- KeyBank (Cleveland, OH)
- …and initiating appropriate actions + Works with each market's District President and Sales Manager to ensure that the investment teams available within markets ... track record of sales success. Experience managing a high net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio… more
- PNC (Westlake, OH)
- …Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an... of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- UMB Bank (Columbus, OH)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate… more
- Hotel Equities (Akron, OH)
- …in the hotel by reviewing the communication log book each shift; updates log book for next shift + Report potential sales contacts to the sales ... + Same-day pay available + Employee Assistance Program + Career Growth Opportunities/ Manager Training Program + Reduced Room Rates throughout the portfolio + Third… more
- PNC (Cleveland, OH)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC will not provide sponsorship for employment visas or participate ... clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business. + Held accountable for the growth of their book… more
- KeyBank (Westlake, OH)
- …supports the KPB Relationship Manager and field team to manage their client book , grow, expand and retain client relationships. The CRA will be an active member ... and anticipates client needs and supports KPB team members throughout the sales and client experience process. **Essential Functions** + Prepare and participate in… more
- Lucid Software (Columbus, OH)
- …Salesforce or similar CRM + Experience in building personal relationships and expanding existing book of accounts (as an Account Manager , or similar role) + ... high-potential Corporate/Emerging Enterprise accounts. You will own the full sales cycle: proactively identifying opportunities, engaging executive-level stakeholders across… more
- Lucid Software (Columbus, OH)
- …partner closely with customers to articulate business value, advance complex sales cycles, and ensure long-term customer success and retention. **Responsibilities:** ... + Own and grow a defined book of business: driving expansion and renewal outcomes through...visibility into pipeline health, deal progression, and attainment to sales leadership + Become a subject-matter expert in Lucid's… more
- Raymond James Financial, Inc. (Perrysburg, OH)
- …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
- PNC (Cleveland, OH)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. The Client Solution Specialist Sr is the trusted partner to the ... Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the Wealth Management...Wealth Management advisor team to proactively manage their assigned book of business. This enables advisor capacity to work… more