- Bowman (Brea, CA)
- **Short Description** Bowman has an opportunity for a Private Development Market Leader to join our team in Brea, CA. At Bowman, we believe in creating opportunities ... our clients. **Purpose** Partner with company leadership to capitalize on existing client opportunities, develop plans for future client opportunities, and… more
- Bank of America (Newport Beach, CA)
- …+ Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Ankura (CA)
- …with team members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving ... solutions + Expert written communication skills, self-directed with preparation of client ready document and presentation development + Articulate, persuasive,… more
- City National Bank (Los Angeles, CA)
- …wealth management operations and subsidiaries. Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the ability to ... Provide transactional and regulatory counsel to the Bank and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and… more
- Compass Group, North America (Los Angeles, CA)
- …insights they need to optimize building performance and our clients' technology investment . Our trusted AV operations teams are among the most experienced and ... most. At Waveguide, we build relationships. Whether it's your relationship with a client , or the relationship of a technology system to its environment, our success… more
- SitusAMC (San Francisco, CA)
- …business development plan focused on key market segments + ** Executive Engagement and Building Relationships** : Build and maintain trusted relationships with ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...CRE Finance, Operations, capital markets, or B-to-B sales/ business development within the real estate market is preferred +… more
- ICF (Los Angeles, CA)
- …Technical Advisory Independent Engineering (IE)/Owner's Engineering (IE/OE) team within the Energy Development and Investment practice area. Our work is focused ... teams across ICF to provide comprehensive advisory services include strategic, investment , and portfolio management, operational planning, market development ,… more
- Umpqua Bank (Sacramento, CA)
- …CFP, CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive , financial advisor, certified financial planner, investment advisor ... marketing and business development skills, keeping the best interest of the client in mind. + Ability to develop and maintain rapport via phone, webinar, and… more
- Disney Entertainment (Santa Monica, CA)
- …regularly measured to monitor the efficiency / effectiveness of Marketing investment **"Connecting the Dots":** Critical inputs from Business, Content, and ... stakeholders to provide business consultation and financial guidance that shapes client thinking and supports decision making processes. Clients and stakeholders… more
- The Hartford (San Francisco, CA)
- …insurance products that meet the needs of tomorrow's economy. Financial & Strategic Investment + Strategic planning and market analysis development , focused on ... proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are...as an industry leader in underwriting the innovators: delivering client centric solutions as new business models emerge. This… more