- Anywhere Real Estate (Sacramento, CA)
- …, with 8+ years dynamic sales and management experience; sales excellence with illustrated leadership credibility. Previous brokerage management and/or ... leadership team, they are responsible for all aspects of sales , profits, employee and agent relations within their territory....develops and retains highly productive branch managers. + **Talent manager ** : Ensures branch managers are set up for… more
- Anywhere Real Estate (Newport Beach, CA)
- …arrangements. This role also serves as a central liaison between the Branch Manager , sales team, internal departments, and senior leadership. Success in this ... We're seeking a proactive **Office Administrator** to support the Branch Manager at Coldwell Banker's Newport Beach, CA office. This full-time, onsite role at our… more
- Bank of America (San Diego County, CA)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- Bank of America (Oxnard, CA)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- Bank of America (San Francisco, CA)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- JPMorgan Chase (Los Angeles, CA)
- …individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and ... investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset classes… more
- City National Bank (Beverly Hills, CA)
- …coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and ... and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income...of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with… more
- Anywhere Real Estate (Novato, CA)
- …Branch Manager as needed with maintaining office promotional items, sales meetings, new agent orientations and supporting office culture **Other Duties:** + ... of transactional issues. + Database entry and updates - MLS, Transaction Manager + Ensure our agent's transactions are complete for compliance, commission payments… more
- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing clients in...financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry… more
- WTW (Los Angeles, CA)
- …innovation that can be leveraged nationally. + Driving new relationships and sales + Materially grow pharmacy benefits revenue through serving as the pharmacy ... Advising on the latest industry trends + Pharmacy Benefits Manager (PBM) vendor procurement and negotiation + Audits of...group pharmacy benefit plans gained in a consulting or brokerage environment + Proven ability to generate revenue +… more