- MUFG (New York, NY)
- …day. A member of our recruitment team will provide more details. **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point… more
- The Cigna Group (Morris Plains, NJ)
- **POSITION SUMMARY** The Medicaid/Marketplace Client Strategy Senior Advisor serves as the primary contact for Medicaid/Marketplace strategic initiatives and ... a contact for Medicaid/Marketplace strategic initiatives and market development. The Medicaid/Marketplace Client Strategy Senior Advisor plays a critical… more
- M&T Bank (Norwalk, CT)
- … relationship planning process for clients **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the ... meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- The Cigna Group (Jersey City, NJ)
- **B2B Growth Marketing Senior Advisor - Pharmacy Benefits Management (PBM) - Hybrid** **JOB DESCRIPTION** The job profile for this position is Segment Marketing ... Senior Advisor , which is a Band 4...and Centers of Excellence (including Brand, Marketing Insights, Customer Relationship Management (CRM), Marketing Operations and Communications). In addition,… more
- JPMorgan Chase (New York, NY)
- …sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's ... years in the Defined Contribution market, Institutional Investment Management sales, relationship management and client coverage + Expertise in record-keeping… more
- The Cigna Group (Morris Plains, NJ)
- …+ Demonstrate thought leadership + Championing and Advocating Strategic Initiatives + Relationship Management + Client Support + Executive Presence + Ability ... Coverage, Express Scripts Medicare Programs and Products and CMS Regulations. This client -facing position will collaborate with our health plan account teams and… more
- Bank of America (New York, NY)
- Business Banking Relationship Manager/ Senior Relationship Manager - New York, New York New York, New York **Job Description:** At Bank of America, we are ... Experience Branding + Client Management + Client Solutions Advisory + Relationship Building +...+ Risk Management This position is posted as a Senior Relationship Manager but is flexible and… more
- JPMorgan Chase (New York, NY)
- …financial advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you. As a Business ... Relationship Manager (BRM) Senior Government Not-for-Profit in...multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive… more
- Bank of America (New York, NY)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development ... Merrill Market Client Relationship Manager New York, New...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- City National Bank (New York, NY)
- ** RELATIONSHIP MANAGER SENIOR ** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client...Act, Fair Lending Practices, Code of Conduct, etc.). + Client Centricity & Relationship Management - to… more
- WTW (New York, NY)
- …-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all ... Relationship Management (20%)** + Annual growth in LRM client portfolio + Work with assigned client ... + Expertise in working and building relationships with senior stakeholders in large, complex organizations, including demonstration of… more
- Truist (New York, NY)
- …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… more
- The Cigna Group (Franklin Lakes, NJ)
- …The Program Management Advisor works closely with the Program Management Senior Manager to provide financial rebate modeling support to assigned clients. Under ... implements financial and business processes to support and enhance the client formulary rebate optimization. Position will have responsibilities related to rebate… more
- JPMorgan Chase (New York, NY)
- …and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Training Program, ... will be joining a collaborative and supportive team committed to building client relationships and making meaningful contributions to our business with customized… more
- Raymond James Financial, Inc. (Newark, NJ)
- …markets, products and industry regulations. * Trading terminology. **Skill in** * Client Relationship Management (CRM) software, or similar contact management ... **Description** **Overview** + Senior Registered Client Service Associate with...* May participate in live meetings with the Financial Advisor and their respective client (s). * Manages… more
- Cline Davis & Mann (New York, NY)
- …and 5) participation in new business activity. **Primary Job Responsibilities:** ** Client Relationship Management** + Establish and build strong working ... - and we'll help you make it happen. **Title** : Senior Vice President, Director of Client Services...clients and agency teams + Anticipate and address potential client relationship or revenue issues, advising agency… more
- MediaRadar (New York, NY)
- …the most from every sale. Join our team in the New York City office as a Senior Client Partner. where you will play a crucial role in overseeing the end-to-end ... strategy with Fortune 50 Enterprise level customers + Experience establishing and growing senior and executive level client relationships (CMO, CEO, SVP, etc.)… more
- Bank of America (New York, NY)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... and reporting on client satisfaction + Attends client review meetings to assist with relationship ...escalations + Assists the Financial Advisor team and/or Senior Business Managers in… more
- TD Bank (New York, NY)
- …/ relationship management / distribution teams responsible for the client and Advisor relationships respectively to identify opportunities and support ... role. **Line of Business:** EPOCH LLC **Job Description:** The Client Portfolio Manager (CPM) Analyst will act as a...will manage the information flow between the Sales and Relationship Management Team and the Investment Team, addressing many… more