- Bank of America Corporation (Manchester, NH)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development ... while minimizing regulatory, financial, operational, and reputational risks.The Market Client Relationship Manager (MCRM) is a direct...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- Willis Towers Watson (Boston, MA)
- …-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all ... standardize the solution, and to adapt the solution to reflect geographical nuances.Lead Relationship Management (20%) Annual growth in LRM client portfolio Work… more
- Truist Financial (Boston, MA)
- …shift (United States of America)Please review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth ... wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service...working complex credit deals and/or in tandem with a senior credit advisor .* Advanced and proven working… more
- Bank of America Corporation (Newton, MA)
- …needsManages aspects of the client relationship process, including client onboarding and resolving escalationsAssists the Financial Advisor team and/or ... to the team and monitoring and reporting on client satisfactionAttends client review meetings to assist with relationship deepening conversationsExecutes on… more
- Citizens Financial Group, Inc (Boston, MA)
- Description Senior Treasury Relationship Manager supporting large corporate and middle market clients in our Commercial Real Estate vertical. This position leads ... Achieve annual goals through new business development and growth of existing client portfolio. Partner with Relationship Managers to position Treasury Services… more
- Ameriprise Financial, Inc (Boston, MA)
- The Relationship Manager, DCIO will oversee the individual account coverage of mostly small and mid-market firms. Coordinate internal and external efforts to drive ... products through third-party retirement recordkeeping platforms, insurance companies, DC advisor aggregator firms, and pension consultants.Key ResponsibilitiesWork directly with… more
- Deloitte (Boston, MA)
- Advisory Senior Manager - SAP Treasury Our delivery of services focuses on treasury and risk management strategies, treasury transformations and treasury technology ... a cross-functional team and will be responsible for project management and client facing tasks and project-related deliverables, solutioning challenges with the … more
- Deloitte (Boston, MA)
- …technology advisory services to our clients.Playing a key role in client communication, relationship development and retentionEnsuring products/deliverables meet ... looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth… more
- BDO USA, LLP (Sudbury, MA)
- …and Senior Associates and provide review comments Act as a Career Advisor to Associates and Senior Associates Schedule and manage workload of Associates ... and present presentations to clients and potential clients Possess client development/ relationship -building skills Possess solid decision-making skills Ability… more
- Deloitte (Boston, MA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Senior on our growing team!What You'll DoAs a Tax...work papers, allocations, and tax filingsCoordinating and communicating with client contacts as required to gather information to complete… more
- BDO USA, LLP (Boston, MA)
- …and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates ... clients even after the work is complete to ensure quality service and maintain a relationship for future work Resolves client service issues in a timely and… more
- Deloitte (Boston, MA)
- …with executive clients and sponsors and build a trusted advisor relationship .Delivery: Manage and deliver components of client engagements that identify, ... Flexible Consumption Revenue Recognition Implementation Senior ConsultantCustomer & Marketing is creating a new model for a new age-we're an agency and a… more
- Accenture (Boston, MA)
- …optimize procurement efficiency, sourcing effectiveness, supplier collaboration, and related processes. Client Engagement:Serve as the primary advisor and trusted ... www.accenture.com. You Are: We are seeking a highly skilled and strategic Senior Solution Architect specializing in Oracle Cloud ERP Procurement and Sourcing. This… more
- Gartner (Boston, MA)
- … relationship activitiesResponsible for detailed understanding of large account client business strategy, drivers, goals and initiatives and translating these ... About the role:This Client Executive role is responsible for setting strategy...maintain executive relationships with clients to become the trusted advisor Account management with outcome of increased customer satisfaction… more
- Fidelity Investments (Boston, MA)
- Job Description:The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment ... construction process and in asset class initiatives. This is not a client facing role.Qualifications5-10 years of investment experience with a track record of… more
- Fidelity Investments Inc. (Boston, MA)
- …in a distributed, matrixed, or otherwise complex organizational structure.* Prior Financial Advisor experience in a client -facing capacity.* A Bachelor's Degree ... Job Description:The RoleWorkplace Investing is seeking a senior executive and seasoned marketer to lead B2B2C Marketing, Thought Leadership, Customer… more
- Ameriprise Financial, Inc (Boston, MA)
- …channel experiences, in partnership with the VP, Digital Experience, to drive prospect/ client engagement and relationship deepening. This includes leveraging the ... The Vice President, Consumer Marketing and Content Strategy is a senior member of the Brand, Marketing and Digital Experience leadership team reporting to the … more
- Accenture (Boston, MA)
- …landscape.The Work:As part of the Strategy Life Sciences team, you will be a heavily client facing thought leader in the space of R&D. You will help shape and ... edge thinking and C Suite relevant R&D perspectives to senior executives in the industry and originate opportunities to...to help sustain Accenture's profile as a long-term trusted advisor and partner. Mentorship will include junior members of… more
- Bank of America Corporation (Waltham, MA)
- …through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies… more
- Tempus (Boston, MA)
- …Sciences team. This role will focus on creating and expanding our global client relationship with some of the world's leading biopharmaceutical organizations. We ... maintain executive relationships & drive an executive engagement plan utilizing Tempus senior leadership team. Become an expert in the partner's strategy, pipeline… more
