- NTT DATA North America (Plano, TX)
- …and partner-assisted deals + **Peer Engagement:** Act as a peer and trusted advisor to client executives and sales executives, ensuring seamless integration of ... Alignment:** Drive alignment across internal functions (sales, marketing, product, services , legal, finance) to support alliance goals...sites. This ensures we can provide timely and effective support tailored to each client 's needs. While… more
- World Insurance Associates, LLC. (Anderson, SC)
- …complex placements as requested + Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff + ... is a unique insurance organization offering top products and services from major providers, combined with attentive service...as necessary to ensure client 's and prospective client 's coverage needs are comprehensively addressed + Support… more
- BlackRock (San Francisco, CA)
- …BlackRock products, market views, marketing sales strategies, technologies, and applications to fully support and service the FAs with all inquiries. + Be ... Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with strong passion for engaging with Financial Advisors… more
- JPMorgan Chase (Palo Alto, CA)
- …and Treasury team to achieve individual sales goals + Serves as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote ... + Lead complex contract renegotiations + Makes recommendations on new products and services dependent on client input and general industry observations +… more
- Optiv (Wilmington, DE)
- …Security is a senior technical leader responsible for driving the success of client engagements, acting as a trusted advisor , and overseeing delivery excellence. ... outcomes for customers, leads large and complex projects, and elevates both client maturity and the consulting team's capabilities. This individual is the go-to… more
- Charles Schwab (Menlo Park, CA)
- …could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do) **What ... with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This… more
- Bank of America (Los Angeles, CA)
- …concepts, generally with annual revenues of $50 million to $2 billion. Targeted size of client is over 20 units if a franchisee and over $50mm in revenue if an ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Bank of America (Tampa, FL)
- …is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Bank of America (Atlanta, GA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... and facilitating client relationships with Product Specialists. Job expectations include having...expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase… more
- Sodexo (East Hartford, CT)
- …Annual incentive Package **What You'll Do** + have exceptional client service mentality and executive presence + support a diverse and inclusive ... workforce + develop exceptional client relations and ensure the campus food ...our client 's organization and be a trusted advisor with a customer service focus +… more