- Citizens (Warwick, RI)
- …continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you ... a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and… more
- Nuveen Investments (Providence, RI)
- …Work **Career Level** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client -facing, investment manager ... Portfolio Manager The TIAA Private Asset Management...Certification + University Degree \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship … more
- South Middlesex Opportunity Council (Framingham, MA)
- …have valid driver's license, reliable transportation and meet insurance standards. Organizational Relationship : + Directly reports to Program Manager . + Direct ... services. Perform home visits. Provide coordinated housing search of private market rate housing as well as various subsidized...of shelter. As stabilization caseloads vary, the Stabilization Case Manager may work as a Housing Search Specialist as… more
- WuXi AppTec (Natick, MA)
- …increase performance for WuXi TIDES goals. + Documents information in Client Relationship Management (CRM) including contacts, pre-screened/qualified leads, and ... existing clients via email, phone, and web-conferencing systems. Travel to local client meetings where possible. + Participates in tradeshows to raise the profile… more
- WuXi AppTec (Natick, MA)
- …and drive personal and team goals. + Document information in Client Relationship Management (CRM) including contacts, pre-screened/qualified leads, and ... regulatory influence, mergers and acquisitions, in-out licensing of products/technologies, government/ private grants and contacts, new drug development and approvals,… more
- South Middlesex Opportunity Council (Framingham, MA)
- …capacity and inclination to support the agency's mission. + Serve as the primary relationship manager for a personal portfolio of 50-150 top prospects and ... a blend of leadership acumen, strategic thinking, and hands-on relationship building to cultivate significant financial support from individuals, corporations,… more