- Citigroup (New York, NY)
- …control environment: + **Leadership Management:** Leading a team proficient in client service , operational process management, Know-Your-Customer (KYC), and ... **Executive Summary** The Client Experience Group Manager is a leadership role...& Skills** + **Experience: 15+ years of experience** in financial services operational management, preferred. + **Qualifications:… more
- Vanguard (Malvern, PA)
- …experience. As the Senior Manager, Head of Sales Process & Efficiency for our Financial Advisor Services (FAS) business, you will lead the transformation of our ... sales organizations. You've led process transformation in asset management, wealth, or financial advisor services environments and know how to balance efficiency… more
- Vanguard (Malvern, PA)
- …that transformation. As the Senior Manager, Head of Go-to-Market Strategy for our Financial Advisor Services (FAS) business, you will architect and activate the ... designs and led activation in asset management, wealth, or financial advisor services , and you understand the...mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee… more
- Capgemini (Cincinnati, OH)
- …the Americas and globally. + Understands the key influencers within the client organization, quickly identifies client culture and decision-making process, and ... balances professional manner to suit client requirements + Works cross collaboratively with our solutions...for the customer and work with Managers from other service lines within Capgemini to ensure that service… more
- Battelle Memorial Institute (Columbus, OH)
- …development of program plans. + Conducts detailed analysis and assessments of complex financial data to support execution within existing client procedures and ... manage national laboratories, design and manufacture products and deliver critical services for our clients-whether they are a multi-national corporation, a small… more
- Vanguard (Charlotte, NC)
- About this job: At Vanguard, we have a client -first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat ... give them the best chance for investment success." Our Client Relationship Associates fulfill our mission by helping our...calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving… more
- BlackRock (San Francisco, CA)
- …deliver the CMS value proposition to clients - position resources, capabilities, and services to increase demand. + Support existing client relationships and ... alongside Portfolio Managers and focuses on commercializing model portfolios for Financial Advisors and their clients. The widespread adoption of Model Portfolios… more
- Cypress Creek Renewables (Durham, NC)
- …client needs. + Develop and execute comprehensive Account Plans to meet both client and company goals. Contract and Financial Oversight + Negotiate contracts, ... Senior Account Manager, Solar & BESS Services at Cypress Creek Renewables (View all jobs)... priorities and expectations. + Gather and analyze strategic client feedback to guide product and service … more
- First Horizon Bank (Doral, FL)
- …Word, and Excel **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout… more
- Thrivent Financial (Newbury Park, CA)
- …Park, CA 91320 Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving ... banking and generosity. Coastal Wealth Advisors is an independent financial services practice of Thrivent in Newbury...Job Description This position provides support to our existing client base by working with Lead Advisor or independently.… more