7 wealth management client relationship manager jobs found

Position Description & Qualifications Looking for an opportunity at a place you can have influence every day? Then Serco has the right opportunity for you! As the Submarine Configuration Management Specialist, you will provide programmatic support to one of our NAVSEA customers in the Washington, DC area. Bring your expertise and collaborative skills to make an impact towards our military defense and safety of our sailors. Serco supports the US Navy as a subcontractor for their Team Submarine contract supporting the acquisition of submarines. The Team Submarine concept unifies once diverse submarine-related activities into a single submarine-centric organization with the goal of eliminating traditional stovepipe structures and processes that created impediments and inefficiencies in the submarine research, development, acquisition, and maintenance communities. Team Submarine provides improved communication among the various offices that contribute to the overall...

Lead Relationship Management - (Remote-Eligible) Responsible for building and maintaining a portfolio of key relationships with external and internal account stakeholders to drive business growth. Works cross functionally to meet business objectives such as new revenue generation, capability deployment, or marketing program development. Actively manages and escalates risk and customer-impacting complaints or issues within the day-to-day role to management. Responsibilities *: * Strategically partner internally and externally to identify new or additional business opportunities within existing high value accounts; maintain and grow relationships to attain new business opportunities and improve client experience. Ensure that risk is being mitigated as needed throughout the portfolio. Proactively address client inquiries and problem solve to resolve opportunities or issues. Negotiate contracts while ensuring compliance with new processes and business...

Lead Relationship Management (Remote-Eligible) Responsible for building and maintaining a portfolio of key relationships with external and internal account stakeholders to drive business growth. Works cross functionally to meet business objectives such as new revenue generation, capability deployment, or marketing program development. Actively manages and escalates risk and customer-impacting complaints or issues within the day-to-day role to management. Responsibilities *: * Strategically partner internally and externally to identify new or additional business opportunities within existing high value accounts; maintain and grow relationships to attain new business opportunities and improve client experience. Ensure that risk is being mitigated as needed throughout the portfolio. Proactively address client inquiries and problem solve to resolve opportunities or issues. Negotiate contracts agreements while ensuring compliance with new processes and...

Job Description This senior director position is responsible for an increasingly diverse portfolio based upon complexity of the customers, solutions, and dollar value of the portfolio. Directs business operations and resources of a given portfolio, which can be defined by industry, service line, technology center, specialty area or region. Responsibilities include people management, project oversight, and sales enablement. Responsibilities Accountable for fulfilling business goals, meeting budgets, maintaining project/portfolio profitability while ensuring quality of project delivery and customer referenceability. Responsible for creating operational policies in support of strategic objectives. Oversees solutions and estimates in support of the sales process. Responsible for cultivating Oracle cross-functional communications through the creation and maintenance of strategic relationships with management in other lines of business including Product Development, Product...

The Regional Vice President (RVP), Account Management is a senior sales leader responsible for developing and executing the Account Management strategy across a large regional portfolio of Mid-Market and Enterprise clients. You will lead, inspire, and scale a high-performing team of Account Management leaders and Account Managers focused on customer retention, renewals, and incremental revenue growth. This role requires a seasoned executive who brings strong commercial acumen, operational rigor, and a passion for developing talent. You will partner closely with senior leadership across Sales, Customer Success, Product, and Professional Services to ensure customers realize the full value of Cornerstone's solutions and remain long-term strategic partners. In This Role, You Will... Strategic Leadership & Execution Own the regional Account Management strategy, defining the vision, operating model, priorities, and performance standards for the team....

Job Title Director, Category Management Job Description Summary We are seeking a highly knowledgeable and experienced Director, Category Management to lead our Facilities Category Management team. This is a senior enterprise leader role in the Procurement organization globally and will report to VP, Category Management, The ideal candidate will possess deep expertise in procurement of Integrated Facilities Management (IFM) services and products such as janitorial, HVAC, landscaping & fleet management services along with maintenance, repair & operations (MRO) supplies. The Director will have deep knowledge including pricing strategies (to ensure cost-effective solutions without compromising quality) and knowledge of industry best practices and emerging trends to continuously improve delivery to C&W’s clients. This role involves providing guidance and strategy to a team of Category Managers to develop and execute category strategies across IFM scope, incl....

At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. Job Posting Title Director, Account Management - Remote Job Description The Director of Account Management is responsible for providing strategic and operational leadership to a team of account executives and is accountable for the satisfaction and retention of assigned employer/Administrative Services Only (ASO) clients. This position collaborates across functions to ensure strategic alignment and execution of Prime, the health plan, and the assigned employer groups priorities. Responsibilities Provide strategic and operational leadership to the account executive function; serve as point of escalation and accountable leader for issue resolution across employer groups Establish processes and tracking methodologies to monitor...