- City National Bank (New York, NY)
- …and advice; banking, credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop business ... created and are implemented by conducting on-going meetings with Client Managers and Private Bankers * Managing ongoing measurement,...in a timely manner to staff. Leadership * Create trust and demonstrates integrity. * Lead courageously. * Has… more
- Tompkins Community Bank (Rochester, NY)
- …(TFA) in an assigned market. Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and ... trust services; lead wealth management business development efforts within...the Assigned Market-Lead efforts to grow TFA's presence and client base. Build relationships with Centers of Influence (COIs)… more
- CIBC (Chicago, IL)
- …services professionals working towards a shared goal - delivering an exceptional client experience. As a people leader, you'll hire, develop, and coach your ... include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking...self to work and you live our values - trust , teamwork, and accountability. _Subject to plan and program… more
- Bank of America (San Jose, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...extensive financial data to identify possible solutions to meet client needs and goals + Schedules, prepares, and attends… more
- Optiv (Wilmington, DE)
- …is a senior technical leader responsible for driving the success of client engagements, acting as a trusted advisor, and overseeing delivery excellence. This ... outcomes for customers, leads large and complex projects, and elevates both client maturity and the consulting team's capabilities. This individual is the go-to… more
- WTW (Arlington, VA)
- …programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies and results ... that effectively drive client action and improve plan performance, and will have...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- WTW (Nashville, TN)
- …life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure ... leaders in the industry. + Develops knowledge of varying client complexity by working across different client ...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- WTW (Potomac, MD)
- …Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to ... financial management and data analytics expertise to solve complex client problems and to lead the development of new...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- Steampunk (Mclean, VA)
- …being an agent of change on a team committed to achieving client -focused, mission-driven excellence? **Steampunk** is seeking a **Project Manager** who is creative ... at, Agile scrum processes as well as driving high client satisfaction. **Contributions** As a **Project Manager** , you...**Required:** + Ability to obtain a US government Public Trust Security Clearance + Bachelor's degree + 5+ years… more
- WTW (Boston, MA)
- …serve as the financial lead for medium to large, complex employer client assignments. You'll leverage your experience as a benefits financial/actuarial expert to ... financial management and data analytics expertise to solve complex client problems and to lead the development of new...**The position allows for flexible working:** At WTW, we trust you to know your work and the people,… more