- JPMorgan Chase (Sarasota, FL)
- …Duties: Advise Ultra High Net Worth (UHNW) clients in the Financial Services space on personal balance sheet asset allocation, investment management, wealth ... order to deliver exceptional investment experiences that ultimately maintain and grow client assets. Analyze clients' trusts and estates plan and their equities and… more
- PNC (Fort Lauderdale, FL)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services , Wholesale and Women in Business. As a Relationship Manager… more
- ADP (Maitland, FL)
- …for. Read on and decide for yourself. In this role **,** you'll be a trusted advisor to our clients. Using your ADP service expertise and consulting skills, you ... expertise. + **Turn Prospects into Loyal and Referring Clients** .You understand client business requirements and then can configure the solution to demonstrate… more
- PNC (Orlando, FL)
- …may be performed remotely, at manager's discretion. Commercial Banking provides financial services , both in and out of PNC's branch footprint, to companies with ... million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to...and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of… more
- Sharecare (Tallahassee, FL)
- …revenue as well as growing and expanding Provider Solutions inside the existing client base. Additionally, and primarily, the individual will be looking to acquire ... with long term revenue streams. The right candidate will have excellent client management and relationship building skills. The Provider Sales Executive will serve… more
- Deloitte (Miami, FL)
- …client relationships on various federal tax consulting/compliance engagements. + Identifying client needs and leveraging Deloitte's range of services and ... those needs and cross sell among various lines of service . + Acting as a trusted business advisor...Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's… more
- Oracle (Tallahassee, FL)
- …with account teams to identify upsell and cross-sell opportunities by understanding client pain points and recommending additional services and solutions. 15. ... senior customer-facing technology leader who drives technical strategy and managed services engagements for enterprise clients. As part of Oracle's Customer Success… more
- BMO Financial Group (West Palm Beach, FL)
- … Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall ... service contact for clients. + Takes ownership of client issues and collaborates with others to resolve or...advisors of clients on behalf of the private wealth advisor / relationship manager. + Develops an understanding of… more
- Oracle (Tallahassee, FL)
- …deployment of services within Oracle PaaS/SaaS Cloud, including building new service toolkits and setting up the necessary tools and infrastructure. + Identify ... the value of Oracle Cloud solutions. Serving as a client advocate, this role provides deep product expertise and...Cloud (OIC), Oracle SOA Suite, Oracle Visual Builder Cloud Service (VBCS), Oracle Process Cloud (PCS), and Oracle Database.… more
- Bank of America (Ponte Vedra Beach, FL)
- …including managing expenses, building wealth, and managing debt + Ensures exceptional client service quality delivery by supporting the operational execution of ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more