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Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs. Business Banking, Business Development, Business Opportunities, Client Relationship Management, Customer Experience (CX), Lending, Portfolio Management.
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Experience in leading the management of a significant portfolio of multi-unit properties and significant number of overall units with high levels of client satisfaction. Partners with Asset Management to analyze options for re-financing to maximize property cash flow and resources for recapitalization, develop and execute corrective action plans for properties not meeting benchmarks, develop long-term financial plans for each property to support adequate capital planning, and assist Asset Management when needed as they manage lender relationships to ensure debt and regulatory issues are addressed appropriately.
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We serve clients in nearly all industries but focus on six key industries in which we have excellent depth and a history of achieving client success: Banking and Financial Institutions Development and Infrastructure Energy & Natural Resources Food Beverage & Agribusiness Healthcare Technology One of our greatest strengths is a friendly cooperative culture that values and appreciates each individual.
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Execute the end-to-end sales process, from initial client engagement and proposal development to closing the transaction and post-closing follow-up. 3+ years of experience in loan syndication sales, leveraged finance, or a related role within a financial institution or investment firm.
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JNBA Financial Advisors is searching for a Client Account Specialist (CAS) who shares our firm’s values and truly enjoys helping others. About JNBA Financial Advisors - Bloomington-based JNBA is an independent fee-only wealth management firm that has worked exclusively for clients for over 40 years.
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Responsibilities include client financial improvement, client relationship management and project management. The Project Director is responsible for the client relationship from the origination of the opportunity to the evaluation of the effectiveness of the completed body of work.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technologysolutions.
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Lead a team of management consultants in the development of client opportunities, RFP responses, and the successful delivery of consulting engagements in the rural broadband & telecom space. Provide strategic consulting services in the areas of corporate strategy, financial management, capital raising, business planning, etc.
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The Commercial Property Manager will work closely with the Management and Maintenance teams to ensure all daily operational, maintenance, administrative, financial responsibilities, client, tenant and community relations are managed according to Client’s property management standards.
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At Veracity Pros, we bring relief to the financial accounting, reporting, and compliance burdens and offer non-profit expertise at every level of client need. Oversee accounts payable process, preparation of client invoices, and periodic review of accounts receivable to identify collection issues.
$85,000 - $125,000 a yearPart-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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With practice area leadership, ensures the scope of work is completed to the satisfaction of the client and key stakeholders, while simultaneously ensuring that quality, financial, risk management, business and policy expectations are met.
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Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations.
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Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
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Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisor Financial, Financial Analyst, Analyst, Accounting, Advisor, Client Success.
$105,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Pharmacy Consulting SME provides pharmacy strategy, financial and clinical consulting for employers across all pharmacy solutions including the coalition product. This role leads meetings and speaks to our clients, in some cases running the pharmacy engagement, serving as client-facing SME, and articulating the results from projects and messaging key industry updates.
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client financial jobs in St Paul, MN
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