- Vanguard (Charlotte, NC)
- …based on role-specific duties. + 7+ years of financial advice, financial planning, book of business management and relationship management. + Experience ... applying trust and estate planning knowledge to help preserve client 's wealth + In-depth knowledge of financial planning, investment strategies, and industry… more
- Deloitte (Houston, TX)
- …teams to reach their desired outcomes together. We are passionate about helping client executive teams overcome their most critical challenges. As a Deloitte ... problems. It takes specialized skills, proven best practices, and deft executive facilitation to deliver results that are anything but business-as-usual. Our… more
- CIBC (Houston, TX)
- …Analytical Thinking, Business Objectives, Credit Decisions, Credit Risk Management, Financial Analysis, Project Management, Relationship Building At CIBC, ... We're building a relationship -oriented bank for the modern world. We need...Be Doing:** Risk Management is led by the Senior Executive Vice-President and Chief Risk Officer (SEVP & CRO)… more
- Oriental Bank (San Juan, PR)
- …accounts, mortgages, insurance, and investment products, to maximize revenue and deepen client relationships. + Offer personalized financial advice and solutions ... the high-end customer feel pampered and eager to increase relationship due to satisfaction. Position works on-site based in...tailored to the client 's financial management objectives, including investment options. Anticipate… more
- JPMorgan Chase (Chicago, IL)
- …planning skills + Ability to prioritize multiple initiatives + Strong interpersonal and relationship building skills + Client management experience + Ability to ... Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Sales Associate in… more
- Oracle (Frankfort, KY)
- …use it on all engagements + Lead business process workshops and advise the client on the impacts of adopting the Oracle Fusion solutions. + Lead requirements ... and plan for the customer. + Develop and maintain a continuous close relationship with the relevant Key customer contacts throughout the customer lifecycle. +… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Baker Construction (Cincinnati, OH)
- …including executive management + Ability to communicate well with client executives + Ability to develop and present presentation materials for meetings ... for, not only the day-to-day operations, but also the financial well-being of his/her territory. The **VP** **of Operations**...of a Strategic Business Plan that aligns with the Executive Team's expectations and ensures a 1st or 2nd… more
- Bank of America (Mequon, WI)
- …Description:** This job is responsible for managing a team comprised of Financial Center Managers and Relationship Managers. Key responsibilities include driving ... are guided by a common purpose to help make financial lives better through the power of every connection....local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational… more
- Commerce Bank (Kansas City, MO)
- …is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money ... selling the 'whole bank'. You'll work closely with the Executive Leadership team to partner on seamless sales process,...usage of the consultative selling model + Identify strategic client relationships and assist in their retention and expansion… more