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PATH
- Washington, DC / Columbus, OH / New York, NY / 13 more...
Manage a globally distributed Proposal Budgeting and Pricing team, including hiring, training, motivating, coaching, and retaining team members. Coordinate with the Business Development and Program teams on strategic issues involving competitive, realistic, and responsive proposal budgets, including alternative financing models for new donors and/or geographies. Ensure th
Posted 12 days ago
Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of
Posted 7 days ago
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders empowering organizations to
Posted Today
Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we
Posted 10 days ago
Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of
Posted 9 days ago
Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of
Posted 10 days ago
Crowe
- Chicago, IL / Houston, TX / Nashville, TN / 3 more...
Serve as the lead point of contact for all customer account management matters Build and maintain strong, long term strategic client relationships Originate, structure, negotiate, execute, and manage agreements to maximize Crowe shareholder and client value Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors Ensure the tim
Posted 14 days ago
The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients. Job Duties Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns Manages client engagem
Posted 19 days ago
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties Performs tax planning, preparation and research for pass through entities (S corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities
Posted 21 days ago
The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M
Posted 24 days ago
Business Development Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources Effective grow long term profitable "lead left" relationships Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospectiv
Posted 17 days ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ
Posted 25 days ago
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA i
Posted 25 days ago
E 40% Directs the Treasury Management department in identifying new deposit client prospects and manage existing client relationships. Ability to act as a senior salesperson with key clients as needed while monitoring team sales productivity. Monitor client escalations, manage and develop the TM Team, oversee TM annual review process and department reporting. E 20% Develo
Posted 1 month ago
Manage individual portfolio of loans and deposits for retention & growth by managing maturities, delinquency, charge offs, deficiency tracking and performing annual credit reviews and renewals/extensions and modifications. Manage commercial banking relationships, including analyzing business financials, having a detailed understanding of the business and their income stat
Posted 1 month ago
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