- CIBC (Austin, TX)
- …requirements. **What You Need to Succeed** + A proven track record of managing high-net-worth client relationships + Expertise in investment and wealth advisory ... services + A collaborative mindset to deliver seamless client service + Strong financial acumen and relationship management skills to develop and execute… more
- Citigroup (Dallas, TX)
- …with client objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all client inquiries and problems are ... and reporting control issues with transparency. **Skills and Knowledge** + Client facing experience, preferably in the financial services industry. Strong… more
- Unilever (Santa Monica, CA)
- …with appropriate local businesses and positive brand awareness + Resolving all client satisfaction issues or identified concerns + Managing facility standards ... is a highly skilled and motivated sales and services leader charged with managing daily operations of Dermalogica-s skin care Flagship studios located in Santa… more
- WSP USA (New York, NY)
- …of working with infrastructure investors, lenders, international finance corporations and financial advisors. We would expect the candidate to have good knowledge ... track record in leading transaction & commercial assignments and managing teams. In today's world it's important to work...lead the conversion into projects. + Representing WSP at client meetings - the candidate needs to demonstrate a… more
- Fifth Third Bank, NA (Columbus, OH)
- …Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including ... for high net worth client base. + Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews.… more
- ADP (Roseland, NJ)
- …+ Experience leading manager-level direct reports. + Experience in negotiating, managing , and closing strategic third-party relationships. + Financial business ... leaders to advise and provide consultative support on business, legal, technology, and financial issues?_ + _Do you excel at analyzing complex contracts and turning… more
- Commerce Bank (St. Louis, MO)
- …seasoned wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. ... to help bring the company brand to life, while managing the Graphic Design team. About This Job As...management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for… more
- WSP USA (Washington, DC)
- …from the planning stage into the real world. Be an interdisciplinary leader, managing project teams that bring together financial analysts, urban designers, ... compliance professionals, land use planners, and grant funding experts to bring client opportunities to market, execute joint development agreements and real estate… more
- Citizens (Johnston, RI)
- …to assess creditworthiness and risk ratings. + Portfolio Management: Experience managing business banking portfolios, including tracking financial reporting, ... policy and requirements. Furthermore, you should be equipped to oversee financial analysis and modeling, risk evaluation, and ongoing portfolio maintenance… more
- Matter Family Office (Denver, CO)
- …an integral part of our team, working side by side with internal team members, client vendors, and external legal, financial , and tax professionals. This role is ... 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth. Matter associates...with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an… more