- TIAA (Denver, CO)
- …into investment models and allocation frameworks. + Support business development and client retention initiatives. + Maintain accurate records and documentation ... implementation of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that align with… more
- Sodexo (St. Louis, MO)
- …Operations** role. In this strategic role, you will be responsible for the client retention and growth capabilities through leadership development, client ... and operational excellence that drives meal participation, student satisfaction, and client engagement. This role functions as a partner with clients to… more
- ReSource Pro (Atlanta, GA)
- …clients across the carrier, broker, and MGA segments - consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, ... platforms and the broader insurance technology ecosystem. + Partner with sales and client executives to drive and refine the opportunity pipeline. + Lead client… more
- City National Bank (Miami, FL)
- …comprehensive training sessions and supporting the line unit's business development and client retention efforts. * Coordinates and manages the preparation and ... team members in order to acquire new business and strengthen existing client relationships. Maintain current knowledge of all treasury management products and… more
- Aegon Asset Management (Cedar Rapids, IA)
- …positive relationships with clients, financial professionals and internal service teams to ensure client retention , growth of the client service block and ... customers, while demonstrating technical proficiency and service skills. Partner with the client in creating a plan vision and strategy using consultative selling… more
- Bangor Savings Bank (Concord, NH)
- …Officer is also responsible for providing exceptional service so as to aid in client retention and create a differentiated client experience. The Corporate ... financial analysis as required for presentation to clients/prospects + Monitors client analysis statements monthly to ensure appropriate product and service use… more
- Comerica (Dallas, TX)
- …that staff and self-provide the highest level of quality customer service and that client retention goals are achieved or exceeded. Oversee the new account ... Manager role will oversee the administration of all assigned client relationships including the delivery of high-quality products/services, conducting productive… more
- Zions Bancorporation (Las Vegas, NV)
- …investment strategies and opportunities. + Actively engage in new business and client retention activities including presentations to prospects and existing ... Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth Management team members, especially… more
- Publicis Groupe (New York, NY)
- …delivering new business development efforts drive organic growth and client retention + **Cross-Functional Collaboration:** Strengthening relationships across ... Video for one of our biggest clients.. The SVP is expected to deliver both client success and the strategic evolution of the Programmatic client team. This… more
- ECP (Milwaukee, WI)
- …changes) + Own the client experience post-implementation, focusing on client growth, satisfaction, retention , and expansion opportunities + Monitor account ... working in fast-paced growth environments + Proven success in client growth, retention , and satisfaction + Effective at leading and facilitating executive… more