Trusted Advisor Jobs in Austin, TX
Looking for Trusted Advisor jobs in Austin, TX? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Austin, TX area.
Senior Financial Analyst - Hybrid
Company: BigCommerce
Location: Austin, TX
Posted Jan 24, 2025
BigCommerce is seeking a Senior Financial Analyst to join their Financial Planning & Analysis team. The role involves being a trusted advisor on company-wide financial matters, performing analysis, and providing actionable insights to leadership. The ideal candidate should have 5+ years of financial analysis experience, strong analytical skills, and proficiency in Excel. The company is committed to diversity, equity, and inclusion, and offers a competitive salary range of $78,186 - $120,000 USD.
Asset & Wealth Management - Tech & Provisioning Specialist - Richardson
Company: Goldman Sachs
Location: Richardson, TX
Posted Jan 24, 2025
Goldman Sachs is seeking a Tech & Provisioning Specialist for Marcus by Goldman Sachs. The role involves provisioning system access, resolving access-related issues, and performing regular access audits for the Deposits business line. The successful candidate will work closely with business leaders, onboarding teams, Engineering, and external partners. Key responsibilities include provisioning for new hires and transfers, mitigating risk through audits, troubleshooting system issues, and partnering with stakeholders to resolve technical issues. The ideal candidate should have strong time management skills, experience in system provisioning or tech, excellent communication skills, and the ability to lead multiple projects.
Senior Home Lending Advisor - San Antonio TX
Company: JPMorgan Chase
Location: San Antonio, TX
Posted Jan 23, 2025
Chase Home Lending is seeking a Senior Home Lending Advisor to join their high-energy team. The role involves serving as the primary point of contact for customers throughout the loan process, providing training to the branch team, and collaborating with colleagues to deliver an exceptional customer experience. The ideal candidate will have a Bachelor's degree, 3+ years of mortgage lending experience, and strong knowledge of local real estate markets. Preferred skills include FHA/VA sales experience, marketing abilities, and consultative skills. The position requires NMLS registration and compliance with Dodd Frank/Truth in Lending Act qualification requirements.
Client Service Associate
Company: JPMorgan Chase
Location: Plano, TX
Posted Jan 23, 2025
The job posting is for a Client Service Associate role within JPMorgan Chase's Commercial Bank. The role involves managing multiple client relationships, providing support for complex treasury and cash management products, and resolving client issues. The associate will serve as the primary point of contact for assigned clients, interacting with high-level executives to research and resolve issues. Key responsibilities include leading client relationships, proactively determining service improvements, and customizing solutions based on client trends. Required qualifications include data analytics, change management, project management, and strong interpersonal skills. Preferred qualifications include knowledge of Treasury Services and Custom Card products, a Bachelor's degree, and Google G suites/Microsoft Office proficiency. The role involves some travel and offers a competitive total rewards package, including comprehensive health care coverage and opportunities for career growth.
Customer Success Engineer- Cortex
Company: Palo Alto Networks
Location: Plano, TX
Posted Jan 23, 2025
Senior Knowledge Analyst - Digital Oil & Gas
Company: Boston Consulting Group (BCG)
Location: Houston, TX
Posted Jan 24, 2025
Financial Solutions Advisor - Consumer Investments - Northeast Houston
Company: Bank of America
Location: The Woodlands, TX
Posted Jan 23, 2025
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Key responsibilities include triaging client leads, making referrals, meeting with clients to review financial goals, and building a financial plan with brokerage products. The role requires Series 7 & 66 licenses, at least one year of experience in the investments industry, and strong communication and relationship-building skills. The position is subject to SAFE Act registration requirements.
Senior Lead Business Growth Strategy Consultant
Company: Wells Fargo
Location: Houston, TX
Posted Jan 23, 2025
Account Executive, Majors, General Contractors
Company: Procore Technologies
Location: Austin, TX
Posted Jan 24, 2025
Procore Technologies is seeking a Majors Account Executive, General Contractors to join their Sales Team. The role involves selling Procore's project management tools to strategic mid-market accounts, focusing on new account acquisition and new product sales. Key responsibilities include following up on leads, prospecting, qualifying, solution selling, negotiation, and closing deals. The ideal candidate should have a BA/BS or equivalent experience, 5+ years of software sales experience, preferably B2B, and proficiency in Microsoft Office, CRM systems, and Salesforce.com. Procore offers competitive benefits including health care plans, unlimited paid time off, and employee enrichment programs.
Pharmacy Technician
Company: CVS Health
Location: Abilene, TX
Posted Jan 23, 2025
CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of 'Bringing our heart to every moment of your health'. The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. They are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. The role involves completing basic inventory activities, delivering additional health care services, and adhering to all relevant laws and regulations.
Financial Solutions Advisor - Consumer Investments - Plano TX Area
Company: Bank of America
Location: Plano, TX
Posted Jan 23, 2025