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Keywords: Client Advisor, Location: Dallas, TX

Page: 12

Major Account Manager, Healthcare

Company Description Arista Networks is an industry leader in data-driven, client-to-cloud networking for large data.... You will be responsible for utilizing a consultative selling approach with key client stakeholders to address the business needs of hybrid...

Company: Arista Networks
Location: Dallas, TX
Posted Date: 12 Dec 2025

Sales and Use Tax Manager, State and Local Tax

in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies... for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload...

Company: BDO
Location: Dallas, TX
Posted Date: 10 Dec 2025
Salary: $79800 - 168000 per year

Sales and Use Tax Manager, State and Local Tax

in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies... for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload...

Company: BDO
Location: Dallas, TX
Posted Date: 09 Dec 2025
Salary: $79800 - 168000 per year

UHNW Private Banker, Director

an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life... and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic...

Company: Citigroup
Location: Dallas, TX
Posted Date: 08 Dec 2025

Regional Engineering Business Development Manager

subject matter expert (SME) to develop new client relationships in need of Engineering Facility Services in the Dallas- Fort... around national client attainment. Develop and execute short and long-term sales plans, maintain present sales, attract and connect...

Company: ABM
Location: Dallas, TX
Posted Date: 07 Dec 2025

Portfolio Manager, IPG

. Serves as the trusted advisor the clients and prospects. Establishes strong credibility with internal and external..., Closers, Servicing, technical services, and other partners to identify cross-sell opportunities and deepen client...

Company: KeyBank
Location: Dallas, TX
Posted Date: 07 Dec 2025
Salary: $79000 - 146000 per year

Corporate Planning & Management, Divisional Leadership, Senior Associate, Dallas or New York

client base. Corporate Planning & Management (CPM) unifies Finance & Planning, Spend Management, Operational Risk... advisor to the CPO. This individual will be instrumental in driving the CPO's agenda, ensuring the effective execution...

Company: Goldman Sachs
Location: Dallas, TX
Posted Date: 07 Dec 2025

GTM Leader-Utilities (Remote-US)

American Utilities sector. In this strategic role, you will act as a trusted advisor to Utilities Client Partners, delivering....com. You Are: As the Client Partner/GTM Leader at UST, you will serve as a seasoned expert in new logo acquisition within the North...

Company: UST
Location: Dallas, TX
Posted Date: 07 Dec 2025

Account Executive - Construction

. What can you expect? Utilizes detailed risk expertise to perform critical client functions, including: evaluating risks... analytics and making recommendations to client across product lines. Monitors the retention of business and generates new...

Company: Marsh McLennan
Location: Dallas, TX
Posted Date: 06 Dec 2025

Tax Manager

tax services. The Tax Manager will serve as a trusted business advisor to our clients, aiming to maximize and achieve..., and guidelines. Build and maintain strong client relationships to deliver excellent tax planning, consulting, and specialized...

Company: Grayson HR
Location: Dallas, TX
Posted Date: 05 Dec 2025

Financial Planner

$300M AUM, FAST GROWING, SEC RIA Interested? Click for more information. Our client is a premier financial planning..., strong mentorship, and clear growth path to a lead advisor role in a rapidly growing firm....

Location: Dallas, TX
Posted Date: 05 Dec 2025

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas

as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key... Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led...

Company: Goldman Sachs
Location: Dallas, TX
Posted Date: 05 Dec 2025

Sales Account Manager

with existing customers to meet revenue targets. Be the trusted advisor: Assess customer training demand, educate clients on CAE... Specialists, Production Controllers, and Leadership to align delivery and ensure client satisfaction. Deliver excellence...

Company: CAE
Location: Dallas, TX
Posted Date: 05 Dec 2025

Fractional CFO- Non Profit Experience

and compliance, and hands-on management of financial operations. The ideal candidate will serve as a trusted advisor, providing.... The Fractional CFO will work closely with client leadership on a weekly or bi-weekly basis, manage external financial...

Company: Grayson HR
Location: Dallas, TX
Posted Date: 05 Dec 2025

Solution Architect - FLOWCAL

to define and articulate the value proposition for the client Create product/solution presentations that reinforce the value... Prepare value-focused demonstrations based on discovery done with the client in advance Work with the account managers...

Posted Date: 04 Dec 2025

Senior Manager, Tax - Large Corp

, fostering long-term relationships as a trusted advisor and strategic partner in client success Support client growth... and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support...

Posted Date: 04 Dec 2025

Transaction Banking Sales, Vice President

transaction banking platform to serve GS' varied client base. Our business combines the strength, heritage, and expertise of a 150... with our clients and acting as a trusted advisor for all cash management needs. The candidate will be expected to work cross...

Company: Goldman Sachs
Location: Dallas, TX
Posted Date: 04 Dec 2025

2027 Investment Banking Summer Analyst

on a variety of transactions that provide exposure to various investment banking services and client industries. These services..., and market insights to guide clients through complex transaction processes, ensuring a focus on client success and strategic...

Location: Dallas, TX
Posted Date: 03 Dec 2025

Staff Data Science Consultant – Retail Planning Solutions

advisor by recommending software configuration options, implementing optimized solutions, and ensuring our customers achieve...: Embed models and algorithms into product solutions, ensuring operational aspects and client usability are prioritized...

Company: Blue Yonder
Location: Dallas, TX
Posted Date: 03 Dec 2025
Salary: $107321 - 143896.19 per year

Work from Home: Life & Health Insurance Opportunities Await

: As a client advisor you will have access to our technology driven CRM to connect with clients who have requested a consultation... advisor who sent them to the site through a unique link gets paid the commission for the sale! Our client advisors earn income...

Company: Griffin Agency
Location: Dallas, TX
Posted Date: 28 Nov 2025