- Principal Financial Group (Charlotte, NC)
- …Do** Are you looking for a unique opportunity to make a significant impact as a ** Client Relationship Consultant ** in Group Benefits? If you are a highly ... and providing world-class solutions to our clients. As a Client Relationship Consultant , you will...veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after… more
- Highmark Health (Raleigh, NC)
- …day to day pharmacy service issues. Support Sales during the implementation of client contracts and throughout the relationship by resolving difficult issues in ... plan execution **Preferred** + 3 years in project management with emphasis on client /sales support + 3 years in an external client facing role + 3 … more
- SHI (Raleigh, NC)
- **Job Summary** The Principal Security Consultant for Security Architecture is a client -facing leader within the Cybersecurity Business Unit for Stratascale. The ... Principal Security Consultant will work with our Client Advisors,...and technology trends by setting up formal training and relationship building as needed + Mentor consultants, analysts, and… more
- TIAA (Charlotte, NC)
- … days per week \#LI-HW1 Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement ... array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- PNC (Raleigh, NC)
- …Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision ... comprehensive financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and… more
- PNC (Charlotte, NC)
- …needed to be successful in this position. **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and ... advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant ...new opportunities within the dedicated territory, while expanding our client base. **Job Description** + Handles relationship … more
- JCPenney (Asheville, NC)
- Beauty Consultant - Asheville Mall Location:Asheville, NC, United States (https://jobs.jcp.com/jobs/location/191324/asheville-nc-united-states) -Asheville Mall 3 ... and leveraging in-depth product knowledge to enhance and enrich our client 's lives. Primary Responsibilities: + Proactively approaches clients in a friendly… more
- PNC (Greensboro, NC)
- …opportunity to contribute to the company's success. As a Financial Sales Consultant , you will be within PNC's Organizational Financial Wellness organization. This ... that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, facilitating in-person new… more
- Deloitte (Charlotte, NC)
- …advisor relationship . + Delivery: Manage and deliver components of client engagements that identify, design, and implement creative business solutions for large ... Flexible Consumption Revenue Recognition Implementation Senior Consultant Customer & Marketing is creating a new model for a new age-we're an agency and a… more
- Deloitte (Charlotte, NC)
- …with a particular emphasis on Kyriba. + Play a pivotal role in client communication, relationship development, and retention, showcasing your Kyriba expertise. + ... role ends on 12/31/2024 The Role: We are seeking an experienced Senior Consultant with exceptional expertise in Kyriba technology and treasury transformation to join… more
- Ascensus (Greensboro, NC)
- **Section 1: Position Summary** This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal ... point for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring...in harm to Ascensus or our clients. + Our I- Client service philosophy and our Core Values of People… more
- Truist (Raleigh, NC)
- …with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, ... relationship reviews and client service initiatives. 5. Participate in the preparation for...including 1 year of experience in the securities industry. 3 . FINRA Series 7 and 66. 4. Applicable state… more
- Truist (Charlotte, NC)
- …bankers and product partners to collaborate on opportunities and engage in strategic client planning. 3 . Independently manages a portfolio of clients with TS ... well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify… more
- US Bank (Charlotte, NC)
- …of US Bancorp Asset Management, caters to a wide spectrum of client relationships and product offerings including outsourced chief investment officer services, local ... and benefits. You will collaborate with the sales team, relationship managers, and subject matter experts across the business...hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility… more
- Highmark Health (Raleigh, NC)
- …+ Strong written and oral communications skills, including presentation skills + Strong relationship building skills + Client focused with strong financial and ... experience in a financial role within an organization + 3 years of experience presenting financial results to executive...of experience presenting financial results to executive audiences + 3 years of experience in project oriented roles and… more
- Lenovo (Morrisville, NC)
- …the Lenovo portfolio. + Cultivate C-level relationships and act as a trusted consultant to customers. + Own the customer relationship and engagement strategy. ... One Lenovo Client Manager - Chicago **General Information** Req #...America State: North Carolina City: Morrisville Date: Monday, June 3 , 2024 Working time: Full-time **Additional Locations** : *… more
- Lenovo (Morrisville, NC)
- …the Lenovo portfolio. + Cultivate C-level relationships and act as a trusted consultant to customers. + Own the customer relationship and engagement strategy. ... One Lenovo Client Manager - New Jersey/Pennsylvania **General Information** Req...America State: North Carolina City: Morrisville Date: Monday, June 3 , 2024 Working time: Full-time **Additional Locations** : *… more
- Truist (Hickory, NC)
- …Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3 . Advanced knowledge of a broad ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Durham, NC)
- …as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... advice and solutions.. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and… more
- Avanade Inc. (Raleigh, NC)
- …stakeholders * Design and configure Dynamics 365 Field Service to optimize client business processes * Guide your project team, establishing and tracking ... * Lead functional technology and design teams to ensure consistent, beneficial client interaction, and solution delivery * Reviewed your team's work across all… more