- The Cigna Group (New York, NY)
- …and pricing + Must be located in NY/NJ area + Sales or direct client management experience + Strong strategic and analytical skills + Well-developed relationship ... Primary responsibility includes working in conjunction with internal sales and client managers to develop and execute strategy to sell integrated programs… more
- Nuveen Investments (Princeton, NJ)
- **Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide ... client facing Wealth Management associates. Coach and motivate client -facing Wealth Management client facing associates to meet comprehensive goals of… more
- Bank of America (Chicago, IL)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... + Price Verification and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis + Financial… more
- Nuveen Investments (Denver, CO)
- …**Career Level** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity (wealth ... clients + CFA, CFP Certification + University Degree \#LI-KD2 Related Skills Change Management , Client Financial Planning, Client Relationship Management… more
- CBRE (Greenville, SC)
- …Generates a robust communication strategy and ensure accuracy of reporting and client submittals. + Negotiates new management agreements and encourage ... adopt and implement best practices that will benefit the client . + Establishes management and control procedures to assure assignments comply with established… more
- CBRE (Jersey City, NJ)
- …training staff to support client needs while reporting project statuses to client senior management . . Identify and solve complex operational problems using ... to support client needs. Report global projects statuses to client senior management . . Foster a culture of continuous improvement and innovation, bring best… more
- Lotte Biologics USA LLC (Syracuse, NY)
- …improvement through lessons learned, KPI tracking, and implementation of global PMO initiatives. Client Relationship Management + Act as a senior point of ... contact for strategic or high-priority client accounts. + Oversee client communication, project scope definition, change order management , and performance… more
- BMO Financial Group (Chicago, IL)
- …sales effectiveness. + Promote CRM and sales tool utilization for pipeline and client management . + Support strategic sales initiatives and campaigns. + Partner ... + **Innovation:** Drive adoption of tools and best practices to elevate client experience. + **Growth:** Collaborate with leadership and learning teams to design… more
- Truist (Charlotte, NC)
- …regarding portfolio matters, which may include site visits and meetings with client management teams. **4. Credit Presentation Leadership** Prepare and present ... recommendations and author initial risk assessments based on expertise. **3. Client Relationship Management ** Serve as a primary point of contact for clients and… more
- Nuveen Investments (Philadelphia, PA)
- …broader investment approaches. **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated needs. + ... 9IC **PLEASE NOTE:** TIAA's Senior Portfolio Manager - Private Asset Management is an **individual** client -facing, investment manager opportunity (wealth… more