- Mastercard (San Francisco, CA)
- …a sustainable world that unlocks priceless possibilities for all. Overview The Client Success team is looking for a Manager, Customer Success Management (CSM) ... with internal Mastercard teams to foster cross-functional alignment and drive the client experience forward. Role: In this strategic, client -facing position, you… more
- Fifth Third Bank, NA (El Segundo, CA)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Harris & Associates (Sacramento, CA)
- …operational, and financial objectives of the firm. Acting as a trusted advisor and company officer, this role blends field-proven construction expertise with ... senior-level leadership to ensure successful project delivery, client satisfaction, risk mitigation, and team development. With over two decades of industry… more
- Ketchum (San Francisco, CA)
- …**Overview:** Do you enjoy telling stories through data? Interested in solving client challenges with data? Ketchum Analytics is looking for a Managing Consultant, ... and measurement, and be able to lead a team, client relationships and manage projects from start to finish,...across the team. + Serving as a specialist and advisor in research and analysis, to include: + Staying… more
- City National Bank (San Francisco, CA)
- …Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic ... areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk… more
- City National Bank (Newport Beach, 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
- City National Bank (Beverly Hills, CA)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- City National Bank (Los Angeles, CA)
- …with staff so that everyone feels informed at all times. Perception as a trusted advisor by both the staff and the client . * Strong strategic skills that ... while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Specialty… more
- Cushman & Wakefield (Palo Alto, CA)
- …anticipate/respond to all client needs, and generally act as a trusted advisor for comprehensive real estate work + Act with fiduciary responsibility to ... designated market, including business development, business operations, financial management, client relations, and project operations. This role is responsible for… more
- Citigroup (Los Angeles, CA)
- …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