- City National Bank (Beverly Hills, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program.… more
- BMO Financial Group (Los Angeles, CA)
- …the strategic direction of the line of business assisting with the development , prioritization and implementation of business, technology, sales and service, channel ... optimization and enhanced customer experience. + Leads and executes business development plans to that business goals are achieved or exceeded. + Delivers reliable… more
- Umpqua Bank (Sacramento, CA)
- …marketing and business development skills, keeping the best interest of the client in mind. + Ability to develop and maintain rapport via phone, webinar, and ... structure to manage a large book of business encompassing business development , financial planning, asset management, pipeline management, and a high-level… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** We are seeking a strategic, results-driven, and client -focused Equipment Finance and Leasing Director (Senior Lead Credit Product Sales ... Director will collaborate closely with Relationship Managers (RMs), Business Development Officers (BDOs), and internal partners to deliver customized equipment… more
- Bank of America (Beverly Hills, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... team of Financial Advisors, such as business management, business development , wealth planning, investment management, or relationship management. Key… more
- Blue Matter (San Francisco, CA)
- …expert, playing a key role in identifying analytical solutions to complex client needs. Primary Responsibilities As a key member of cross-functional client ... Design advanced dashboards and reports using Power BI, Tableau, or Sigma for client -ready insights. + Investigate MDM processes to resolve issues and meet client… more
- PNC (San Jose, CA)
- …captured. Consistently seeks ways to expand his/her external network for business development . + Manages risk through appropriate client selection and ensures ... of influence strongly preferred. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- CBRE (Sacramento, CA)
- …to grow laboratory services division. This individual will own developing client relationships and at the frontline of business pursuit opportunities, leading ... business development programs and initiatives and driving life science business...cultivation, pursuit strategy, and pursuit execution to include the client pipeline, leading efforts around proposals, and presentations, supervising… more
- HUB International (Sacramento, CA)
- …Personal Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Possibly working ... The Account Executive may work with other members of the client service team, involving assigned individuals appropriately in service-related activities in… more
- Grant Thornton (Los Angeles, CA)
- …by high quality tools and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your day-to-day may include: + Manage, ... direct, and monitor multiple client services teams on client engagements; plan,...for the overall project and deliverable + Support business development activities, such as identification, proposal development ,… more