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 Director, Risk Management (FS BRO)
Company: Capital One
Location: Plano, TX
Posted Jan 23, 2025
Capital One is seeking a Senior Director of Risk Management for the Financial Services Business Risk Office (FS BRO). The role involves leading the delivery team supporting Loan Servicing, ensuring continuous improvement of risk management programs, and acting as the primary risk advisor to the Executive Vice President of Loan Servicing. The ideal candidate should have strong experience in Risk Management within the financial services industry, excellent problem-solving skills, and significant leadership experience. Responsibilities include managing and enhancing the Loan Servicing risk management program, driving cross-functional improvement efforts, and developing a vision for future enhancements in data analysis and root cause analysis.
Sr. Sales Executive, Public Safety (Texas & Oklahoma)
Company: Thomson Reuters
Location: Austin, TX
Posted Jan 23, 2025
Thomson Reuters is seeking a Senior Sales Executive with a focus on identity fraud, program integrity, and investigative markets. The role involves driving sales with new customers and growing existing revenues of public records, investigative content, and emerging technologies within the public safety government markets. The ideal candidate should have a minimum of 4-5 years of direct field sales experience, preferably in the government markets, and a proven track record of sales quota overachievement. The position requires consistent achievement of sales quotas, maintaining a new sales pipeline in Salesforce, and conducting regular customer meetings. Thomson Reuters offers a comprehensive benefits package, including flexible vacation, mental health days, and resources for wellbeing.
Financial Solutions Advisor I - Registration Candidate - Consumer Investments - San Antonio, TX
Company: Merrill
Location: Converse, TX
Posted Jan 23, 2025
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) for their Advisor Development Program. The role involves obtaining Securities Industry licenses, learning foundational skills for client relationship management, and providing comprehensive financial advice. The bank offers world-class training, on-boarding programs, and continuous professional development. The ideal candidate should be goal-oriented, comfortable in a sales role, and have strong communication and collaboration skills. A bachelor's degree or relevant experience in the financial service industry is preferred.
Registered Client Service Associate
Company: Morgan Stanley
Location: Austin, TX
Posted Jan 23, 2025
Registered Client Service Associates (CSAs) play a crucial role in enhancing client relationships and delivering comprehensive services. They support business growth by engaging clients, providing guidance, and ensuring current documentation. CSAs also collaborate with Financial Advisors, maintain marketing materials, and participate in firm initiatives. Essential skills include strong industry knowledge, excellent interpersonal skills, and proficiency in Microsoft Office. Morgan Stanley values diversity and equal employment opportunities.
Associate Sales Specialist - MLF Growth Team
Company: Thomson Reuters
Location: Dallas, TX
Posted Jan 23, 2025
Thomson Reuters is seeking an Associate Sales Executive to promote and sell Practical Law and CoCounsel solutions to new law firm customers within an assigned territory. The role involves making outbound calls, prospecting potential clients, setting appointments, and understanding client needs to present solutions. The successful candidate should have proven sales experience, strong prospecting skills, excellent communication, and proficiency in CRM software. Thomson Reuters offers a comprehensive benefits package, including wellbeing, culture, learning & development, social impact, and purpose-driven work. The target total cash compensation range for this role is $73,850 - $137,150.
Registered Client Service Associate
Company: Morgan Stanley
Location: Austin, TX
Posted Jan 23, 2025
The Registered Client Service Associate role at Morgan Stanley involves providing exceptional service to clients and supporting Financial Advisors/Private Wealth Advisors. Key responsibilities include client support, administrative tasks, and educating clients on digital tools. The ideal candidate should have strong interpersonal skills, a client-first mindset, and relevant industry experience. Required qualifications include a high school diploma, financial services knowledge, and proficiency in Microsoft Office. Morgan Stanley is committed to diversity and equal employment opportunities.
Account Executive - Mid-Market
Company: AppFolio
Location: Dallas, TX
Posted Jan 23, 2025
AppFolio is seeking an energetic Account Executive to join their Mid-Market Sales Team. The role involves prospecting, qualifying, and closing business within an assigned territory. Successful candidates will earn great pay, receive exceptional sales and product training, and have opportunities for career growth. The ideal candidate should have 4+ years of B2B field sales experience, preferably in tech, and a proven track record of exceeding sales quotas. They should also possess strong computer skills and the ability to develop trusted relationships and find creative solutions in a fast-paced environment. The base salary for this role ranges from $70,000 to $106,000.
Senior Director, Asset Management, Americas
Company: Equinix, Inc
Location: Frisco, TX / Remote
Posted Jan 23, 2025
Equinix, a global digital infrastructure company, is seeking a Senior Director of Asset Management for the Americas. The role involves managing assets, ensuring financial performance, leading investor relations, and handling customer deals. The candidate must have extensive experience in cross-functional product operations, finance, or revenue operations within a large-scale organization. Key responsibilities include understanding JV documents, preparing investor materials, chairing investor meetings, and driving fiscal performance improvements. The ideal candidate should possess excellent communication skills, strategic thinking, and the ability to work in a fast-paced environment. The targeted pay range for this position in San Francisco, CA is $179,000 to $304,000 per year.
Sr. Technical Support Engineer, Focused Services
Company: Palo Alto Networks
Location: Plano, TX
Posted Jan 23, 2025
Palo Alto Networks is a cybersecurity company dedicated to protecting the digital way of life. They value innovation, collaboration, and disruption, and are committed to shaping the future of cybersecurity. The company offers a range of benefits including FLEXBenefits, mental and financial health resources, and personalized learning opportunities. Employees work full-time from the office, fostering casual conversations and trusted relationships. The role involves providing advanced-level technical assistance to top-tier customers, troubleshooting complex issues, and maintaining rigorous case management practices. Minimum of 7 years of network security experience is required, along with expertise in various networking technologies and protocols.
ESCO Planning and Declarations Export Advisor
Company: RTX
Location: Richardson, TX
Posted Jan 23, 2025
RTX Corporation, an Aerospace and Defense company, is seeking an Export Advisor for its Enterprise Services Customs Operations (ESCO) team. The role involves planning, organizing, and implementing day-to-day export transactions, ensuring compliant and timely submission of export declaration filings, and serving as the primary point of contact for export declaration filings. The ideal candidate should have a Bachelor's degree plus 5 years of relevant experience in Customs Compliance and Operations, or an advanced degree with 3 years of experience. U.S. citizenship is required. The company offers a robust total rewards package, including healthcare, wellness, retirement, and work/life benefits, as well as career development and recognition programs. This role is also eligible for the Re-Empower Program, a 14-week initiative to support professionals rebuilding their capabilities and enhancing leadership skills.
Financial Solutions Advisor - Consumer Investments - West Texas
Company: Bank of America
Location: Midland, 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. The role involves triaging client leads, making referrals, meeting with clients to review financial goals, building a financial plan, and recommending brokerage products. The ideal candidate should have Series 7 & 66 licenses, at least one year of experience in the investments industry, and strong relationship-building skills. The position offers opportunities for career growth and making a difference.