- 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
- TIAA (Charlotte, NC)
- … days per week \#LI-KG1 Related Skills Business Development, Client Relationship Management, Communication, 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 (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
- 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
- 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
- Pike Corporation (Fort Mill, SC)
- …with customers. Monitor deliverables, schedules, and present solutions to the client . Perform otherduties as assigned by management. COMPLEXITY OF WORK: Complex; ... established procedures not available. Major decision making. RELATIONSHIP OUTSIDE WORK GROUP: Influences decisions of moderate nature requiring high degree of tact.… more
- TIAA (Charlotte, NC)
- …large amounts of information Related Skills Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Communication, ... in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors… more
- Truist (Charlotte, 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
- The Cigna Group (Charlotte, NC)
- …+ Flexibility, keen to improve organizational effectiveness + Excellent presentation and client relationship skills needed in order to facilitate upsell of ... to provide a comprehensive management plan. They are the client 's healthcare consultant and expert and are...of 3 years licensure experience preferred + 2- 3 years of Client facing experience preferred… more
- Compass Group, North America (Charlotte, NC)
- …can focus on what matters most. At Waveguide, we build relationships. Whether it's your relationship with a client , or the relationship of a technology ... in 1996, Waveguide LLC is an internationally renowned independent consultant in audiovisual design, information technology design, acoustics consulting, on-site… more