Manager, Services Advisors Applied Systems, Inc.Manager, Services AdvisorsDallas, TXRemoteTo keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. Reporting within the CX Services organization, this leader manages a team of Services Advisors who scope the training, consulting, and technical assistance engagements Applied customers need - work whose success depends on how closely the estimated scope matches what's actually delivered.
Associate, Advisor Marketing FartherAssociate, Advisor MarketingDallas, TXFarther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
HR Business Partner, Client & Advisor Experience FartherHR Business Partner, Client & Advisor ExperienceDallas, TXPartner with CX and AX leadership (including leaders overseeing advisor experience, client transitions, and client experience) on people strategy, headcount planning, and organizational development. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Financial Associate Ground Level GoalsFinancial AssociateDallas, TexasRemoteRequired Skills: AnalysisOffersFinancial PlanningConfidentialityInterpersonal SkillsPresentationsRegulationsRecordsMaterialsPreparationResearchSoftwarePlanningCustomer ServiceMicrosoft OfficeCommunicationManagement. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future.
NewSourcing Senior Specialist Advisor NTT DATA Group CorpSourcing Senior Specialist AdvisorPlano, TX$130,000–$201,000 / yearShe/he will be a hands-on employee, working alongside other Procurement leaders and teams, as well as leadership across the NTT Operating Companies to analyze spend, assess current and changing market forces across the IT industry, and assess current commercial arrangements across NTT to identify/drive improvement opportunities for the business. Able to analyze the current state of practices within NTT Global Sourcing and NTT Operating Companies across all IT sub-categories of spend involving multiple IT vendors and collaborate with stakeholders to forge comprehensive supply chain strategies that increase leverage and drive commercial improvements with IT vendors.
Mortgage Loan Advisor Huntington National BankMortgage Loan AdvisorDallas, TexasHuntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Responsibilities include the origination of 1-4 family residential mortgage loans, developing both internal and external referral sources to grow their business, and the cross sell of other bank products and to further OCR relationships.
NewADMIN - SERVICE ADVISOR (FULL TIME) Compass Group North AmericaADMIN - SERVICE ADVISOR (FULL TIME)Carrollton, TXEssential Duties and Responsibilities: Oversees general operation of the unit office to include upkeep of operating cost records, associate files, compliance, record retention in addition to organization and filing of records and other operational supporting documentation that may be required; maintains supporting documentation. About Parks Coffee: Parks Coffee is a privately owned office coffee service company, providing drinks, snacks and break room supplies to more than 15,000 businesses across 12 branches, with humble origins in the family garage.
Energy Advisor- Commercial Sales EnergyBy5Energy Advisor- Commercial SalesDallas, TX$75,000–$175,000 / yearSuccessful candidates must be self-starters and entrepreneurs who are committed to delivering superior energy advice to companies that are faced with a variety of complex energy challenges that include volatile market prices, reliability, and the need to meet aggressive carbon reduction targets. Sales Presentations: You will compose and deliver compelling sales presentations, effectively communicating the benefits of energy products and services to potential clients, while maintaining an executive-level presence.
Wealth Management Advisor II Fifth Third BancorpWealth Management Advisor IIDallas, TXThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
Senior Home Lending Advisor Carrollton, TX JPMorgan Chase & CoSenior Home Lending Advisor Carrollton, TXCarrollton, TXJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Multifamily Underwriter - Advisor Fannie Mae CorpMultifamily Underwriter - AdvisorPlano, TXThe Multifamily Underwriter- Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Advise on potential risks and costs involved with providing services to a customer. As a valued contributor to our team, you will advise team members on managing communications and/or negotiations between Fannie Mae and clients regarding loans and other investments.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IDallas, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Market Fundamentals Advisor HF Sinclair CorpMarket Fundamentals AdvisorDallas, TXHF Sinclair owns and operates refineries located in Kansas, Oklahoma, New Mexico, Wyoming, Washington and Utah and markets its refined products principally in the Southwest U.S., the Rocky Mountains extending into the Pacific Northwest and in other neighboring Plains states. HF Sinclair Corporation, headquartered in Dallas, Texas, is an independent energy company that produces and markets high-value light products such as gasoline, diesel fuel, jet fuel, renewable diesel and other specialty products.
NewSenior Compliance Advisor - Vanguard Personalized Indexing (VPI) | Advice & Wealth Management Vanguard GroupSenior Compliance Advisor - Vanguard Personalized Indexing (VPI) | Advice & Wealth ManagementDallas, TXVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. As a Senior Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal role in shaping the future of our personalized investment offering.
Associate, Advisor Marketing Farther FinanceAssociate, Advisor MarketingHybrid - Dallas, TXu003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eThink client service meets marketing. Join our team and be a key contributor in shaping the future of wealth management.u003c/pu003enu003ch3u003eYour
NewAnti-Money Laundering (AML) Compliance Advisor Manager Capital One Financial CorpAnti-Money Laundering (AML) Compliance Advisor ManagerPlano, TX$138,100–$157,700 / yearWhile working within the AML Program framework, the AML Compliance Advisor Manager is responsible for delivering quality results by: Providing AML subject matter expertise, guidance and consultation regarding AML requirements applicable to any new or modified product or service or other initiatives introduced by or impacting the Card Line of Business, with a focus on Card Partnerships; Providing effective challenge and guidance on AML compliance risks and supporting business line through various interactions and forums; Leading and advising on due diligence, integration and conversion efforts; Assessing operational breakdowns for AML compliance risk and providing guidance on remediation/recovery plans; Providing guidance on controls over AML compliance requirements and business line monitoring of those controls; and. The Anti-Money Laundering (AML) Compliance Advisor Manager performs a key risk management role in the second line of defense, helping to ensure corporate initiatives and lines of business processes comply with applicable AML and associated laws and regulations.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorDallas, TXRemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Senior Home Lending Advisor - Forney TX JPMorgan Chase & CoSenior Home Lending Advisor - Forney TXForney, TXJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Frisco TX JPMorgan Chase & CoSenior Home Lending Advisor - Frisco TXFrisco, TXJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Hurst TX JPMorgan Chase & CoSenior Home Lending Advisor - Hurst TXHurst, TXJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.