- Cardinal Health (Annapolis, MD)
- …results, increase market share and exceed customer expectations. **_Job Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a ... **_What Category Management contributes to Cardinal Health_** Marketing is responsible...product promotions, designs planograms, and tracks product changes. The Advisor manages product categories that are low volume and/or… more
- JPMorgan Chase (Mitchellville, MD)
- …relationship-building skills. This will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a deep ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to… more
- Truist (College Park, MD)
- …Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning ... the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent… more
- Bank of America (Mechanicsville, MD)
- … Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive ... portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to...Presence + Oral Communications + Risk Management + Trading **Minimum Education Requirement: High School Diploma… more
- Guidehouse (Hanover, MD)
- …with client's mission space + Provide recommendations for project development level portfolio management and oversight as required + Provide recommendations or ... and lifecycle cost strategies. As a program and technical advisor , you will be a critical member of project...subject matter expertise to programs with technical or program management expertise; and facilitate meetings as directed + Provide… more
- UMB Bank (Annapolis, MD)
- …a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully understand market narrative, manager ... **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor... generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being… more
- Bank of America (Germantown, MD)
- … Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive ... Financial Solutions Advisor Registration Candidate- Financial Center Seneca meadows Germantown,...Presence + Oral Communications + Risk Management + Trading **Minimum Education Requirement:** High School Diploma… more
- Sysco (Pocomoke City, MD)
- …with cross -functional teams to build a strategic and competitive protein portfolio to support overall sales growth._ Support department to achieve company goals ... support positive local supplier relationships. **RESPONSIBILITIES:** + Execute Category Management and other initiatives within assigned categories + Responsible for… more
- M&T Bank (Baltimore, MD)
- …partnership and with continuous training and support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment ... **Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten...classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on two… more
- PNC (Potomac, MD)
- …contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Potomac, MD. PNC will not provide ... acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements… more