- City National Bank (New York, NY)
- …sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish ... be the primary point of contact for all new investment management opportunities. * Relationship Management * Take a...May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities… more
- Providence (Portland, OR)
- …practitioner who focuses on the consumer/patient to deliver a return on marketing investment . You will lead large multi-disciplinary teams, align them with a vision, ... including annual planning, priority setting, and budget alignment. + **Competitive Strategist :** Drive competitive strategy to ensure growth in volume, revenue, and… more
- AON (Fort Washington, PA)
- …and pricing strategies in collaboration with the dedicated marketing strategist , operations team, and insurance carrier partner. This includes optimizing ... Collaboration with IT NSO is continuing to build upon its largest IT investment - enabling customers to apply for coverage and service their accounts more… more
- KeyBank (ME)
- …centralized portfolio management support enabling Portfolio Managers and Portfolio Strategist (s) to provide effective strategies, solutions and optimal levels of ... strategy. **ESSENTIAL JOB FUNCTIONS** **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and … more
- KeyBank (Salt Lake City, UT)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- Regions Bank (Atlanta, GA)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client… more
- KeyBank (Seattle, WA)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- KeyBank (Westlake, OH)
- …maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures. + ... Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to...KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service clients. + Responsible for… more
- Lenovo (Morrisville, NC)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... up for success. The ideal candidate is a sophisticated and well-rounded strategist , analyst and thought leader with significant full journey, account-based marketing… more
- KeyBank (Fort Myers, FL)
- …maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures. + ... the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client… more