- Grant Thornton (Chicago, IL)
- …privacy and data protection trends to issues and other opportunities for improvement + Lead the execution of assigned client engagements from start to finish, ... + Adhere to the highest degree of professional standards and strict client confidentiality + Ability to manage multiple engagements and competing priorities in… more
- Columbia Bank (Lake Oswego, OR)
- …Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client ... a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to...and asset quality. Proven ability to constructively work within ( lead ) a team in effort to deliver holistic, customize… more
- City National Bank (Las Vegas, NV)
- …all functions of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may be accomplished through active calling ... exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy...senior support and act as a role model to lead by example & foster a proactive business development… more
- KeyBank (OR)
- …clients who have payments/treasury management needs. + Demonstrate willingness and ability to lead the prospecting charge for new client acquisitions and be ... industry knowledge and Key's product set. Sr. Payments Advisors serve as the client 's trusted advisor for cash management solutions to develop, manage and retain… more
- ADP (Tempe, AZ)
- …Ledger (GL) interface and GL-related Integration solutions in accordance with client expectations, following ADP guidelines; Support a variety of implementations ... ADP's moderately complex clients, and long timeframes where each client may require a different configuration. + Serve as...Serve as a subject matter expert that can help lead the workflow of the group + Apply industry… more
- City National Bank (San Francisco, CA)
- …Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic ... areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk… more
- City National Bank (Beverly Hills, CA)
- …that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a team environment to deliver integrated ... Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and...* Advanced Degree (JD or CPA or Masters in Tax/ Accounting /Business) helpful * Ability to travel up to 20%… more
- Bank of America (Denver, CO)
- …the enterprise to develop and deliver customized treasury solutions that meet client objectives. + Drives and is accountable for revenue growth, profitability, ... client planning, client calling, portfolio development, pricing...knowledge. **Job Qualifications:** + BS or BA in finance, accounting , management, or another undergraduate degree or equivalent work… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to clients. * Collects and compiles fundamental research on related companies in response to client inquiries. * May lead client meetings to identify ... analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides… more
- ARAMARK (Globe, AZ)
- …where customers order prepared foods from a menu. In this position you will lead a team of 20 employees at this 30 bed hospital. **Job Responsibilities** Leadership ... Lead , mentor, engage and develop teams to maximize their...employees Ensure safety and sanitation standards in all operations Client Relationship Identify client needs and effectively… more