- Bank of America (San Jose, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...Causation Analysis + Client Management + Data Visualization + Risk Modeling + Trading and Investment Analysis + Investment… more
- CIBC (Newport Beach, CA)
- …advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and marketing. ... Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Serve as client's primary… more
- Bank of America (Downey, CA)
- …**Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the ... goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise.… more
- Bank of America (Los Angeles, CA)
- …business products and services **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk ... **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the… more
- Sacramento Municipal Utility District (Sacramento, CA)
- Title: Financial Analyst Journey Department: Debt & Commodities Risk Management Location: Sacramento, CA, US, 95817-1899 Category: Accounting/Financial **Minimum Pay ... in SMUD's treasury operations, driving alignment, operational efficiency, and risk management. Your primary responsibilities will include implementing strategies to… more
- Sharp HealthCare (San Diego, CA)
- …representation of physician's insight, perspective and leadership on the Health Services Management team and the other strategic and operational leadership, projects ... of Sharp Health Plan products, (Commercial, Exchange, Medicare, POS/PPO) services , and oversees the health care needs of the...needs of the membership. Serves as a lead medical manager and policy advisor to SHP clinical and its'… more
- Curtiss-Wright Corporation (Santa Clarita, CA)
- …oversee facility security for our Santa Clarita facility. You will report to the Manager of Contracts and will work closely on a day-to-day basis with the program ... assertions and review terms and conditions to assess potential risk areas and recommend risk mitigation strategies....mitigation efforts related to Contracts. + Act in an advisory role to program management and site management related… more
- Bank of America (Los Angeles, CA)
- …Banking products. Job expectations include effectively balancing sales performance, operational risk , and client relationship care. This position is subject to SAFE ... to and including termination. **Responsibilities:** * Provides specialized and personalized service offering advice and guidance to financial center clients through… more
- AECOM (Sacramento, CA)
- …a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and ... integration of multiple, concurrent projects. By connecting our expertise across services , markets, and geographies, we manage outcome-driven projects that deliver… more
- Bank of America (Milpitas, CA)
- …Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management ... * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more