- Cardinal Health (Atlanta, GA)
- …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
- SAP (Atlanta, GA)
- …and a team that wants you to grow and succeed. The Business Transformation Management (BTM) Strategic Solution Advisor will focus on expanding SAP Signavio, SAP ... key enabler for business transformation and value realization. The BTM Strategic Solution Advisor should be able to deliver the end-to-end value message of the… more
- Truist (Atlanta, GA)
- …including relationship management , cross-functional partners, and Credit Risk Management . Oversees sound portfolio management activities. Provides ... America) **Please review the following job description:** The Wealth Credit Portfolio Manager is responsible for underwriting loan transactions, including completing… more
- Sedgwick (Atlanta, GA)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Project Management Advisor **PRIMARY PURPOSE OF THE ROLE** : Manages software development ... using appropriate verification/approval techniques + Performs issue and risk management and escalates to management as needed...are current in Change Point and in CFA Project Portfolio SharePoint site. + Ensure all projects are properly… more
- Regions Bank (Atlanta, GA)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the ... a broad range of wealth products and services including financial planning, asset management , personal trust and estate planning, insurance and risk management … more
- Truist (Atlanta, GA)
- …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 (Peachtree City, GA)
- … 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 **_Weekly Schedule: Monday thru Friday, with rotating Saturdays… more
- Bank of America (Atlanta, GA)
- … 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
- Truist (Atlanta, GA)
- … experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...and client management experience in the Wealth Management and demonstrated ability to manage a portfolio… more
- SAP (Atlanta, GA)
- …benefits, and a team that wants you to grow and succeed. **Senior Solution Advisor - SAP Finance, BRIM or CPQ Domain Expert** **Location:** This position can be ... a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to join our innovative… more
- UMB Bank (Atlanta, GA)
- …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
- Truist (Atlanta, GA)
- …of Wealth trust accounts including personal trusts, special needs trusts, investment management , custodial and guardianship accounts. Manages a portfolio of ... Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet… more
- SAP (Atlanta, GA)
- …you to grow and succeed. **YOUR FUTURE ROLE** Within SAP BTM s Value Management Team you will be responsible for defining and driving strategic and value-based ... you will further act as trusted value and transformation advisor during the whole customer value journey for assigned...SAP by implementing a pragmatic, data-driven, and outcomes-focused value management approach. To thrive in this role, you are… more
- Equitable (Atlanta, GA)
- …Engagement** : Build and nurture client relationships through networking events and portfolio management , ensure consistent communication and progress tracking + ... Entry Level - Financial Advisor - Atlanta, GA (5143) ( 240000MM )...: access to Leadership Development School for those with management ambition + **Professional Growth** : encouragement to pursue… more
- Navy Federal Credit Union (Atlanta, GA)
- …Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve the members' ... for managing an established book of business, including growing the portfolio , developing and maintaining relationships and increasing member engagement both… more
- Leap (Atlanta, GA)
- …will have the unique opportunity to support other brands in our portfolio through new store openings, activations, and coverage needs. Familiarity with emerging ... Promoter Scores (NPS), fostering lasting relationships and loyalty. + Task Management : Demonstrate efficiency and reliability in completing tasks accurately and on… more
- WTW (Atlanta, GA)
- …and to adapt the solution to reflect geographical nuances. **Lead Relationship Management (20%) (Optional - other goals will be adjusted appropriately)** + Work ... opportunities + Increase number of businesses and/or geographies across the portfolio + Emphasis on leveraging integrated solution IC and positioning **Deployment… more
- Bank of America (Atlanta, GA)
- Wealth Management Specialist Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/Wealth- Management -Specialist\_25048198) **Job Description:** Merrill Wealth Management is… more
- CBRE (Atlanta, GA)
- …acumen, and the ability to influence cross-functional teams. The Meta Asset Management Analyst serves as a trusted advisor , delivering actionable insights ... Asset Management Analyst, Meta Account Job ID 251281 Posted...analyzing asset performance and value creation within a dynamic portfolio . This position is part of the Meta account… more
- Capital One (Atlanta, GA)
- Treasury Management Consultant III, Specialized Industries This role is centered on generating new and expanding existing full-service treasury management ... indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for both new...One's brand in the marketplace. Seen as a trusted advisor , the TMCs will work closely with commercial clients… more