- Deloitte (Charlotte, NC)
- …clients for the wide range of services offered by Deloitte's US subsidiaries. The Client Relationship Executive (CRE) is responsible for building the ... relationship between Deloitte and the client , helping to market Deloitte's services and capabilities to...Client Service Partner (LCSP) to ensure that the client business and financial plan is developed,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Executive Director,( Corporate Banking Relationship Management Senior Manager) as part of the Financial ... all levels of professionals, including managers + Manage allocation of people and financial resources for Corporate Banking Relationship Management + Develop and… more
- Cognizant (Charlotte, NC)
- ** Client Relationship Manager** **Charlotte, NC** **About Cognizant** Cognizant is one of the world's leading professional services companies, helping clients ... specific industries and the outstanding needs of the organizations we serve. **Overview** Client Relationship Managers are key contributors to commercial side of… more
- Wells Fargo (Charlotte, NC)
- …LOB. The Product Management Executive will report to the Head of the Client Relationship Group and Wells Fargo Advisors, and is focused on leading the ... executive team + Manage allocation of people and financial resources to ensure commitments are met and align...Client Experience + Prior experience and understanding of financial services industry regulation related to data and analytics… more
- The Hartford (Charlotte, NC)
- Executive Underwriter - UW07CDSenior Underwriter - UW08CA We're determined to make a difference and are proud to be an insurance company that goes well beyond ... for the successful program management of assigned Captive programs. The Executive Underwriter will develop and maintain effective relationships with internal and… more
- Wells Fargo (Charlotte, NC)
- …compliance requirements + Partner with Renewables Asset Finance team, Corporate Banking Relationship Management and Industry Bankers to support client coverage ... **About this role:** Wells Fargo is seeking an Executive Director-level Portfolio Manager for Wells Fargo Corporate...delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our… more
- iHeartMedia (Charlotte, NC)
- …**What We Need:** Looking for a new challenge? Join us as an Account Executive and leverage your proven goal-driven mindset, fast-paced work ethic, and exceptional ... client service skills. The ideal candidate is ready to...their clients' expectations. **What You'll Do:** As an Account Executive at iHeart, you'll learn the ins and outs… more
- US Bank (Charlotte, NC)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the ... 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing...solutions, is seeking an in market outside Sales Account Executive to be part of an exciting opportunity to… more
- Paychex (Charlotte, NC)
- …Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Core Sales, Human Resource Services Sales ... Paychex solution to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and… more
- JPMorgan Chase (Charlotte, NC)
- …your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help ... service improvements and solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews with clients to identify… more
- Bank of America (Charlotte, NC)
- …+ Sr. Credit Products Officer (SCPO) serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall ... the bank is in a position to expand the relationship + The client team is charged...an assigned portfolio + Includes an evaluation of the financial standing of the client or prospect… more
- CBRE (Charlotte, NC)
- …, acting as a trusted advisor and thought leader to grow the business relationship with the client * Demonstrates credibility and thought leadership, influencing ... client relationships at senior levels acting as an extension of the client 's executive management team * Creates alignment between customer need &… more
- JE Dunn Construction Company (Charlotte, NC)
- …project lifecycle. * Client Relationship Management: Serves as the primary client relationship executive at a leadership level, exhibiting a deep ... for all project, financial , business development, contractual and client relationship risks for the work program relative to contractual obligations.… more
- Truist (Charlotte, NC)
- …or outside of the assigned region, based on complexity of the client relationship . **Required Qualifications:** The requirements listed below are representative ... matter expertise to clients and prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and… more
- WTW (Charlotte, NC)
- …HC&LS industry including leading the client service team, managing the client relationship , and participating in strategic meetings including with US, London ... integrating CRB risk management solutions with the broad array of Willis Towers Watson client services. + Meet or exceed all financial and workplace performance… more
- JE Dunn Construction Company (Charlotte, NC)
- …point for all projects, financial , business development, contractual and client relationship risk for the Aptitude program. Conducts periodic project ... client development strategy, and growth strategy. + Provide oversight as the relationship executive at the regional level (base job team). + Serves as… more
- Allied Universal (Charlotte, NC)
- … client and employees + Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide ... problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains...the day to day security operations of an assigned client site + Manage a team of security officers,… more
- CBRE (Charlotte, NC)
- …ability to effectively assess client needs. + Demonstrated customer relationship management experience. + Requires advanced financial and analytics skills ... responds with necessary business change. + Manages and achieves financial , operational and other measures as defined in deliverables...client engagement or as part of an on-going client relationship . + Collaborates with Senior Managing… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** On site in Charlotte, NC **Summary** Commercial Relationship Managers are the client -facing key to our core business of commercial ... risk and credit decisions. **Key Responsibilities Include** + Expand existing client relationships which generate incremental revenue for the bank while developing… more
- Vanguard (Charlotte, NC)
- …based on role-specific duties. + 7+ years of financial advice, financial planning, book of business management and relationship management. + Experience ... applying trust and estate planning knowledge to help preserve client 's wealth + In-depth knowledge of financial planning, investment strategies, and industry… more