- Insight Global (Findlay, PA)
- …managing vendor relationships, driving performance metrics, and serving as the primary technical advisor in client engagements. If you are a strategic thinker ... and drive innovation across all IT and tech operations for a security solutions client in Pittsburgh, PA. Reporting directly to the CEO, this executive role is… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …action items with Lead Advisor + Prepare post appointment summary letter for client Client maintenance + Contact client with case updates + Support ... division of World Insurance, is looking to add a Manager- Client Experience who will serve client advisors...Profiles + Produce financial plans under direction of Lead Advisor + Make adjustments and changes to plan Retirement… more
- Bank of America (Pittsburgh, PA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial… more
- Vanguard (Malvern, PA)
- …of marketing industry forces, competition, and trends to act as a trusted advisor in developing client marketing strategies. Maintains a broad knowledge of ... marketing strategies to engage with these audiences, deepening relationships and driving client outcomes. In this role, you will collaborate with teams across Global… more
- Motion Recruitment Partners (Harrisburg, PA)
- …The Mission Manager serves as the primary point of contact and trusted advisor for assigned client programs. This role blends program management, account ... sales to ensure operational delivery aligns with contractual obligations and client expectations. The Mission Manager is responsible for maintaining strong … more
- Deloitte (Pittsburgh, PA)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...manage contractual matters and risks and be the trusted advisor to leaders on multiple accounts. + Provide mentoring… more
- WTW (Philadelphia, PA)
- …reflect the client 's broader business issues + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and...shoot issues, create client deliverables, contribute to client management and participate in the creation of new… more
- Ensono (Philadelphia, PA)
- …and enhanced customer experience. + **Relationship Management:** + Establish trusted advisor relationships with client stakeholders, from IT to business ... at Ensono, you will be responsible for driving new client acquisitions and collaborating with account executives to expand...of their data and accelerate digital transformation. + **New Client Acquisition:** + Identify, qualify, and close new data… more
- KeyBank (Corry, PA)
- …Avenue - Corry, Pennsylvania 16407 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... The Private Client Banker (PCB)... Banker (PCB) is part of the Key Private Client Program and will focus on the entire ...Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.… more
- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role you will:** + Assist Financial Advisor (s) with service and operational related activities such as providing… more