- Cardinal Health (Annapolis, MD)
- …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 (Mitchellville, MD)
- …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
- Truist (College Park, MD)
- …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 (Mechanicsville, MD)
- … 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
- Edward Jones (Salisbury, MD)
- …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
- Guidehouse (Hanover, MD)
- …with client's mission space + Provide recommendations for project development level portfolio management and oversight as required + Provide recommendations or ... and lifecycle cost strategies. As a program and technical advisor , you will be a critical member of project...subject matter expertise to programs with technical or program management expertise; and facilitate meetings as directed + Provide… more
- Humana (Annapolis, MD)
- …customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- UMB Bank (Annapolis, MD)
- …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
- T. Rowe Price (Owings Mills, MD)
- …to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions ... matter to you . Role Summary (Individual Investors Holistic Advisor ) T. Rowe Price is a recognized leader in...T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can… more
- Bank of America (Germantown, MD)
- … Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive ... Financial Solutions Advisor Registration Candidate- Financial Center Seneca meadows Germantown,...Presence + Oral Communications + Risk Management + Trading **Minimum Education Requirement:** High School Diploma… more
- Sysco (Pocomoke City, MD)
- …with cross -functional teams to build a strategic and competitive protein portfolio to support overall sales growth._ Support department to achieve company goals ... support positive local supplier relationships. **RESPONSIBILITIES:** + Execute Category Management and other initiatives within assigned categories + Responsible for… more
- Wolters Kluwer (Hagerstown, MD)
- …services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers ... here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq) **What We Offer: ** The **Senior Content Management Analyst - Tax Compliance** role offers growth potential… more
- M&T Bank (Baltimore, MD)
- …partnership and with continuous training and support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment ... **Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten...classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on two… more
- PNC (Potomac, MD)
- …contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Potomac, MD. PNC will not provide ... acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements… more
- Bank of America (Towson, MD)
- … + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Towson/Relationship-Manager EGP\_25047659) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- City National Bank (Annapolis, MD)
- …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 (Annapolis, MD)
- …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
- Wolters Kluwer (Hagerstown, MD)
- …across the Wolters Kluwer Health's Clinical Decision Support & Provider Solutions (CDSP) product portfolio . They serve as a trusted advisor for our largest and ... assigned team members' efforts, prioritizing efforts and resources for assigned customer portfolio . + **Ongoing Utilization Management ** + Oversee and analyze… more
- The Cigna Group (Baltimore, MD)
- …specialty products, and offer creative, proactive solutions to meet their needs. + Portfolio Management : Drive growth, earnings and retention across your client ... to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them...portfolio , meeting targets for both new business and renewals.… more
- Hilton (Annapolis, MD)
- …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