- KeyBank (Pepper Pike, OH)
- …and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both ... with complex financial needs. - Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation - Advises Relationship Managers (RMs) and… more
- Regions Bank (Atlanta, GA)
- …be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or ... acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external… more
- KeyBank (Palm Beach Gardens, FL)
- …and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both ... with complex financial needs. Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation Advises Relationship Managers (RMs) and… more
- Citigroup (San Francisco, CA)
- …with clients through in person, phone, and video engagement to build client satisfaction and loyalty, increase sales, deepen relationships and drive increased ... clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities + Deepen… more
- Citigroup (New York, NY)
- …provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending solutions ... across all three client segments including Citi Private Bank, Wealth at Work,...include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical,… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... the industry's best talent, with one of the best retention rates in the industry. And by applying a...The Manager, Investment is the primary liaison between the Client /Strategy group and Local Broadcast Buying Unit to ensure… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... has become a magnet for the industry's best talent, with one of the best retention rates in the industry. And by applying a whole-person approach to professional and… more
- Quad (Chicago, IL)
- …Investment, Affiliate and Influencer is the strategic lead for assigned client accounts. The Manager is responsible for leading strategic initiatives, budget ... the affiliate and influencer channels as a strong resource to deliver upon client goals. The Manager has a "growth-based mindset," and can illustrate a clear… more
- Citigroup (Plantation, FL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical,… more
- Burns & McDonnell (Phoenix, AZ)
- …scope, and control project costs. + Serve as primary point of contact with client regarding efforts such as client coordination, strategic planning, master scope ... and others as required. + Collaborate with the Project Management team to build client relationships while interfacing with the client for proposal and project… more