• KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... financial needs through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of this client promise… more
    KeyBank (05/05/25)
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  • District Channel Manager - CS R&D Major Accounts…

    ADP (Miami, FL)
    …the ADP Family.** In addition to selling cloud-based human resources solutions , you will strategically cultivate additional business within existing accounts. But ... here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...will help you build team and client relationships, identify solutions , and achieve success. Base salary offers for this… more
    ADP (05/01/25)
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  • Investment Manager II

    Truist (Tampa, FL)
    …co-workers for advice and assistance relating to investment expertise and client solutions . ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients. 2. Assist Wealth Advisors with… more
    Truist (04/19/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Orlando, FL)
    …clients on building, preserving, and managing their wealth, risk management solutions , business transition strategies, etc. You will utilize our financial planning ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing… more
    First Horizon Bank (04/10/25)
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  • Strategic Customer Engagement Director

    Verint Systems, Inc. (Tallahassee, FL)
    …developing escalation resolution plans as necessary + Act as a trusted advisor by providing insights, recommendations, and industry best practices to guide customers ... strategic value for key accounts, whether through new products, services, or solutions , driving increased ARR + Partner with internal stakeholders such as Sales,… more
    Verint Systems, Inc. (04/04/25)
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  • Manager Retail Intelligence (CPG)

    Acosta Group (Jacksonville, FL)
    …decision-making** and support business initiatives. You will be a trusted advisor and subject matter expert, **leveraging analytical capabilities and retail ... tools** to **address critical business questions** , **develop category-focused solutions ** , and improve processes. A key aspect of...during client and sales calls, acting as a trusted advisor and subject matter expert. + Support leadership with… more
    Acosta Group (06/05/25)
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  • Senior HR Business Partner

    Stantec (Sarasota, FL)
    …or organizational design challenges and provide advice and expertise to help develop creative solutions . + Serve as a trusted advisor to leaders by presenting ... two days. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with… more
    Stantec (06/02/25)
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  • Merrill Market Supervision Manager

    Bank of America (Miami, FL)
    …determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm ... and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the...needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way… more
    Bank of America (05/24/25)
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  • Director, Internal Audit, Information Technology

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …across the global enterprise in support of continuous monitoring and "trusted advisor " style relationship building. Plays a significant role in the strategic ... with substantial latitude for independent actions or decisions. Acting as an advisor , provides guidance, training and tools that enable business process auditors to… more
    Raymond James Financial, Inc. (05/17/25)
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  • Global Advisory Council Engagement Manager…

    ServiceNow, Inc. (Orlando, FL)
    …showcase program outcomes and business impact. + **Effective Communicator & Trusted Advisor ** - Adept at working with senior leaders, presenting complex data ... accuracy, and deliver high-quality outputs on tight timelines. + **Agile & Solution -Focused** - Comfortable in a dynamic environment, able to pivot priorities based… more
    ServiceNow, Inc. (06/06/25)
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