- City National Bank (San Francisco, CA)
- …and executing strategies for wealth management products and programs, aligning with client needs and market trends, while ensuring competitive advantage and driving ... product and program strategies that align with the overall business objectives and client needs. * Product Development and Innovation: Plays a key role in the… more
- Grant Thornton (San Jose, CA)
- …& Platforms team, you will get the opportunity to design and optimize post-sale client experiences during the retention & expansion phase of our client journey. ... You will be responsible for designing end-to-end client -centric experiences that are intuitive, thoughtful, pragmatic, and follow UI/UX design best practices. You'll… more
- Grant Thornton (San Francisco, CA)
- …be doing revolves around large and complex construction projects in the data center, energy, infrastructure, commercial real estate, and hospitality sectors, among ... and managing staff. Works closely with partners and staff on client management, practice development, and business development. Responsible for an assigned… more
- BMO Financial Group (San Francisco, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...relationship exists. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. +… more
- Guidehouse (Los Angeles, CA)
- …* Security and operational risk management * Operational strategy and effectiveness * Data management and governance, big data , and analytics * Digital ... in Commercial Financial Services to drive unmatched value to client and firm + Lead, develop and grow both...+ Lead, develop and grow both existing and new client accounts + Recognized expert at strategizing, designing, marketing,… more
- AON (San Francisco, CA)
- …for proposed M&A insurance policies and prepare term comparisons for client review. + Coordinate with underwriters and clients/advisors throughout the underwriting ... systems. + Work with the billing team to prepare client invoices and manage billing process. + Participate in...as well as internal equity and alignment with market data . The salary may also be adjusted based on… more
- Citigroup (San Francisco, CA)
- …of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making ... with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable… more
- AON (Los Angeles, CA)
- …in meetings with the Sales Team to develop prospect identification and client penetration strategies + Develop and distribute revenue, client acquisition ... and related sources of information, to identify prospect- and client -specific risk profile information + Identify with the Sales...as well as internal equity and alignment with market data . The salary may also be adjusted based on… more
- Cushman & Wakefield (Costa Mesa, CA)
- …Valuation & Advisory Valuation Research Assistant will be responsible for researching the data specific to the creation of a commercial real estate appraisal report. ... This will include data gathering, brief property, data and market...sales and leases. The research assistant will also manage client site profiles, expense reports, appraiser qualifications, and file… more
- Deloitte (Los Angeles, CA)
- …clients address complex profitability and financial analytics challenges. Key Responsibilities Client Engagement: Lead client engagements to identify and address ... complex business challenges. Data Analysis: Manage and analyze structured and unstructured ...and connection with people. + Strong commitment to the client + Ability to multi-task and ensure timely deliverables.… more