- AON (New York, NY)
- …relationships, account strategies and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing, selling and servicing ... strategies and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing, selling and servicing complex accounts + Provide… more
- PNC (Pittsburgh, PA)
- …gaps/opportunities within the Investment Office's product/solution offering. * Convert advisor feedback, client insights, and competitor/platform trends into ... income. This role will be responsible for turning market insight and client needs into actionable deliverables, and will partner closely with Portfolio Construction,… more
- Citigroup (New York, NY)
- …of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify data strategy ... are delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private Bank brands. **Job Description:**… more
- Columbia Bank (Encino, CA)
- …new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with ... its overall financial targets. + Serves as a trusted advisor to clients, functions as the Middle Market ...advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult, ideas, and options.… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides… more
- Publicis Groupe (Boston, MA)
- …exchange for brands looking to build relationships with their known customers **Senior Client Partnership** + Serve as strategic advisor to senior client ... which identifies and codifies unique solutions to solve our client 's problems. We craft partnerships for Digitas with platform...scale strategy, inspire teams, and serve as a senior advisor to our clients. You will be responsible for… more
- First National Bank of Omaha (Sugar Grove, IL)
- …it fits into our organization's success.** **Summary of the Job:** The Client Relationship Associate provides daily customer support and enables the efficient and ... effective practice management of our Financial Advisor teams. This role works closely with their ...Advisor teams. This role works closely with their Advisor (s) to support the delivery of advice, guidance and… more
- Zscaler (CO)
- …to meet customer needs and contribute to account planning + Be a trusted advisor , understanding client businesses and aligning Zscaler solutions with their goals ... **What We're Looking for (Minimum Qualifications)** + 10+ years of full-cycle sales experience within software or security industry + Bachelor's degree or equivalent experience + Progressive selling experience engaging with accounts and selling at C-Level +… more
- Steampunk (Mclean, VA)
- …enterprise cybersecurity and compliance requirements. + Serve as a senior advisor to client executives, framing modernization strategies, defining investment ... pathways, and articulating value realization for enterprise data initiatives. + Mentor Data Engineers, Data Architects, and cross-functional technical staff, strengthening architectural maturity across programs. + Develop reusable frameworks, architectural… more
- Fannie Mae (Washington, DC)
- …and deliver products that address those needs. * Act as a trusted advisor , managing client relationships and providing consultative analytics support. * ... Collaborate with cross-functional teams to enhance data architecture and reporting capabilities. *THE EXPERIENCE YOU BRING TO THE TEAM* *Minimum Required Experiences* * 2 yearsrelated experience in data visualization and data architecture. * Skilled in… more