- Bank of America (Greenville, SC)
- …Advisor -Development-Program Financial-Solutions- Advisor -Trainee--Centralized Greenville--SC-Merrill-Office\_25049042) **Job ... Advisor Development Program - Financial Solutions Advisor...Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- JPMorgan Chase (Spartanburg, SC)
- …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
- Sedgwick (Charleston, SC)
- …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
- Truist (Charleston, SC)
- …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
- UMB Bank (Columbia, SC)
- …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
- Cardinal Health (Columbia, SC)
- …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
- PNC (Charleston, SC)
- …, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management , Products and Services, Value Selling **Work ... and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Asset Management Private Bank organization, you will be… more
- TD Bank (Bluffton, SC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the… more
- TD Bank (Greenville, SC)
- …professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, with deep industry, external/internal, ... assessment process to develop the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of specialization; reports on… more
- Concentrix (Columbia, SC)
- …"Job Details **Executive Director- Business Development** Other Account Management Location United States Of America Language English Apply ... featuring SMEs from multiple practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through to close plan. -… more
- City National Bank (Columbia, SC)
- …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 (Columbia, SC)
- …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
- Bank of America (Greenville, SC)
- …+ 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector + ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating...Management of an extensive portfolio of clients… more
- Brink's (Columbia, SC)
- …Company (NYSE:BCO) is a leading global provider of cash and valuables management , digital retail solutions, and ATM managed services. Our customers include financial ... at our largest financial institution clients, serving as a trusted collaborator and advisor to key decision-makers. By leveraging knowledge of the Brink's solution … more
- Fifth Third Bank, NA (Charleston, SC)
- …Center and Central Credit Utility) on credit requests and adhere to established Portfolio Management guidelines. + Achieve credit standards and metrics in regard ... both personal and business needs. Serve as a trusted advisor for these businesses; collaborate with a team of...all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management… more
- Hilton (Columbia, SC)
- …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
- Otsuka America Pharmaceutical Inc. (Columbia, SC)
- …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
- Oracle (Columbia, SC)
- …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
- Red Hat (Columbia, SC)
- …Platform (AAP)** . In this customer-facing role, you will act as a trusted advisor to some of the largest banks, insurance companies, and capital markets firms ... collections + Serve as the primary technical point of contact and trusted advisor on automation strategy for assigned accounts + Conduct scoping / pre-sales calls,… more
- Merck (Columbia, SC)
- …our unconditional commitment to healthier animals by acting as coach, leader, and advisor to our internal and external customers. We, in turn, provide our ... the value and benefits of our company Animal Health portfolio through: + Preparation and delivery of technical lectures...in the animal health industry or equivalent leadership and/or management experience. + Ability to take complex issues and… more