- Principal Financial Group (Charlotte, NC)
- …and Private Assets-delivered through mutual funds, CITs, ETFs, and Separate Accounts . Activating aggregator/home‑office lists, and converting advisor pipelines ... accounts to maximize home‑office menu influence and downstream advisor adoption. + Run consultative meetings that link plan...financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for… more
- RELX INC (Raleigh, NC)
- …Business Systems, with a focus on the ERP and Customer Engagement capabilities. Additional responsibilities include monitoring ongoing development/maintenance ... long-term architectural roadmaps. + Advisory Role: Act as a key advisor to technology leadership on strategic direction, investment prioritization, and technology… more
- First Horizon Bank (Houston, TX)
- …of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... On site at location listed in job posting** **Position Overview:** Develops new customer prospects and business with commercial clients, with the potential to manage… more
- ServiceNow, Inc. (Chicago, IL)
- …delivered on time, within scope, and with the highest level of quality. + Customer Partnership: Act as a trusted advisor to executives and stakeholders, helping ... ServiceNow platform. The Sr. Manager will play a critical role in enabling customer success, ensuring high-quality project delivery, and driving growth of the CRM &… more
- First Horizon Bank (Houston, TX)
- …of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... at location listed in job posting **Summary** Develops new customer prospects and business with commercial clients, with the...maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a… more
- Kestra Financial (Fort Worth, TX)
- …to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead Advisor of a large… more
- Oracle (Nashville, TN)
- …to be "Strategic" to the success of Nor1 + Develop and maintain trusted advisor relationships with key accounts , customer stakeholders and executive sponsors ... service on a day-to-day basis + Liaise between the customer and internal teams + Act as spokesperson and...enable Nor1 to scale the Nor1 platform across all accounts + Perform research and author account … more
- Oracle (Nashville, TN)
- …close new business for Oracle's data platform offerings, focusing on both new account development and expanding business within existing accounts . You are ... you have a passion for technology innovation and driving customer success? Join Oracle as a Software Data Platform...the higher education space. + Serve as a trusted advisor , understanding each institution's unique needs, strategic objectives, and… more
- First Horizon Bank (Marathon, FL)
- …retail, investment, financial, and estate planning services. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial ... like loans, lines of credit, cash management services, and deposit accounts . **Key Responsibilities Include** + Develops new relationships through calling on… more
- Airtable (New York, NY)
- …new and install motions + Build meaningful relationships with and serve as a trusted advisor to a prospect or customer 's technical teams + Own the technical ... of Sales, Services, Product, and Marketing and take a customer -centric approach to creating value through intentful listening, storytelling,...evaluation process showcasing customer -centric value within the context of the customer… more