- Citigroup, Inc. (Paramus, NJ)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup, Inc. (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- Strategies for Wealth (New York, NY)
- …potential clients to the wide range of financial services we offer. * Client Relationship Management: Build and maintain strong, long-lasting relationships with ... We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room...options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit,… more
- MUFG Bank, Ltd. (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...in the preparation of Compliance reports for Compliance Management, Senior Management, Executive Committees, and Risk Committees etc. as… more
- Harvest Wealth Group (Roseville, CA)
- …refers you, and actually shows up for meetings. The opportunity to advance to become a Senior Advisor or Team Lead Core Values That Drive Us We're not for ... responsible for: Building trust as you serve an established client base as if they're family Running review meetings,...our secret weapon. You'll work inside a 3-person team: Senior Advisor - Manages the top 20%… more
- Equitable (Charlotte, NC)
- …an organization that will help unlock your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to ... and verbal communications skills Excellent organization and time management skills Skills: Client Relationship Management: Knowledge of client … more
- Journey (New York, NY)
- …the ability to build trust and credibility across all levels of a client organization-from day-to-day stakeholders to senior executives Proven ability to ... environments, manage multiple relationships, and serve as a strategic advisor and advocate for client needs Strong...as a strategic advisor and advocate for client needs Strong experience in developing and executing creative… more
- Catalant (Boston, MA)
- …Position yourself as a strategic advisor and problem-solving partner to senior executives at the client including the C-level executives and VPs. ... future of consulting to the next level. As a Client Partner, you will be an integral part of...the Consumer industry, you will serve as a trusted advisor to your clients, identifying and promoting tailored solutions… more
- Willis Towers Watson (Chicago, IL)
- …matters. Partner with Office Business Leaders to identify and develop local Senior Actuaries. Lead Retirement relationship with the American Benefits Council; ... risks with plan objectives and participant opportunities. As a Senior Director and Head of North America Retirement's Actuarial...Serve as a lead Retirement Consultant on select large client accounts, provide relationship management, serve as… more
- Tatari (Los Angeles, CA)
- …statistics, or business administration 2+ years in post-sales account management/ client relationship support roles, including C-level interactions Proficient ... Our executive team is comprised of former founders and senior leaders at fast-rising startups like Shazam, TrueCar, AdapTV,...client accounts as the primary contact and trusted advisor Analyze your client 's TV measurement data… more
- Ecolab (Orlando, FL)
- Ecolab is seeking a Brand Protection Advisor to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help ... convenience stores, facilities, and long-term care. As a Brand Protection Advisor you will provide best-in-class, comprehensive on-site visits, and provide teaching… more
- First Horizon (Greensboro, NC)
- …of First Horizon's solutions. Team and peer group role model for other Private Client Relationship Managers Continuously act as a culture champion that is ... who are exploring a new path within the Private Client space. Summary As a Private Bankers (PB), you...working complex credit deals and/or in tandem with a senior credit advisor . Advanced and proven working… more
- Marsh & McLennan Companies, Inc. (Portland, OR)
- …and administrative level, coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem ... individual to join our team at Marsh as a Senior Sales Executive based out of our Portland, OR...Oversee the entire sales process for complex accounts, ensuring client satisfaction and negotiating outcomes that create value for… more
- PNC Financial Services Group, Inc. (Cleveland, OH)
- …to be successful in this position. Preferred Skills Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities Competencies Business Acumen, Client Relationship Management, Customer Experience Management., Decision… more
- Press Ganey (Chicago, IL)
- …collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, ... person can be seen and understood. Energize the customer relationship : Our clients are our partners. We make their...We work together, so we win together. As a Senior Product Manager, you'll be working directly with the… more
- Clearwater Analytics (New York, NY)
- …dynamics to identify new opportunities and maintain a competitive edge. Client Relationship Management: Cultivate strong, long-lasting relationships with ... decision-makers and stakeholders within target organizations. Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater's...clients, acting as a trusted advisor and partner throughout the sales process and beyond.… more
- Webster Bank (Boston, MA)
- … profitability. 15%Support Team Leader/ Senior Managing Director with growing/retaining relationship for targeted client group by coordinating and supporting ... seasoned, experienced banker that is viewed as a trusted advisor to clients and can manage and develop a...an extensive focus on portfolio management, business development and client cross sell activities for the relationship … more
- Citigroup, Inc. (Jersey City, NJ)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and ... and security issues; communicates impact; proposes risk mitigation options. Acts as advisor or coach to new or lower level analysts; allocates work. Provides… more
- Via (New York, NY)
- …You Are You have minimum of 6+ years of relevant work experience, including client facing experience Relationship builder who remains calm and collected when ... environmental footprint - we've got huge goals. As a Senior Strategic Account Manager , you'll be the face...revenue growth. You will serve as our partners' trusted advisor by providing strategic guidance on operational, go-to-market, and… more
- Alerus (Hopkins, MN)
- …is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Senior Credit Officer reports directly to the Chief Credit Officer and plays a key role in ... the primary contact for commercial lenders, underwriters, product specialists, and senior leadership for all new, renewals, and/or modifications of credit pertaining… more
