• Lincoln Financial (Broomall, PA)
    …are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, you will have the ... opportunity to directly contribute to the success of Lincoln by collaborating with and providing best...company and site policies and procedures. Makes a positive contribution as demonstrated by: - Making suggestions for improvement… more
    Upward (07/09/25)
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  • Navvis (Corvallis, OR)
    …projects, governance structures, and priority initiatives for Navvis with our client partners Lead market-specific projects (recurring and ad-hoc) of varying scope, ... workplan management and meeting facilitation - Support for market client partner governance structures including prep for meetings -...- Support for a range of market-specific projects as defined by the Market President Actively engage in and… more
    Upward (06/26/25)
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  • CAI (San Diego, CA)
    …or project manager for life science projects with budgets of $1MM+. Demonstrated success in leading your team to achieve defined goals. Similar experience ... be assigned to manage internal programs with cross-functional teams comprised of client employees and/or contractors. Alternatively, you may be assigned to lead… more
    Upward (07/06/25)
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  • IMI Process Automation (Rancho Santa Margarita, CA)
    …with the preparation and delivery of proposals to customers within defined lead times Coordinates with customers, Outside Sales, and Channel Partners ... from our customers or competitors flows to IMI organizations Critical Competencies for Success : To perform this job successfully, an individual must be able to… more
    Upward (07/14/25)
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  • Cottingham & Butler (Dallas, TX)
    …Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST ... programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on...experienced significant growth of 18% (driven organically) and a client retention over 90%. This growth is a testament… more
    Upward (07/06/25)
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  • VIA Health Partners (Greenville, SC)
    …referral sources will always maintain positive professional relationships. Makes a significant contribution to the success of VIA Health Partners by educating ... who share these same values. Apply now and be a part of our success story. We provide excellent benefits including: Medical, Vision, and Dental plans through BCBS… more
    Upward (07/06/25)
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  • RMB Capital Management (Raleigh, NC)
    …of our Retirement Plan Solutions (RPS) team. The RPS team is focused on Defined Benefit and Defined Contribution retirement plans, including 401(k), 403(b), ... to the firm's Retirement Plan Solutions advisory team. Key Skills: Proven success in client acquisition and relationship management. Strong problem-solving,… more
    Upward (07/23/25)
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  • Voya Financial Advisors (Dallas, TX)
    Voya Financial Advisors (R) , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a ... must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred… more
    Upward (06/30/25)
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  • CBRE (New York, NY)
    …development. What You'll Do: *Provide leadership, coaching and guidance to a defined portfolio of accounts, to ensure that contractual commitments are met and ... relevant work experience and/or training, including people management and multi client account management experience. *Advanced proficiency in Microsoft Office Suite… more
    Upward (07/02/25)
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  • Swell Recruit (Bethesda, MD)
    …audit engagements, primarily focusing on intricate employee benefit plans (multi-employer, defined -benefit, defined - contribution , health & welfare, etc.), as ... well as labor unions, non-profit audits, and for-profit client engagements. With offices spanning NJ, NYC, and a...we invite you to join our collaborative team and contribute to the success of our clients and the… more
    Upward (07/11/25)
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  • Fire Safety and Protection (Birmingham, AL)
    …The Sales Account Manager works to develop new and potential accounts within a defined territory of Fire Safety and Protection LLC (FSP). The Sales Account Manager ... their life safety and security needs are met. Essential Functions: Client Relationship Management: Develop and maintain strong, long-term relationships with clients… more
    Upward (06/28/25)
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  • City Wide Facility Solutions (San Diego, CA)
    …communicate the benefits of our services will be key to your success . This role offers a supportive environment with opportunities for professional development ... Relationship Management (CRM) database, including - scheduled calls, updated client records, notes from each call and appointments set....reports on a daily, weekly, or monthly basis as defined by management Achieve or exceed monthly activity and… more
    Upward (07/21/25)
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  • City National Bank (New York, NY)
    …act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... defined business development plan that is consistently applied and...retention and expansion of existing relationships in their own client portfolio and will actively work with other areas… more
    Upward (06/26/25)
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  • Traditions Health (Winfield, IL)
    …more patients needing compassionate quality health care in the home. We measure our success by the superior quality of care we provide and the satisfaction of our ... Home health experience preferred. Knowledge and Skills: Nursing skills as defined as generally accepted standards of practice Good interpersonal skills Proof… more
    Upward (07/15/25)
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  • Adobe, Inc. (New York, NY)
    …closing of new customers, and for the end-to-end management of Adobe's existing client relationships. Measures of success include revenue delivered vs. targets, ... up-sell and optimization effectiveness, client satisfaction and retention levels, and contribution ...over-achievement and deep customer relationships. There will be a defined set of enterprise accounts with greater than $1B… more
    Upward (06/26/25)
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  • State of South Carolina (Rock Hill, SC)
    …Retirement Benefits State employees are also offered retirement plan options, including defined benefit and defined contribution plans. Additionally, ... a variety of associate degrees, diplomas, and certificates. Through maximizing student success , the College seeks to contribute to the economic growth and… more
    Upward (07/23/25)
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  • Rock County, WI (Janesville, WI)
    …duties as assigned. Manages Call offs and ensure coverage of the units Success Factors (KSA's) Current theory base in medical, geriatric and psychiatric nursing ... American Data. Ability to prepare clear, concise reports. Knowledge of needs of client populations and treatment sources. Ability to plan, assign and direct the work… more
    Upward (07/18/25)
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  • AmeriCU Credit Union (Rome, NY)
    …potential and develop action plans to expand those relationships. Meets or exceeds defined sales and member/ client retention goals. Provide a superior level of ... services to live life, dream big, and achieve financial success , and our vision to be the most admired...the individualized needs of each customer and with the client 's best interest in mind. We have a well-established… more
    Upward (07/11/25)
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  • Investment Manager/Portfolio Research Specialist…

    PNC (Philadelphia, PA)
    …company's success . As an Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset Management Group Investment Office ... in the AMG Investment Office reporting to the Investment Director for Institutional Defined Contribution Plans and supports a growing business. You will work… more
    PNC (06/25/25)
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  • Sales Director (In Territory), Pacific Southwest,…

    T. Rowe Price (Baltimore, MD)
    …in ways that matter to you . Role Summary The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with ... and thought leadership with integrity and professionalism. Responsibilities + Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to… more
    T. Rowe Price (05/23/25)
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