- S&P Global (San Francisco, CA)
- … financial markets and credit workflows to run high-impact, diagnostic client conversations. + Partner across the organization-including Marketing, Customer ... + Proven ability to establish, nurture, and expand relationships at the senior executive level. + Consultative, client -first approach rooted in problem-solving… more
- JPMorgan Chase (New York, NY)
- …+ Help maintain existing business by ensuring a high level of customer satisfaction. + Partner with internal teams on the client onboarding and KYC process to ... in a team environment, you will have access to senior officers of the firm and senior ...full spectrum of the firm's resources to develop customized financial solutions that meet the unique needs of each… more
- Edward Jones (Dallas, TX)
- …client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... financial planning recommendations are suitable and align to client goals. **Responsibilities include:** + Develop and execute team...coaching) in support of department and firm objectives. + Partner with financial advisors and clients to… more
- AECOM (New York, NY)
- …the successful candidate will develop and execute the strategic growth plan for our Financial Services client base, including the development and execution of ... Planning** : Experience in developing and executing long-term strategies for financial growth and operational efficiency. + ** Client Relationship Management**… more
- CIBC (Chicago, IL)
- …Management's Chicago office, you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional ... the emphasis on new business development. Your responsibilities will include financial planning, trading, client meeting preparation, investment analysis,… more
- JPMorgan Chase (New York, NY)
- …the primary F&BM partner for Small Business and Middle Market, providing financial insights and guidance to senior leaders. + Oversee budgeting, forecasting, ... actions to optimize results. + Prepare and present regular financial and business performance reports to senior ...data sets to inform business decisions. + Influence and partner with senior leaders to drive strategic… more
- AON (Houston, TX)
- …same-but every day centers on building positive relationships, solving sophisticated client challenges, and delivering the full value of Aon's global capabilities. ... creation. Each day, you'll help ensure that Aon remains a trusted, indispensable partner in the success of your clients' businesses. + Leverage extensive knowledge… more
- AON (Norwalk, CT)
- …advanced rewards consultant to support our growing rewards advisory practice focused on Financial Services clients. The ideal candidate for this role is someone with ... will be responsible for the day-to-day management of multiple client engagements, working with a team in the delivery...and on-budget. + Create trusted relationships with clients at senior levels. Help to extend or expand existing work… more
- Oracle (Columbia, SC)
- … satisfaction, revenue growth and reference generation **Engagement Management:** + Influences client executive management and partner senior management in ... enhancements to Oracle products to meet the most complex client needs. + Grows and shares knowledge of competitive...needs. + Grows and shares knowledge of competitive and partner products, technology, solutions and external market factors that… more
- AON (St. Peter, MN)
- …portfolio of global captive clients? Do you want to work closely with senior stakeholders, shaping innovative risk financing solutions from the heart of Guernsey's ... insurance servicing of a portfolio of captive clients. You'll ensure that client strategies, business plans and insurance programme placements are achieved, while… more
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