- Columbia Bank (Los Angeles, CA)
- …also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, ... clients, or function as a "hub" or "second floor" advisor for an existing book of business. This individual should have the skillset to manage client relationships… more
- UCLA Health (Los Angeles, CA)
- Description Under the direction of the Transplant Financial Manager , performs administrative support to the Transplant Financial Referral Program. Responsibilities ... assigned. The incumbent is supervised by the Transplant Financial Manager . Independently prioritizes and completes standard functions following established… more
- Xponential Fitness (Los Angeles, CA)
- …Sundays. POSITION: The purpose of the Sales Representative is to assist the General Manager with new membership sales by bringing new members to the studio and ... travel may be required. RESPONSIBILITIES: * Assist the General Manager with the sales process of lead generation, follow...process of lead generation, follow up, and close * Book and confirm intro classes * Manage the front… more
- BMO Financial Group (Los Angeles, CA)
- …and prospective client touchpoints and opportunities and management of the sales professional's book of business + Utilize the CRM platform to document 1:1 coaching ... interaction with the sales professional so the Managing Director/Market Manager have an understanding of the commitments and coaching that was provided + Ensure… more
- UMB Bank (Sacramento, CA)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate… more
- Xponential Fitness (Tustin, CA)
- …environment. POSITION: The purpose of the Sales Representative is to assist the General Manager with new membership sales by bringing new members to the studio and ... travel may be required. RESPONSIBILITIES: * Assist the General Manager with the sales process of lead generation, follow...process of lead generation, follow up, and close * Book and confirm intro classes * Manage the front… more
- Sharp HealthCare (San Diego, CA)
- …quality care to a designated patient population. Assists the Patient Care Manager with the leadership of the Nursing and Patient Service Representative Staff. ... in clinical projects as directed by the physician or manager . + Department Efficiency and EffectivenessOrganizes and completes daily requirements… more
- Sharp HealthCare (San Diego, CA)
- …providing quality care to a designated patient population. Assists the Patient Care Manager and/or Patient Care Supervisor with the leadership of the Nursing staff ... adequate alternatives.Maintains attendance records on staff and notifies Patient Care Manager of attendance and overtime compliance.Monitors level of staffing to… more
- Wells Fargo (Tustin, CA)
- …partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales ... education. **Desired Qualifications:** + 1+ year of experience managing a dedicated book of small business customers across assigned territory + Knowledge and… more
- Bank of America (San Jose, CA)
- …into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training ... the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more