- Aon (San Francisco, CA)
- …with, more senior members of the team to advise clients and colleagues. Lead client engagement & Relationship Management Serve as the primary point of contact for a ... developments (SEC, stock exchange requirements) and proxy advisor policies to client situations. Strategic Guidance & Stakeholder Engagement Develop and implement… more
- ERM: Environmental Resources Management (San Jose, CA)
- …ERM's continued expansion, you'll work alongside industry-leading experts, drive strategic client engagements, and deliver impactful solutions for some of the most ... Commission , USFWS , and CPUC. Drive business growth through strategic client relationships, leveraging existing contracts with PG&E, SCE, and Sempra. Mentor and… more
- Lamwork (Manchester, NH)
- …and initiatives Account Oversight: Oversees the trading and rebalancing of client accounts Security Research: Researches and evaluates a wide range of investment ... private placements Portfolio Management: Creates and manages in-house model portfolios Client Engagement: Participates in client /prospect meetings on a regular… more
- Ernst & Young Oman (Washington, DC)
- …value. You'll also team with our partners and your teams to develop account strategies and identifying and deliver additional services to our clients. Skills and ... Translating complex data from a range of sources into client -ready insights and deliverables * Building effective long-term relationships...your work style to work with both internal and client team members What we look for We're interested… more
- Mechanics Bank (Palo Alto, CA)
- …portfolios of complex investment management agency and trust accounts. Performs all primary client contact and support for activities in agency accounts to whom they ... services to investment management agency and trust accounts. Performs all primary client contact and support for activities in agency accounts and collaborates on… more
- Aon (San Francisco, CA)
- …us an efficient one‑stop shop for all types of corporate governance needs. Lead Client Engagement & Relationship Management Serve as the primary point of contact for ... developments (SEC, stock exchange requirements) and proxy advisor policies to client situations. Strategic Guidance & Stakeholder Engagement Develop and implement… more
- Oppenheimer & Co (Chicago, IL)
- …functions - partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also ... collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings In certain circumstances, drive,… more
- Crowe (Boston, MA)
- …with new tools and approaches Business Development Actively participate in client meetings and strategic planning discussions Contribute to proposal development, ... client relationship management, and expanding firm service offerings Lead...time. The wage range for this role takes into account the wide range of factors that are considered… more
- Arcadis (Washington, DC)
- …simultaneously on various projects. The candidate should be able to handle client accounts, lead the execution of complex and significant retail projects, manage ... to pursue business opportunities and develop relationships with clients Manages client accounts and the execution of significant projects Works with principals… more
- Guidehouse (Washington, DC)
- …a hands‑on Financials Solution Architect on assigned projects helping to streamline client process Oversee and facilitate Design Sessions, capture client ... papers, etc.) and presentation skills such as Workday demonstrations and client presentations Implementations involving deploying within a state or local government… more
