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.
Director, Business Development
Company: EPAM Systems
Location: Dallas, TX
Posted Jan 21, 2025
EPAM is seeking a Director of Business Development with a passion for strategic initiatives and a proven track record in new business generation. The role involves working with a supportive team on diverse projects for major brands, requiring 10+ years of business experience, preferably in consulting or engineering. The successful candidate will develop long-term client relationships, understand market trends, and contribute to innovative solutions. EPAM offers comprehensive benefits and a dynamic, inclusive culture.
Revenue Recognition Lead, Global Deal Desk, Cloud Controllership
Company: Google
Location: Austin, TX
Posted Jan 21, 2025
Google is seeking an experienced accountant with a Bachelor's degree in Accounting or Finance, or equivalent practical experience, and a CPA or CA certification. The ideal candidate should have 14 years of accounting experience or 10 years with an advanced degree in a related field, along with 6 years in an Enterprise Software/SaaS environment. They should also have experience building and leading teams, preferably in process improvement initiatives and cross-functional, high-growth environments. Knowledge of US Generally Accepted Accounting Principles, particularly in the tech sector, is beneficial. Excellent communication and problem-solving skills are required. The role involves advising on financial reports, reviewing and analyzing financial data, collaborating with global teams, and leading the month-end close process. The US base salary range is $192,000-$273,000, with additional bonus, equity, and benefits. The accountant will lead a team supporting new product launches, ensuring alignment with technical accounting requirements and internal control standards.
Tax, Audit & Accounting AI Content Analyst
Company: Thomson Reuters
Location: Frisco, TX
Posted Jan 21, 2025
Thomson Reuters is seeking a Tax, Audit & Accounting AI Content Analyst to join their AI Editorial Team. This role offers an excellent opportunity for practitioners to learn about AI technology and influence its impact on the tax, audit, and accounting industry. The analyst will collaborate with internal and external teams, design content experiments, assist in testing generative AI technology, and contribute to understanding customer needs. Preferred qualifications include a Juris Doctor or CPA, experience in a CPA or audit firm, and proficiency in Microsoft Office Suite and Google Workspace. Thomson Reuters offers a comprehensive benefits package, flexible work model, and opportunities for professional growth.
Portfolio Counselor
Company: Fisher Investments
Location: Plano, TX
Posted Jan 21, 2025
Fisher Investments is seeking a Portfolio Counselor for their New Client Conversion (NCC) group. This professional-level role involves onboarding high-net-worth clients, educating them on investment philosophy, aligning portfolio strategies with client goals, and overseeing the onboarding process. The role offers uncapped performance-based compensation, a collaborative work environment, and comprehensive benefits including medical, dental, vision, a 50% 401(k) match, and 20 days of PTO. Fisher Investments prides itself on its inclusive culture, learning and development framework, and Great Place to Work Certification.
Wealth Management Client Associate
Company: Bank of America
Location: Houston, TX
Posted Jan 21, 2025
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The company values diversity, transparency, and trust, and empowers employees to bring their whole self to work. This job involves providing client service support to Financial Advisors, customizing solutions based on client needs, and ensuring operational excellence.
eMobility Senior IT Business Relationship Manager
Company: Eaton
Location: Houston, TX
Posted Jan 21, 2025
Eaton's Corporate Information Technology team is seeking a Senior Business Relationship Manager for their eMobility business. The role, primarily based in Southfield, MI, requires 10-25% travel depending on location. The successful candidate will act as a customer advocate, ensure IT alignment with customer strategy, and manage vendor relationships. They will also demonstrate financial acumen and lead projects in a global setting. A Bachelor's Degree, 10+ years of relevant experience, and strong IT industry knowledge are required. An MBA or advanced degree is preferred, along with experience in the automotive or EV space.
J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TX (Preston Center)
Company: JPMorgan Chase
Location: Dallas, TX
Posted Jan 21, 2025
J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management. The role involves offering comprehensive financial planning and advice to individuals and families, with a focus on relationship management rather than portfolio management. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and a commitment to goals-based planning. Required qualifications include a valid Series 7 and Series 66 (63/65) license, and a valid Life, Health and Long Term Care Insurance license. Preferred qualifications include CFP® certification and a Bachelor's degree. The role offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. J.P. Morgan Chase values diversity and inclusion, and is an equal opportunity employer.
Mattel Retail Service Merchandiser PTU - El Paso, TX 79904, 79912
Company: Mattel
Location: El Paso, TX
Posted Jan 21, 2025
Client Service Associate
Company: JPMorgan Chase
Location: Plano, TX
Posted Jan 21, 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 requests. 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 influencing internal partners to recommend products. Required qualifications include data analytics and change management experience, project management, and excellent communication 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 offers opportunities for career growth, diverse work environment, and competitive total rewards package.
Manager, Software Development & Engineering
Company: Charles Schwab
Location: Austin, TX
Posted Jan 21, 2025
Charles Schwab offers a Software Engineer position with a salary range of $155,709 to $220,100 per year. The role involves designing, developing, and testing software products, focusing on essential company functions like client relationship management and trading. The company emphasizes innovation, problem-solving, and transforming the finance industry. Requirements include a Bachelor's degree in Computer Science or related field and 72 months of post-Bachelor's experience in software development, involving object-oriented languages, CI/CD tools, PowerShell scripting, Agile methodologies, and cloud platforms.