- PNC (Atlanta, GA)
- …and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located in a ... and technology teams to deliver capabilities that improve the client and advisor 's digital experience ...has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected… more
- Deloitte (Atlanta, GA)
- …participation in one or more practice initiatives + Connect with your support network ( Manager , Coach and On Boarding Advisor ) on a monthly basis The Ideal ... Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing...and financial processes, both to individual projects and to client accounts. Recruiting for this role ends on March… more
- Truist (Atlanta, GA)
- …enable individuals with disabilities to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private ... deliver fiduciary advice directly to clients or to the client team, depending on segmentation. 2. Partners with ...of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review… more
- BrightLink (Atlanta, GA)
- … Client Support and Product Development departments) to improve the entire client experience . Primary Job Responsibilities + Drive client success ... on the Statement of Work (SOW) + Develop trusted advisor relationships with key accounts, client stakeholders...to identify and grow opportunities + Assist with challenging client requests or issue escalations as needed Experience… more
- Morgan Stanley (Alpharetta, GA)
- …and external teams to ensure successful Compliance audits * Interface with client contacts, financial advisor team, service center, and internal operations ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Success Manager * **Location:** *Georgia-Alpharetta* **Requisition ID:**… more
- Morgan Stanley (Alpharetta, GA)
- …Morgan Stanley institutional client participants and retail clients to enhance the client experience , assist in safeguarding client assets, and provide ... support to both new and existing clients and Financial Advisor teams. *Position Overview*: The * Client Service...servicing client accounts, to create an exceptional client experience in a fast-paced environment *… more
- Morgan Stanley (Atlanta, GA)
- … Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service ... appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Thrivent Financial (Atlanta, GA)
- …accelerates productivity and skill development. + Enhance the effectiveness of the client experience by regularly delivering ongoing feedback and coaching. + ... The Manager of Virtual Advice is responsible for leading...or equivalent experience . + Required: prior financial advisor experience and multiple years leading a… more
- Topcon Positioning Systems, Inc (Atlanta, GA)
- …a trusted advisor , offering solutions and recommendations aligned with the client 's business objectives. + Target new and existing accounts through JV projects, ... career opportunities go to www.topconcareers.com . **Summary** The National Account Manager , Strategic Partner will lead and grow relationships with Topcon's most… more
- Broadcom (Atlanta, GA)
- …Technical Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your technical, ... live in/near Florida or Georgia_ _ _ **TECHNICAL ADOPTION MANAGER ** The Elevator Pitch: Why will you enjoy this...your customer engagement, you will serve as a trusted advisor , and ensure best-in-class execution and recommend improvements in… more
- Trellix (Atlanta, GA)
- **_Job Title:_** Senior Customer Success Manager **About Trellix:** Trellix is a global company redefining the future of cybersecurity and soulful work. The ... architected security. More at https://trellix.com . **_Role Overview:_** The Principal Success Manager is a critical role to deliver Trellix's next phase of growth.… more
- Bank of America (Atlanta, GA)
- …financial services products **Desired Qualifications:** + Bachelor's degree or equivalent work experience + Market Supervision Manager experience , or ... Merrill Market Supervision Manager - Greater Atlanta Atlanta, Georgia **Job Description:**...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Deloitte (Atlanta, GA)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to...SAP Offering in a variety of ways, including: + Client Service: Advise clients on leading practices and technology/industry… more
- Deloitte (Atlanta, GA)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to... Experience leading pre-sales, proposal, and RFPs + Experience managing senior-level client relationships + … more
- Deloitte (Atlanta, GA)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to... Experience leading pre-sales, proposal, and RFPs + Experience managing senior-level client relationships. + Greenfield… more
- Deloitte (Atlanta, GA)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to... Experience leading pre-sales, proposal, and RFPs + Experience managing senior-level client relationships + … more
- Deloitte (Atlanta, GA)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to... Experience leading pre-sales, proposal, and RFPs + Experience managing senior-level client relationships + … more
- Deloitte (Atlanta, GA)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to... Experience leading pre-sales, proposal, and RFPs + Experience managing senior-level client relationships + Understanding… more
- Deloitte (Atlanta, GA)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to...SAP Offering in a variety of ways, including: + Client Service: Advise clients on leading practices and technology/industry… more
- IBM (Atlanta, GA)
- …Professional Expertise + Programming coursework or experience a plus. + Prior work experience in client sales or service. About Business UnitIBM has a global ... Introduction A Customer Success Manager (CSM) Architect intern role in IBM means...Using excellent communication, you'll articulate their compatibilities with a client 's stack via use-case identification, solution architecture design, and… more