- Bank of America (Wilson, NC)
- …a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career ... bank to benefit clients or prospectsDevelops and grows a book of business to meet and exceed pre-defined financial...experience working in the financial service industry and/or a sales environment where goals were met or exceededMinimum of… more
- Lucid Software (Raleigh, NC)
- …in the Western US + Experience in building personal relationships and expanding existing book of accounts (as an Account Manager , or similar role) + Experience ... to create business value across multiple personas, continually working to close sales opportunities. AEs will also work hand-in-hand with Customer Success Managers… more
- Wells Fargo (Wilmington, NC)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... sales between $500k and $2MM in an assigned territory...Qualifications:** + 1+ year of experience managing a dedicated book of small business customers across assigned territory +… more
- Lincoln Financial (Greensboro, NC)
- …Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories, ... supplemental interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related team projects. + You will provide ad hoc… more
- Vaco (Raleigh, NC)
- … Manager to lead a critical implementation. As Director of Business Development Manager and experienced sales leader, you will work with high caliber ... notes, and information vital to managing and growing a book of business as well as planning daily activities....+ Bachelor's Degree plus 5 to 7 years' technology sales and/or staffing experience. + Active and/or leading member… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a ... Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- Elevance Health (Durham, NC)
- …is responsible for the day to day service for complex accounts within National. Typical book of business size is 100,000+ members. **How you will make an impact:** + ... develops, designs, and recommends/implements product improvements or additions to increase sales . + Develops relationships with and responds to inquiries from… more
- TD Bank (Charlotte, NC)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role ... material that identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and Legendary experience for Clients… more
- Wells Fargo (Charlotte, NC)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group...to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more
- S&P Global (Raleigh, NC)
- …Client Support and Sales + Autonomy as an owner of a book of business, management of relationships and sourcing opportunities + Professional and personal growth ... internal use):** 08 **The** **Role:** Product Consultant (Client Success Manager ) **The Team:** The Research Manager Client...(Client Success Manager ) **The Team:** The Research Manager Client Success team is composed of global experienced… more