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The client CTO will be responsible for developing and executing robust strategy primarily focused on client relationship, contract management and scaling our business and portfolio footprint in existing clients and support new business.
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Act as a Retirement Services technical resource for other Relationship Managers for certain administrative, leadership or management functions as assigned by the Relationship Team Manager.
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The HR Tech Sales and Service Account Consultant is a key member of the HR Tech Support team under the Group Benefits Sales & Relationship Management organization, reporting to the Director of Technology Partnerships.
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Utilize various Customer Relationship Management (CRM), Applicant Tracking System (ATS), and sales/staffing tools like Salesforce, TargetRecruit, LinkedIn Sales Navigator, ZoomInfo, Bloomberg Government, Dice, Monster, to generate a pipeline and territory, set meetings with prospective clients, negotiating prices and services, and more.
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Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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Certified Investment Management Analyst (CIMA) (preferred) The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs.
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Structures equipment finance transactions ranging from $2MM - $15MM to meet tax, accounting, or asset management demands of client. Works directly with Senior Management and internal partners in Bank Operations, Credit Management, and Legal throughout the process.
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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 technology solutions.
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The Project Director is responsible for managing and delivering all aspects of one or more mega ($5M+) and/or super mega ($25M+) projects including contracting, project controls, quality, risk and change management.
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Management of Direct and / or Indirect categories, including Supplier Relationship Management, Strategic Sourcing and Category Management, under the Procurement and Total Cost of Ownership organization.
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The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME.
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Reporting Relationship: The Credentialing and Training Manager reports to the Director of Human Resources for all of the duties and responsibilities listed below and for other duties that the Director of Human Resources may assign.
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Have previous work experience selling paint and paint related products Have work experience using timekeeping and/or customer relationship management ("CRM") systems Willingness to relocate for future job opportunities Ability to read, write, comprehend, and communicate in more than one language Ability to read, write, comprehend, and communicate in Spanish.
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Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.
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Description :The Commercial Sales Associate II provides ongoing Commercial Customer service documentation and loan system support as the Relationship Teams liaison on assigned accounts. Manage and assist with processing covenant compliance for Credit Management approval.
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management relationship jobs in Plymouth Meeting, PA
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