- Aegon Asset Management (WA)
- …. Job Description Summary Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans. ... Handles relationship management through required client visits and proactive phone contact. Represents the company...enrollment materials. Report back to clients and advisors on success of strategies and programs. + Consult with clients… more
- NetApp (Irvine, CA)
- **Job Summary** As an Enterprise Client Executive at NetApp, you will take ownership of a select portfolio of 10 - 15 named Fortune accounts.. This role is ... business opportunities to expand NetApp's footprint. + Sales Strategy: Partner with the Account Technology Specialist to define and...cloud data services and storage solutions. As an Enterprise Client Executive , you will play a key… more
- NetApp (Irvine, CA)
- **Job Summary** As a Commercial Client Executive at NetApp, you will take ownership of a select portfolio of 100+ named accounts, and in some cases cover a ... into new accounts within the territory. + Sales Strategy: Partner with channel to develop go to market plans...cloud data services and storage solutions. As a Commercial Client Executive , you will play a key… more
- Aegon Asset Management (FL)
- …Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also ... annual plan reviews. + Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach. + Serve as… more
- JPMorgan Chase (San Diego County, CA)
- …Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. + Partner with Chase Wealth Management advisors ... The Client Specialist is a sophisticated wealth expert that...with bankers you will serve as the lead wealth partner . You will help identify the banker's best wealth… more
- JPMorgan Chase (New York, NY)
- …driven decision making and product development expertise to lead the development of Client Experience products. We are seeking a senior, hands-on product leader, who ... execution roadmap and data dependencies** and work closely with partner functions to **execute the multi-year vision** . As...multi-year vision** . As a Product Manager on the Client Service Experience team you will be responsible for… more
- JPMorgan Chase (New York, NY)
- …leverage your advanced capabilities to challenge traditional approaches, remove barriers to success , and foster a culture of continuous innovation that helps inspire ... **Job responsibilities:** + Oversees the Financial Planning (Wealth Plan) client experience product roadmap, vision, development, execution, risk management, and… more
- NTT DATA North America (Columbus, OH)
- …The Client Executive needs to position themselves as a Business/ Client Partner within the customer's executive suite operating across their ... value-add business outcomes. The ideal candidate will have IT, Client Executive / Client Partner ...helping clients innovate, optimize and transform for long term success . As a Global Top Employer, we have diverse… more
- AON (Charlotte, NC)
- …goals. Always promotes the value Aon delivers to clients, particularly through Client Promise. Job Responsibilities: + Support Account Executive 's effective ... goals. Always promotes the value Aon delivers to clients, particularly through Client Promise. Job Responsibilities: + Support Account Executive 's effective… more
- AON (New York, NY)
- …Reinsurance Executive Leadership Team on highly confidential searches. We partner with our Sourcing Team and Coordination Team on location analysis, inclusion ... seek to understand how each role contributes to the success of the business. You will partner ...Executive Leadership Team on highly confidential searches. We partner with our Sourcing Team and Coordination Team on… more