
NewInformation Security Advisor Elevance Health IncInformation Security AdvisorGrand Prairie, TXMinimum Qualification: Requires BS/BA degree in Information Technology or related field of study and a minimum of 5 years of experience in systems support, system administration, system engineering, system security, access management, network security, network communications, computer networking, telecommunications, systems development and management, hardware, software, and/or data; or any combination of education and experience, which would provide an equivalent background. Must be capable of providing top-tier support for 4 or more of the information security technology common body of knowledge skill sets: 1) Access Control, 2) Application Security, 3) Business Continuity and Disaster Recovery Planning, 4) Cryptography, 5) Information Security and Risk Management 6) Legal, Regulations, 7) Compliance and Investigations, 8) Operations Security, 9) Physical (Environmental) Security, 10) Security Architecture and Design, 11) Telecommunications and Network Security.
Lead Strategic Solutions Advisor VizientLead Strategic Solutions AdvisorIrving, TX$102,400–$179,000 / yearSummary: In this role, you will serve as a strategic advisor to leadership and clients, leveraging deep product expertise, healthcare strategy analytics, and business acumen to influence long-term planning and operational decision-making across Sg2 products. You will lead executive-level discussions, drive adoption of forecasting and analytics solutions, and deliver actionable insights that help clients achieve measurable business outcomes while maintaining strong Product Advisor/CSA engagement across all Sg2 accounts.