Client Advisor Jobs in Dallas, TX

Strategize wealth solutions for high-net-worth families, navigating complex estate, tax, and liquidity planning. Collaborate with internal teams to deliver integrated plans and mentorship to junior st...

Drive alignment in sourcing initiatives by coordinating and executing strategies for Business Unit Relationship Management, ensuring high-quality service delivery and operational efficiency across div...

Drive sales growth in the North Central region by leading a dynamic team to expand market presence and advocate for innovative genetic diagnostic services across various healthcare touchpoints...

Reimagine your career as you bridge finance and technology, ensuring data integrity and developing impactful reporting solutions for planning and management processes across the organization...

Optimize client insurance strategies through collaboration with brokers and carriers, driving growth and financial outcomes using comprehensive risk management solutions. Leverage market expertise to...

Unlock customer satisfaction by configuring software solutions and facilitating user acceptance testing. Collaborate with diverse teams to streamline project delivery and ensure the product meets clie...

Unlock efficiency and excellence by managing hedge fund client relationships, overseeing fund accounting and reporting, mentoring teams, and driving process improvements to ensure compliance and timel...

Lead and manage payroll operations effectively to ensure accurate processing and adherence to regulations while improving business processes for higher education and non-profit clients...

Champion the evolution of the Independent Broker Dealer channel experience by driving strategic initiatives, influencing operational performance, and fostering cross-functional collaboration to enhanc...

Unlock potential by driving enterprise growth through strategic account management, fostering executive partnerships, and executing complex sales cycles for top-level prospects globally in a data-driv...

Transform sales strategies and enhance business performance by providing data-driven insights, driving compliance across teams, and managing operational excellence in a dynamic environment to support...

Shape the future of field operations by translating business needs into actionable user stories. Collaborate with diverse teams to enhance workflow and drive standardization to create measurable opera...

Oversee all aspects of project management for commercial construction projects, ensuring timely execution from planning to closeout. Support a remote team by managing documentation, budgets, schedules...

Champion innovation by designing and implementing transformative analytics solutions, enhancing audit processes, and collaborating with diverse teams in a dynamic environment focused on continuous imp...

Lead the charge in designing and implementing innovative data solutions to enhance audit efficiency, support engagement teams, and foster a culture of collaboration and growth in a dynamic environment...

Optimize outcomes by managing a team of claim professionals handling complex claims. Oversee all aspects of claims processing while providing mentorship, setting objectives, and ensuring adherence to...

Elevate patient care by managing key accounts in specialty pharmacy, fostering provider relationships, and driving prescription referrals across rheumatology, dermatology, and gastroenterology. Delive...

Transform database management practices by leading a skilled team, ensuring data integrity and availability across projects while fostering collaboration with IT and business stakeholders...

Accelerate your career by managing employee relations investigations that uphold integrity and compliance. Engage with stakeholders, ensure thorough documentation, and recommend resolutions to enhance...

Transform financial solutions for enterprise clients by architecting AI-driven integrations and workflows, enabling channel partners to deliver tailored offerings that streamline business processes an...

Lead the charge in enhancing community engagement and driving sales. You'll be pivotal in shaping marketing strategies, conducting tours, and fostering relationships with families, all while achieving...

Lead and innovate technical architecture for full-stack solutions, driving efficiency and performance enhancements through AI integration. Mentor engineers and set best practices, while collaborating...

Join a team that's pioneering energy solutions in Texas! This senior role demands leadership in business development, team-building, and project delivery, steering the firm’s growth in renewable energ...

Join a team that's driving innovation in IT finance by managing critical stakeholder relationships, aligning IT plans with business priorities, and leveraging financial metrics to enhance decision-mak...

Unlock potential by leading technical solutions for Enterprise clients, shaping seamless system integrations, and enhancing the customer journey through innovative strategies and consultative approach...