- Charles Schwab (Sacramento, CA)
- …the status quo " and transform the finance industry together. Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and ... succeed in their business efforts. The ideal candidate will handle complex client relationships with large advisors as you actively pursue opportunities to improve… more
- City National Bank (Los Angeles, CA)
- …risk management processes of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk management to identify, recommend ... adequately identified, fully justified and properly approved. * Acts as internal advisor /partner to CNB's line units regarding loan and credit matters and provides… more
- City National Bank (Los Angeles, CA)
- …RM II* WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of ... introductions into companies CNB banks to identify and develop new personal client relationships * Demonstrate market knowledge and competence to cultivate strong… more
- IBM (San Jose, CA)
- …of the Automation Technical Specialist Sales team you understand the client 's business requirements, technical requirements, and the competitive landscape. You apply ... business insights and your deep subject matter expertise, build and maintain client relationships, incorporate software and services into client -valued solutions… more
- City National Bank (San Diego, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... retention and expansion of existing relationships in their own client portfolio and will actively work with other areas...Act. WHAT WILL YOU DO? * Acquire & deepen client relationships - generate new business and consumer … more
- WSP USA (Los Angeles, CA)
- …the delivery of high-quality consulting services, driving strategic initiatives, ensuring client satisfaction and meeting key performance indicators for the profit ... manage risks, and ensure that projects are executed effectively and meet client expectations. + Technical Expertise and Industry Knowledge: The Director needs to… more
- Bank of America (Los Angeles, CA)
- …concepts, generally with annual revenues of $50 million to $2 billion. Targeted size of client is over 20 units if a franchisee and over $50mm in revenue if an ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Oracle (Sacramento, CA)
- …facilitate long-term success in achieving health network goals. Key Responsibilities: * Client Consultation & Relationship Management: o Serve as the strategic lead ... for client engagements, working closely with healthcare executives, clinical leaders,... relationships through ongoing support, acting as a trusted advisor for all aspects of the population health solution… more
- City National Bank (Pacific Palisades, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor . Responsible for all functions of assigned branch with particular emphasis on ... managing a client -driven sales and service environment. This may be accomplished...exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy… more
- Citigroup (Palo Alto, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... trusted advisor to clients who frequently seek strategic advice regarding...strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections… more