- Bank of America (Charlotte, NC)
- …opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue ... the role, TSA's must maintain and build a strong client focus, and awareness and understanding of the bank...scale opportunities and deepen relationships at lower half of portfolio with guidance from TSO; includes in person calling… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens ... relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical physicans with total loans and deposits of more than… more
- TIAA (Charlotte, NC)
- …team of Trust Administrators and Trust Specialists that develop and maintain a portfolio of important revenue generating client relationships within the defined ... as subject matter expert on Agency and IRA matters and high net-worth client specific issues. + Assist with the development and implementation of new processes… more
- Black & Veatch (Wilmington, NC)
- …you will have the opportunity to: + Provide technical support for client projects with design review services, design engineering services, and development ... engineering support. + Support client projects with feasibility studies, energy production estimates, and...people engaged, productive, safe and healthy. Our comprehensive benefits portfolio is a key component of this commitment and… more
- Public Consulting Group (Raleigh, NC)
- …Operations Manager is accountable to ensure the functions of maintaining our client accounts, after software implementation, is smooth, efficient and scalable. This ... procedures in support of PCG's South Education consulting and technology service portfolio . This role is responsible for managing staff in a matrixed organization,… more
- Bank of America (Belmont, NC)
- …skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding ... of America's core banking, investment solutions and approach to client care. We will equip you with everything you...you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- CBRE (Raleigh, NC)
- …Remote - US - Remote - US - United States of America **The client -facing title for this role is Senior Managing Director, Business Development** The Senior Business ... responsible for win and grow activities and will lead interactions in a client -facing role in large, regional, and global healthcare system pursuits, renewals and… more
- Truist (Wilmington, NC)
- …job description:** *This is an in-office position located in Wilmington, NC.* Provides in-office client and advisor support to a team of Wealth Advisors managing a ... portfolio of high net-worth clients. Closely works with assigned...advisor(s) to meet the needs and objectives of the client and will serve as the primary point of… more
- Forrester (Charlotte, NC)
- … advocate driving strong renewal rates and higher enrichment by understanding the client 's business initiatives and mapping to Forrester's portfolio of products ... retention, and additional enrichment opportunities. **Job Description:** + Strengthen the client 's relationship health post-sale by deeply embedding in the accounts… more
- Bank of America (Charlotte, NC)
- …job is responsible for acting as the primary interface to a small portfolio of high revenue and complex Treasury clients. Key responsibilities include leading, ... initiatives. **LOB Job Description:** Our goal as the Global Client Advocate team (GCA) is to deliver the voice...team (GCA) is to deliver the voice of the client into our organization for operational matters. Focusing on… more