- MetaOption, LLC (Vestal, NY)
- …multiple contracts. Oversees performance of unit management including budget development, client relations, sales and profitability performance, conformance with ... elevating the student experience through culinary innovation, operational excellence, and client partnership. What You'll Do: + Drive excellence in residential… more
- KeyBank (Cleveland, OH)
- …a portfolio advisor. Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals ... + Strong presentation skills. + Ability to work as part of a sales and client servicing team. + Ability to use: office equipment, Trust accounting system and… more
- Nuveen Investments (Princeton, NJ)
- … facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. + Educate ... **Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and… more
- PNC (Birmingham, AL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales ... collaborate with you to develop customized financial solutions that reflect each client 's unique needs and aspirations. We take a comprehensive, holistic, and… more
- KeyBank (Denver, CO)
- … planning activities throughout the year. + Capitalize on referrals from inside sales and/or client service managers. + Maintain up-to-date knowledge of Core ... and retain business clients with moderately complex cash management needs. They identify client needs and participate in various aspects of client management,… more
- KeyBank (Hartford, CT)
- …+ Strong advisory focus in client work. + Ability to work as part of sales and client servicing team. + Experience managing high net worth book of business. ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and...Management Team as part of the pre-call and weekly sales meeting + Administers complex accounts with a proactive,… more
- KeyBank (Tarrytown, NY)
- …client focus. + Strong presentation skills. + Ability to work as part of a sales and client servicing team. + Experience and proven success in an open ... on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with… more
- Citigroup (New York, NY)
- …team members to work collaboratively and with the entire business to deepen client relationships and exceed sales goals. + Align complementary experiences and ... whole. **Responsibilities:** + The position entails growing the existing client business, along with an acquisition strategy for UHNW...guide team members and help them develop and share sales ideas across their and the wider team. +… more
- Highmark Health (Annapolis, MD)
- …benefit benchmarking, claim reserving and strategic client support that is both client facing and supportive to Sales leadership, Client Management, ... Trusted Advisor role the Underwriting department provides to our clients and Sales . **ESSENTIAL RESPONSIBILITIES** + Initiate and lead the development of strategic … more
- Walmart (San Bruno, CA)
- …products such as Tableau and PowerBI + Partner closely with Operations & Client Services, Sales Strategy and Enablement, Business Operations, Product and ... guide pricing, packaging, inventory forecasts, campaign optimization and management, sales strategy, operational planning and efficiency, and optimizing our… more