- Cardinal Health (Salem, OR)
- …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
- JPMorgan Chase (Salem, OR)
- …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
- Edward Jones (West Linn, OR)
- …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
- Bank of America (Beaverton, OR)
- …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- Portland Metro Portland, Oregon;Vancouver, Washington;...industry or sales experience **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client… more
- UMB Bank (Salem, OR)
- …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
- City National Bank (Salem, OR)
- …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
- Capital One (Salem, OR)
- …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
- MacDonald-Miller (Portland, OR)
- …you should be motivated by: + The opportunity to build and own your own portfolio of customers. + Being a trusted advisor who helps customers improve comfort, ... you'll have the opportunity to develop and grow your own customer portfolio , leveraging MacMiller's strong brand reputation and full-service capabilities to open… more
- JPMorgan Chase (Portland, OR)
- …managing team workflow, mentoring team members, acting as a liaison between management and the Advisor 's team, and identifying new business opportunities. ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a… more
- JPMorgan Chase (Portland, OR)
- …and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management , compliance and various other business units throughout ... you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- Hilton (Salem, OR)
- …be part of the broader Commercial Services organization collaborating with revenue management , sales, and analytics, the core of Hilton's commercial engine, to ... expertise, data\-driven execution, and hotel partnership together\. You'll manage a portfolio of hotels, improve paid media strategies, and ensure engagement in… more
- Coldstream Wealth Management (Portland, OR)
- …other. Arnerich Massena was founded in 1991 and specialized in providing portfolio management , investment advisory, and family office services for high-net-worth ... our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.… more
- Otsuka America Pharmaceutical Inc. (Salem, OR)
- …of US market access strategies and corresponding marketing materials for Otsuka's CNS portfolio of medicines in the United States. This individual will lead the ... evolution of the brand/ portfolio value proposition to US payer and channel customers....and customer relevant campaigns + Recognized as a key advisor and thought partner for US access strategy and… more
- Anywhere Real Estate (Portland, OR)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- KeyBank (Portland, OR)
- …credit approval, required documentation is executed, and booked accurately. + Takes risk management ownership of existing loan portfolio and works with team to ... financing, permanent mortgages, tax credit equity, and deposit and cash management services targeting affordable housing and community development owners, acquirers… more
- Oracle (Salem, OR)
- …process from requirement intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, ... OCI (SaaS, IaaS, PaaS). Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...for the department or function in collaboration with senior management . + Drive the deployment of Customers workloads to… more
- SHI (Salem, OR)
- …TCS, Wipro, and HCL to influence global IT spend and drive SHI's solutions portfolio . + Develop and execute account plans aligned with SHI's global sales strategy ... and GSI objectives. **Pipeline & Opportunity Management :** + Build and manage a robust pipeline of opportunities through proactive outreach, networking, and… more
- KeyBank (Beaverton, OR)
- …BRIEF (PURPOSE)** The Business Banking Mission is to be our client's trusted advisor by providing financial solutions that help our clients grow profitably. Partners ... clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to...and enrich the client experience. Working as the trust advisor , positions the client relationship for deeper cross-sales by… more
- Coldstream Wealth Management (Portland, OR)
- …from. Arnerich Massena was founded in 1991 and specialized in providing portfolio management , investment advisory, and family office services for high-net-worth ... a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a...and growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple… more
- Oracle (Salem, OR)
- …process from requirement intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, ... under OCI (SaaS, IaaS, PaaS). Act as a trusted advisor and liaison between Customer and Oracle implementation, Support...for the department or function in collaboration with senior management . + Drive the deployment of Customers workloads to… more