- Guidehouse (Baltimore, MD)
- … financial management modernization + Provide technical oversight as part of PMO team helping client modernize legacy financial management systems to a ... **What You Will Do** **:** We are seeking a financial management functional lead / architect to...to provide technical leadership as part of our PMO team that is helping our client develop… more
- CBRE (Charlotte, NC)
- Client Cultivation & Sales Leader - US...and other client -facing meetings and materials. + Lead personal and team performance against a defined ... growth within the defense sector. The selected candidate will lead the sales strategy, client cultivation and...resources. This role will own the design, processes, and team that develops a clear client value… more
- AON (Norwalk, CT)
- … relationship management + Financial results management and forecasting for Aon's client team + Project planning and forecasting for client teams ... Aon is looking for a Defined Benefit, Client Service Leader - Norwalk, CT... Financial results management and forecasting for Aon's client team + Project planning and forecasting… more
- Compass Group, North America (Atlanta, GA)
- …impact within Compass Group. As a Client Relations Leader , you will lead a national team of Client Relations Directors, ensuring 100% account ... Leader - VP Operations Are you ready to lead with ambition and drive outstanding client ...an outstanding opportunity for a Client Relations Leader to join our team and make… more
- Citizens (Melville, NY)
- …management support. As a Private Client Market Leader (PCML), you will lead , coach, and develop a team of licensed Private Client Relationship ... its clients. Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial planning... team on consistent execution of our defined client engagement process and lead your … more
- JPMorgan Chase (San Diego County, CA)
- …to create possible solutions to meet goals + Establish strong relationships with the client 's financial team of advisors (Centers of Influence) + Schedule ... Advisors, you will be a vital member of the Financial Advisor's team . You will work in...lead and implement the strategy to effectively uncover client 's ideal financial goals. Support the overall… more
- CDM Smith (Concord, CA)
- …Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for water and ... business development activities. * Being responsible of the overall financial performance of projects within a client ...Smith's training program to reinforce core competencies of the client service leader position and obtain requisite… more
- CDM Smith (Boston, MA)
- …CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal ... business development activities. * Being responsible of the overall financial performance of projects within a client ...Smith's training program to reinforce core competencies of the client service leader position and obtain requisite… more
- Morgan Stanley (Alpharetta, GA)
- …internal and external teams to ensure successful Compliance audits * Interface with client contacts, financial advisor team , service center, and internal ... Morgan Stanley is a leading global financial services firm providing a wide range of...including corporations, governments, institutions and individuals. As a market leader , the talent and passion of our people is… more
- WTW (Grand Rapids, MI)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management ... health and benefits business acumen as well as your financial , project management and client relationship skills...carrier information, summary plan descriptions and certificates + Supporting client service team leader in… more
- Zions Bancorporation (Salt Lake City, UT)
- …are endless. You bring the talent; we bring the opportunity. The Wealth Management Client Success Leader is responsible for managing the overall client ... efficient. While this role primarily provides back-office support, the Client Success Leader plays a key role...field + 8 years + Experience in wealth management, financial services, marketing, communications or a client … more
- Truist (Charlotte, NC)
- …job description:** Manage, lead and train a minimum of ten Commercial Client Specialists (CCS) as direct reports, and provide support to the CSSL and Regional ... support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding,… more
- Compass Group, North America (Boston, MA)
- …leadership, Catering & Event Management, Team Management & Development, client relations, financial management, Safety & Compliance, Menu & Program ... do and they love sharing their passion. Join our team and see the FLIK difference. Where a job...financial goals, streamline workflow, and improve productivity. + Lead the planning and execution of catering services for… more
- Prolifics (Nashville, TN)
- **Overview** ** Client Success Leader ** At Prolifics, we help businesses worldwide leverage digital technology to innovate, compete, and stay agile. For over 40 ... 1000 companies in industries like finance, healthcare, and retail. Now, we're looking for a ** Client Success Leader ** to drive value for both our clients and our… more
- JPMorgan Chase (Irvine, CA)
- …who own our Client 's Treasury Product Onboarding experience end to end! As a Client Onboarding Team Lead within the Commercial Bank, you will be ... Lead a team of five (5) to...responsible for leading and managing an experienced onboarding team that implements Treasury Products and Services. Client … more
- Capgemini (Warren, NJ)
- …reviews, in collaboration with the account team | Understanding of client business ** Financial Management:** | Management and control of all operational ... internal teams ** Client Management:** | Development of client intimacy with key operational team members...with a consistent record in cost performance, delivery, and client management | Ability to plan and lead… more
- Insight Global (Orlando, FL)
- …of Insight Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing Team . This team sits ... lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all...-Bachelors Degree -3-5 years of experience in AIS or financial services - Experience working in back office operations… more
- Banc of California (Santa Ana, CA)
- …a variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Care Team Lead serves as the bridge between management and ... to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable...3 years of customer service experience required. Supervisory or team lead experience of 1-3 years is… more
- Citigroup (New York, NY)
- The Integrated Client Engagement (ICE) Team 's mission is to drive measurable commercial outcomes, by leveraging Citi's iconic global brand and deep client ... thought leader for the newly created organization. **Responsibilities:** + Lead the strategic initiative to revise, update, implement and maintain new revenue… more
- JPMorgan Chase (Chicago, IL)
- …maintaining, and building client relationships, working in a team -oriented environment with Financial Advisors, Sales Associates, Product Management, ... customize solutions tailored to clients' specific needs. As a Client Service Associate Lead within JP Morgan...opportunity to become a Subject Matter Expert within the team , manage Client Service Associates' daily workload,… more
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