- JPMorgan Chase (Boston, MA)
- …Advisors + Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and customers' ... and then assigning responsibilities for the errors as necessary + Review client accounts as outlined by procedures; follow up on issues or make client contact… more
- JPMorgan Chase (New York, NY)
- …can match. **Job Summary:** As a Product Specialist supporting Customized Managed Account Solutions, you will help drive key project initiatives impacting our ... strategic roadmap supporting our retail separately managed accounts (SMA) and Model Portfolio business. Working in direct collaboration with cross-functional… more
- JPMorgan Chase (Wilmington, DE)
- …and prioritize the most critical acquisition strategies to grow revenues and accounts while solving solve customer pain points + Effectively collaborate with ... cross-functional teams to develop new tests, capabilities, or experiences to drive account growth and NPS + Partner with analytics, marketing, product, operations,… more
- Palo Alto Networks (Chicago, IL)
- …choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and ... + Manage and lead a team Field based District Managers and Account Representatives-exceeding revenue targets, building pipeline, and landing new customer logos for… more
- Somatus (Mclean, VA)
- …revenue growth for each client + Identify and pursue opportunities to increase account revenue and contract expansion + Develop a strategic account -level ... and market awareness + Prepares and briefs internal leadership teams on overall account health + Conduct formal periodic reviews with the client(s) to review… more
- HUB International (Santa Barbara, CA)
- …growth and client retention through superior customer service + Developing accounts and cross-selling available products and services + Generating and pursuing ... Vacation, Sick, and Personal Time Off + Flexible Spending Accounts for: + Healthcare + Dependent care + Parking...that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender… more
- Govini (Arlington, VA)
- …close for multiple opportunities simultaneously + Develop, maintain, and execute against account plans for national security clients and prospects + Present ... develop, and field the capabilities we need. Today, the national security community and every branch of the military...large and complex deals + Proven success at new account development + Exceptional verbal and written communication skills… more
- JPMorgan Chase (Jersey City, NJ)
- …and provide tailored project charters to assigned clients, taking into account the complexity, technology stack, client objectives, and desired outcomes. + ... Sales in solutioning and mandating deal stages for pricing, pipeline planning, and account planning + Engages with technical members of client teams to deliver… more
- BlackRock (New York, NY)
- …lines of business in the US This individual will lead strategic account management, drive institutional sales efforts, and cultivate deep partnerships across client ... and prospects, aligned with the RI business plan. + Develop and execute account strategies for RI's largest and most complex relationships. + Drive new business… more
- MUFG (New York, NY)
- …soundness while developing the portfolio + Coordinate and communicate critical account information independently and directly to various related parties throughout ... of deals and covenants in line with policies and procedures. + Advise account officers on credit risk issues/terms and conditions to create a best possible… more