• Portfolio Management Advisor

    Cardinal Health (Oklahoma City, OK)
    …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
    Cardinal Health (12/16/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Oklahoma City, OK)
    …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
    JPMorgan Chase (12/12/25)
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  • Associate Financial Advisor

    Edward Jones (Tulsa, OK)
    …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...environment + Attention to detail, strong organizational and time management skills **Can you see yourself ** + Providing… more
    Edward Jones (12/17/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (Tulsa, OK)
    …relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within ... Financial Solutions Advisor Registration Candidate - Hunter Park Tulsa, Oklahoma...industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client… more
    Bank of America (12/04/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (Tulsa, OK)
    …relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within ... Financial Solutions Advisor Registration Candidate - Oklahoma Market Broken Arrow,...industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client… more
    Bank of America (09/19/25)
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  • Retirement Client Advisor

    UMB Bank (Oklahoma City, OK)
    …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
    UMB Bank (11/21/25)
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  • Executive Director- Business Development

    Concentrix (Oklahoma City, OK)
    …"Job Details **Executive Director- Business Development** Other Account Management Location United States Of America Language English Apply ... featuring SMEs from multiple practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through to close plan. -… more
    Concentrix (12/10/25)
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  • Investment Consultant

    City National Bank (Oklahoma City, OK)
    …and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and ... new business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset… more
    City National Bank (11/23/25)
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  • Strategic Customer Development Manager, Northern…

    Capital One (Oklahoma City, OK)
    …their business, their small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits received from Capital One. ... of contact at Capital One. **Responsibilities:** + Manage a portfolio of clients with key focus on retention, growth...clients with key focus on retention, growth and risk management + Analyze the company's total business spend to… more
    Capital One (11/19/25)
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  • Commercial Banking Relationship Manager

    Commerce Bank (Oklahoma City, OK)
    …prospects with the objective to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ... job is to be involved in both the comprehensive management of existing commercial relationships as well as soliciting...of products and services + Critically review and analyze portfolio to reduce risk and enhance profitability + Facilitate… more
    Commerce Bank (10/23/25)
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