SMB Senior Account Executive, Comcast Business (Bear Creek) Comcast CorporationSMB Senior Account Executive, Comcast Business (Bear Creek)Houston, TXSell Comcast Internet, Data, Video and Voice services to small and mid- size businesses focusing mainly on advanced communications solutions including PRI, Hosted PBX and multi-location opportunities. That’s why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life.
SMB Senior Account Executive, Comcast Business (North Houston) Comcast CorpSMB Senior Account Executive, Comcast Business (North Houston)Houston, TXSell Comcast Internet, Data, Video and Voice services to small and mid- size businesses focusing mainly on advanced communications solutions including PRI, Hosted PBX and multi-location opportunities. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life.
Senior Sales Business Development Manager Air Express International USA, Inc.Senior Sales Business Development ManagerHouston, TX$79,777.50–$115,000 / yearFull timeAs a Senior Sales Business Development Executive , you will act as a bridge between our customers and our business units using a consultative selling strategy to understand the customers’ business, including their current situation and their future direction, and propose a series of solutions and capabilities that exceed their needs and enhance their ability to drive improved business results. Build rapport and trust with customers by being informed about customer’s business and the market and support customer retention through collaboration with all resources including our Product teams, Trade Lane Managers, other sales channels, and local Station Management.
Senior Sales Business Development Manager DHL (Deutsche Post)Senior Sales Business Development ManagerHouston, TX$79,777.50–$115,000 / yearAs a Senior Sales Business Development Executive, you will act as a bridge between our customers and our business units using a consultative selling strategy to understand the customers' business, including their current situation and their future direction, and propose a series of solutions and capabilities that exceed their needs and enhance their ability to drive improved business results. Build rapport and trust with customers by being informed about customer's business and the market and support customer retention through collaboration with all resources including our Product teams, Trade Lane Managers, other sales channels, and local Station Management.
Sourcing Business Development Director Jones Lang LaSalle IncSourcing Business Development DirectorTXRemoteThis role requires a visionary leader who can develop and execute complex sourcing strategies, manage stakeholder expectations at the executive level, and deliver sustainable competitive advantages across new business pursuits, client expansions, and renewals. The Sourcing Business Development Director is a senior leadership position responsible for driving strategic innovation in third-party solutions development and leading a high-performing team that supports JLL's sales organization.
Executive Support & Business Operations Lead Think OnwardExecutive Support & Business Operations LeadHouston, TexasOur vision is to be the platform that empowers energy companies to accelerate decision-making, evolve workflows, and achieve impactful results through our global community, advanced AI/ML technology, and open innovation model. By making data science challenges available to our community, we can quickly and affordablysolve complex energy problems head-on,tapping into diverse minds across domains.
Account Executive, Business Team Sales-Houston T-Mobile US IncAccount Executive, Business Team Sales-HoustonHouston, TX$71,700–$129,500 / yearThis is a true hunter role that involves meeting and exceeding monthly sales quota objectives by successfully acquiring new accounts with small businesses (1-9 employees), while developing skills to move your career into the next level Account Executive, Business Sales role. The Account Executive, Business Team Sales role at T-Mobile is designed for ambitious, results-driven sales professionals who are passionate about building stellar customer relationships and bringing T-Mobile''s unmatched products and services to underserved markets.
NewExecutive Assistant to SVP -People Business, Functions, and Technical and SVP- Talent and Learning HP IncExecutive Assistant to SVP -People Business, Functions, and Technical and SVP- Talent and LearningSpring, TX$40–$60 / hourThis role provides advanced strategic and tactical support to two SVPs in the People Organization, Executive Assistant to Executive Assistant to SVP -People Business, Functions, and Technical (BTO) and SVP- Talent and Learning (T&L). The EA synthesizes data and insights for executive reporting, prepares high-impact presentations, and manages sensitive people-related information with strict confidentiality.
Director Business Development IOU Osmose Utilities ServicesDirector Business Development IOUHouston, TXRemoteThis position is responsible for direct sales of all Osmose services and products and coordinating sales efforts with our Atlanta based Corporate Development and Product Management when team selling is required . Our field technicians, professional engineers, scientists, and corrosion experts utilize their expertise to identify and solve issues to make utility infrastructure safer, longer lasting, and more resilient.
Business Development Director Baker Tilly Virchow KrauseLLPBusiness Development DirectorHouston, TX$157,500–$256,650 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston.
Pharmacist Director of Business Development CompleteRxPharmacist Director of Business DevelopmentHouston, TXThis unique opportunity is for a pharmacist leader who understands hospital pharmacy operations and is passionate about developing executive relationships, identifying growth opportunities, and helping health systems improve stronger clinical, operational, and financial outcomes through innovative pharmacy management solutions. As a member of the Business Development team, you will be responsible for cultivating and strengthening relationships with hospital and health system C-suite leaders, generating new business opportunities, leading the sales process, and securing long-term pharmacy management partnerships.
Business Development Director (Manhattan Warehouse Management) Accenture PlcBusiness Development Director (Manhattan Warehouse Management)Houston, TXDevelop business cases that clearly articulate expected benefits, including cost reduction, productivity improvement, working capital optimization, service-level improvement, capacity expansion, and revenue enablement. Coordinate cross-functional pursuit teams that may include account executives, industry leaders, Manhattan specialists, solution architects, delivery teams, finance, pricing, legal, contracting, and alliance partners.
Director of Business Development, AI Data Center Giga EnergyDirector of Business Development, AI Data CenterHouston, TexasWe offer complete product lines of cooling solutions, transformers, and switchboards tailored for high-density GPU clusters, end-to-end site origination and development, and a fully managed hosting model that lets customers scale GPU clusters without carrying the full development or construction burden. As Director of Business Development, AI Data Centers , you will own and execute Giga's strategy to become the preferred AI infrastructure, site development, and colocation partner for the world's largest hyperscalers, GPU cloud providers, and enterprise AI operators.
NewIndustrial Automation Business Development Leader Schneider Electric USA, IncIndustrial Automation Business Development LeaderHouston, TXFull timeThe Business Development Leader is responsible for driving growth across complex capital projects by developing and expanding relationships with Engineering, Procurement & Construction (EPC) firms and selected strategic end-user accounts. We ensure you feel secure with benefits that help you and your family thrive: medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, and 15 days of paid time off per year.
Sourcing Business Development Director JLLSourcing Business Development DirectorHouston, TXRemoteThis role requires a visionary leader who can develop and execute complex sourcing strategies, manage stakeholder expectations at the executive level, and deliver sustainable competitive advantages across new business pursuits, client expansions, and renewals. The Sourcing Business Development Director is a senior leadership position responsible for driving strategic innovation in third-party solutions development and leading a high-performing team that supports JLL's sales organization.
Senior Google Partner Development Executive Capgemini SESenior Google Partner Development ExecutiveHouston, TX$88,544–$281,842 / yearIt delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. As we continue to expand our strategic partnerships, we are seeking a Partner Development Executive (PDE) to lead and grow our relationship with SAP, one of the world's premier enterprise software providers, across the East region of the United States.
Director of Business Development - Hospice HT Executive SearchDirector of Business Development - HospiceHouston, TX$11,000–$130,000 / yearOur hospice client is looking for an energetic, mission-driven Director of Business Development to lead growth initiatives, coach and mentor a dynamic team of liaisonstrengthen community partnerships and help more patients and families access exceptional end-of-life care. You'll work closely with healthcare providers, community organizations, and leadership teams to expand awareness of hospice services and strengthen the brand throughout the community.
Director, Business Development DaVita IncDirector, Business DevelopmentHouston, TX$98,000–$155,000 / yearOur Business Development "Team Pegasus" partners with Operations and other teams to build and execute growth plans in assigned geographic markets and In addition, identifies and develops strategic growth opportunities for innovative relationships and leads successful expansion of existing relationship. Communications: Excellent presentation skills, including strong oral and writing capabilities; executive presence to clearly communicate compelling messages to senior leaders and business partners.
Business Development Sales Engineer Ellwood GroupBusiness Development Sales EngineerHouston, TXPosition will work closely with engineering, manufacturing, and executive leadership to identify new profitable opportunities, support customer programs, and expand our presence in key strategic markets including aerospace, defense, and high‑performance manufacturing. Bachelors' degree in Engineering, Manufacturing, or Business related fields, or equivalent industry experience; · 5 years' industrial, manufacturing, sales/marketing experience.
Business Development Sales Engineer Ellwood Group IncBusiness Development Sales EngineerHouston, TXPosition will work closely with engineering, manufacturing, and executive leadership to identify new profitable opportunities, support customer programs, and expand our presence in key strategic markets including aerospace, defense, and high-performance manufacturing. Bachelors' degree in Engineering, Manufacturing, or Business related fields, or equivalent industry experience; · 5 years' industrial, manufacturing, sales/marketing experience.
NewBusiness Development - HCM Sales Rep EmergencyMDBusiness Development - HCM Sales RepConroe, TXOUR IDEAL BUSINESS DEVELOPMENT - HCM SALES REP Passionate - has a deep love for technology and loves to learn more about software featuresSelf-motivated - driven by goals and deadlinesTeam player - highly collaborative, works well with others on the customer service teamDetail-Oriented – super organized and excels managing multiple clients' accounts with our technology companyFriendly - able to build a rapport with clients and coworkers easilyIf this sounds like you, keep reading! REQUIREMENTS FOR A BUSINESS DEVELOPMENT - HCM SALES REP 2+ years of proven sales experienceProficiency with Microsoft Excel and PowerPointExcellent customer service and presentation skillsStrong business acumenInternet marketing sales experience is preferred, but multiple factors will be taken into consideration.
Business Development Manager Whitley PennBusiness Development ManagerHouston, TXIdentify key decision makers at client and prospect organizations and lead executive-level discovery conversations to uncover their business challenges, service capabilities, strategic priorities, and ROI drivers; develop and execute strategies to position the firm as a solution provider. Work with local office, firm, service line, and industry team leaders to effectively and efficiently identify and target gaps in the market and key companies currently not served by the firm and convert opportunities to success for the firm.
Sales Director – Oil & Gas (New Business Development) Codvo.aiSales Director – Oil & Gas (New Business Development)Houston, Texas$8–$10 / hourAs we deepen our focus on the Oil & Gas sector, we partner with upstream, midstream, downstream, LNG, chemical, and pipeline operators to unlock measurable value across their digital and AI transformation journeys. • Build deep relationships with CIOs, CTOs, VPs of Digital/Data/AI, Operations, Maintenance, Supply Chain, and Plant/Field leaders.
Director of Business Development NextEdge Networks HoldingsDirector of Business DevelopmentSpring, TXTechnical fluency and business translation: Demonstrates strong working knowledge of data center power systems, grid interconnection, cooling, electrical distribution, backup power, switchgear, UPS, controls, connectivity, construction timelines, commissioning considerations, and facility operations, and explains those solutions in terms of customer outcomes, risk reduction, and speed to value. Influence, negotiation, and stakeholder management: Builds trust with senior leaders, aligns customers, utilities, engineering firms, contractors, OEMs, connectivity providers, internal delivery teams, finance, legal, and executive sponsors, and negotiates trade-offs around cost, schedule, scope, risk, power availability, and technical feasibility.
VP, Business Development Chevron Federal Credit UnionVP, Business DevelopmentHouston, TX$109,361.28–$150,371.76 / yearAbility to understand and align with our core competencies through daily projects and tasks: Growth Mindset Diversity & Inclusion Communication Change Ready Leadership Responsibility Problem Solving Tech & Data Savvy CU Business Acumen. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us.
(US) Sales Director – Oil & Gas (New Business Development) Codvo.ai(US) Sales Director – Oil & Gas (New Business Development)Houston, Texas$8–$10 / hourSales Director – Oil & Gas Location: Houston, TX Experience: 15-20 Years Total Selling Experience, including 10+ Years Selling into Oil & Gas Company Overview Codvo is a global empathy-led technology services company where software engineering excellence and human-centered innovation come together. Partner-Driven Sales & Alliance-Led Growth (Required) • Strong relationships across AWS, Microsoft Azure, Google Cloud, Databricks, Red Hat, Snowflake, NVIDIA, and other ISVs.
Business Development Leader GHD Group Pty LtdBusiness Development LeaderHouston, TXGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, Home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. This senior role blends client leadership, strategic account management, and market expansion-ensuring GHD delivers exceptional value while identifying new opportunities for long‑term growth.
Business Development Manager (BDM) – HP Dimension with Google Beam HPBusiness Development Manager (BDM) – HP Dimension with Google BeamHouston, TexasThis role will be responsible for developing demand, generating qualified opportunities, enabling sales teams, coordinating ecosystem partners, and representing HP in customer and industry engagements. The pay range for this role is $150,000 up to $205,200 USD annually with additional opportunities for pay in the form of bonus and/or equity (applies to United States of America candidates only).
National Business Development Manager The Lemoine Co LLCNational Business Development ManagerHouston, TXThe purpose of Section 3 of the HUD Act of 1968 is to ensure that preference for employment opportunities generated from the expenditure of HUD funds is directed to local low and very low-income persons, particularly those who receive federal housing assistance. This role is focused on strategic client engagement, national account development, and long-term partnership creation with organizations that value preparedness, reliability, and disciplined execution before, during, and after disaster events.
NewIndustrial Automation Business Development Leader Schneider Electric SEIndustrial Automation Business Development LeaderHouston, TXThe Business Development Leader is responsible for driving growth across complex capital projects by developing and expanding relationships with Engineering, Procurement & Construction (EPC) firms and selected strategic end-user accounts. We ensure you feel secure with benefits that help you and your family thrive: medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, and 15 days of paid time off per year.
Business Development Leader, Mobility (Open to Remote) Ascend Performance Materials LLCBusiness Development Leader, Mobility (Open to Remote)Houston, TXRemoteThis position in the Engineered Plastics business unit would create and enhance Ascend Performance Materials' (APM) brand recognition at targeted Mobility segment Tier 1 and Tier 2 accounts with the aim of identifying key platforms that can be translated globally. Our plastics and chemicals are building blocks that help make everyday essentials safer and more sustainable, and we constantly strive to develop new and innovative products to meet the future needs of our customers.
Business Development Manager - Protection and Automation Products and Solutions CentralMidwest USA Siemens AGBusiness Development Manager - Protection and Automation Products and Solutions CentralMidwest USAHouston, TXRemote$98,630–$169,080 / yearExperience level Experienced Professional Job type Full-time Work mode Remote only Employment type Permanent Locations Boise - Idaho - United States of America Cedar Rapids - Iowa - United States of America Chicago - Illinois - United States of America Houston - Texas - United States of America Indianapolis - Indiana - United States of America Kansas City - Missouri - United States of America Knoxville - Iowa - United States of America Minneapolis - Minnesota - United States of America Omaha - Texas - United States of America Tulsa - Oklahoma - United States of America Wendell - North Carolina - United States of America. Siemens Electrification and Automation EA business unit plays a crucial role in energy transition modernization and digitalization with our technologies in power distribution protection control & automation and equipment monitoring which are centered around the pillars of Safety Reliability Resiliency Sustainability and Cybersecurity.
Business Development Manager - OEM ThermonBusiness Development Manager - OEMHouston, TXFull timeFrom the relentless demands of chemical plants and the intricate networks of rail and transit to the vital pulse of power generation, we innovate solutions that ensure optimal operation, protect critical assets, and maximize efficiency. Thermon offers over 250 products, software and services across multiple brands, providing a range of offerings from boilers, transportation heaters, and liquid load banks to tubing bundles and heat trace.
Pharmacist Business Development Director COMPLETE RX LTDPharmacist Business Development DirectorHouston, TXThis unique opportunity is ideal for a pharmacist leader who understands hospital pharmacy operations and enjoys building executive relationships, identifying opportunities, and helping health systems improve pharmacy performance through innovative management solutions. CompleteRx is seeking a relationship-driven Pharmacist Business Development Director to expand our presence among hospitals and health systems by developing strategic partnerships with healthcare leaders across the region.
Business Development Manager Brown and RootBusiness Development ManagerHouston, TXThis role develops and maintains relationships with key clients, identifies new business opportunities, supports proposal development, and collaborates closely with engineering, operations, and executive leadership teams to achieve revenue and profitability goals. As a leading global engineering, construction, and services company, we support the energy, hydrocarbon, government services, minerals, civil infrastructure, power, industrial, and commercial markets on six continents.
Business Development Alliant GroupBusiness DevelopmentHouston, TXAs a Business Development professional, you will work alongside Technical Directors to educate CPA firms and clients of the ability to claim valuable incentives that can bring additional value to their organizations. Collaborate closely with channel partners, CPA firms, referral sources, and internal technical teams to generate and close opportunities.
Business Development Director Baker Tilly Advisory Group, LPBusiness Development DirectorHouston, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Business Development Dnow IncBusiness DevelopmentHouston, TXDevelop and execute market development plans, analyze market trends, and promote DNOW's products, services, and supply chain solutions through a value based sales approach. Lead commercial discussions, negotiate long term supply agreements, strategic partnerships, and service contracts, while maintaining pricing discipline and profitability.
National Business Development Manager, Consumer & Retail Markets Becton Dickinson and CoNational Business Development Manager, Consumer & Retail MarketsHouston, TXReporting directly to the Vice President, National Reference Laboratories (NRL) & New Care Settings, this role will serve as BD's national leader focused on expanding market presence within emerging care settings, retail health, home collection, wellness testing, direct-to-consumer diagnostics, employer health programs, and other alternate site channels. Partner closely with BD field sales teams, National Reference Laboratory teams, Alternate Site teams, marketing, and commercial leadership to drive customer engagement and successful implementation.
IntelligentOps - VP of Business Development (Senior Manager) - Innovation_Delivery_Transformation Deloitte Touche Tohmatsu LtdIntelligentOps - VP of Business Development (Senior Manager) - Innovation_Delivery_TransformationHouston, TX$163,400–$322,100 / yearThe successful candidate translates the General Manager's strategic direction into sequenced product intent, keeping market, commercial, and product priorities aligned rather than reactive, and owns price-market-fit as a strategic accountability, feeding signal from the market back to product and commercial leadership to refine pricing, packaging, and licensing as IntelligentOps scales. IntelligentOps connects data, existing enterprise systems (ERP, MES, PLM, OT), and AI agents on a unified common core, enabling operations leaders to move faster, act with greater precision, and scale operational outcomes without adding systems or complexity.
Health Systems Business Development Manager (Houston, TX) Lyra HealthHealth Systems Business Development Manager (Houston, TX)Houston, TXRemote$81,200–$111,650 / yearOutside of the United States, for example in the EU, Switzerland and the UK, you may have the right to request access to, or a copy of, your personal information, including in a portable format; request that we delete your information from our systems; object to or restrict processing of your information; or correct inaccurate or outdated personal information in our systems. Extensive peer-reviewed research confirms Lyra's transformative care model helps people recover twice as fast and results in a 26% annual reduction in overall healthcare claims costs.
Business Development Manager - Oil and Gas Craft RecruitingBusiness Development Manager - Oil and GasHouston, TX$150,000–$200,000 / yearAs a Business Development Manager, you'll own the full sales cycle for a drilling-fluids portfolio—prospecting midsize operators, initiating and coordinating sampling and field trials, and converting wins into repeat production business. This is a high-impact, hunter role for a seller who thrives on opening net-new operator accounts and moving quickly from sample to trial to production orders.
Director of Business Development Construction Djamal IberrakenDirector of Business DevelopmentHouston, TXProactively develops and maintains sustaining client relationships that foster continued business opportunities; develops relationships with client executives; arranges for TCE USA to have relationships with key clients at all levels in the client organization. Tata Consulting Engineers USA, LLC, (TCE), is a multi-disciplinary engineering organization offering a full range of integrated engineering design, project support, procurement and construction management services to the energy and chemicals industries.
Business Development Manager USA CareerBusiness Development ManagerHouston, TexasWith the most extensive network of natural gas distribution facilities, the largest fleet of specialized natural gas mobile storage units (MSU), and the industry’s best personnel in North America, Certarus helps customers lower operating costs, reduce emissions, and improve operational reliability to their facilities. This role is responsible for identifying, developing, and closing new business opportunities for compressed natural gas solutions that help data center customers address energy reliability, speed-to-power, emissions reduction, and operating cost objectives.
Director of Strategic Partnerships & Business Development Thind ManagementDirector of Strategic Partnerships & Business DevelopmentHouston, TXFull timeWe are looking for a strategic relationship builder who can create new revenue opportunities, establish partnerships, develop corporate accounts, and position our brands as the preferred choice for dining, catering, events, and hospitality experiences throughout Houston. You will have the ability to drive growth across multiple brands, build meaningful partnerships, and directly influence the success of a diverse portfolio that spans restaurants, catering, events, and hospitality.
Google Ecosystem Business Development Director Accenture PlcGoogle Ecosystem Business Development DirectorHouston, TXYou are a trusted advisor to clients, Google leadership, and Accenture account teams, bringing deep expertise across Google technologies including BigQuery, Vertex AI, Gemini Enterprise, Gemini Code Assist, Customer Engagement Suite (CES), Looker, Apigee, Google Maps Platform, AlloyDB, Security Operations, and Mandiant. As the Google Ecosystem Business Development Director, you are responsible for driving strategic growth across Accenture's Google business by originating, shaping, and advancing opportunities centered on Google's AI, Data, Customer Experience, Security, and Industry platforms.
Business Development Manager - Remote GP Strategies CorporationBusiness Development Manager - RemoteHouston, TXRemoteFrom our global experience working across thousands of projects and initiatives over the past 55 years, weve learned that relationships, business, work, innovation, strategy, and transformation are all about people. You are equally comfortable engaging C-suite stakeholders, crafting compelling value propositions, and navigating long, multi-stakeholder sales cycles.
Business Development Representative New Start StaffingBusiness Development RepresentativeCypress, TexasTraining will mainly focus on developing industry knowledge, full operations, and B2B inside sales techniques used to identify, qualify, and schedule meetings with potential customers. BDRs will be placed on an immediate progression plan for promotion to the Account Executive position which comes with a salary increase along with significantly increased commission opportunities.
Business Analyst, WWGS Business and Customer Analytics Amazon.com IncBusiness Analyst, WWGS Business and Customer AnalyticsAustin, TXYou will partner on new analytics development and work collaboratively with other Analytics teams, Finance, Data Science, Marketing, and Business Intelligence Engineers to identify reporting needs and implement solutions for analytical process improvements. Analyze business impact levers (promotions, -price, product, customer, etc.) using 3rd party competitive landscape tools, customer behavior metrics, and data science models.
Private Wealth Management Registered Client Relationship Analyst Morgan StanleyPrivate Wealth Management Registered Client Relationship AnalystAustin, TXMSOnline, eSign, eAuthorization) • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team • Assisting Financial Advisor(s) / team in delivering against their business plan and client service model • Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) • Assisting FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm-approved systems • Assisting with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management. • Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.