• Client Partner

    Astrix Technology (Phoenix, AZ)
    …with existing clients and close additional business with prospective clients. + Prospect for and identify qualified key targeted new client relationships in assigned ... managing these clients like a business with quotas, practice targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice… more
    Astrix Technology (01/25/24)
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  • Wealth Analyst

    BMO Financial Group (Scottsdale, AZ)
    …relationship reviews, account documentation and sales reporting. + Prepares reports for financial plans and prospect presentations with an understanding of the ... a plus. Provides support and product expertise for the financial planning business development, sales and service delivered by...advisors of clients on behalf of the private wealth advisor / relationship manager. + Develops an understanding of… more
    BMO Financial Group (04/10/24)
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  • Sr. Relationship Manager - Global Commercial…

    Bank of America (Scottsdale, AZ)
    …**Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. ... serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating...and Merchant Services in order to design and deliver financial solutions to clients and prospects +… more
    Bank of America (03/21/24)
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  • ServiceNow Business Development Executive…

    SHI (Phoenix, AZ)
    …and today we're proud to be a $14 billion global provider of IT solutions and services. Over 17,000 organizations worldwide rely on SHI's concierge approach to help ... professional growth and leadership opportunities. + Health, wellness, and financial benefits to offer peace of mind to you...to the value of the ServiceNow platform, its component solutions , and that of SHI and its offerings +… more
    SHI (02/24/24)
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