- BMO Financial Group (Palo Alto, CA)
- …growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and ... We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily...Area. The RM will be responsible to drive new client acquisition and growth in market share in this… more
- MUFG (Los Angeles, CA)
- …cultivate business with prospective customers. + Collaborate with members of Portfolio Management , Client Services, Product Offices, and RMs of Japanese Primary ... Maintain regular calling effort with key members of the client and report to Management all important...important dialogues. + Advise clients, where possible, concerning business management and financial matters. + Serve as… more
- Bank of America (Newport Beach, CA)
- … Solutions Advisory + Portfolio Management + Relationship Building + Client Management + Portfolio Analysis + Prospecting + Referral Identification + ... both internal sales teams and their clients. Through the client engagement process, the Senior MS will... + Business Acumen + Consulting + Customer and Client Focus + Fiscal Responsibility + Pipeline Management… more
- Kyndryl (Sacramento, CA)
- …will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction ... and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact...the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- Scotiabank (San Francisco, CA)
- …responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising ... a full range of investment banking, credit and risk management products and services relevant to the financing and...are very high as most work is presented to senior executives at client firms. Given the… more
- City National Bank (Newport Beach, CA)
- …best practices, networking and building relationships. * Collaboration - collaborate with senior management to develop a market sales strategy; partner with ... management perspective, will assist clients to meet their financial needs, providing sound financial advice and...generate new client relationships and deepen existing client relationships; provide senior support and act… more
- Huntington Ingalls Industries (Port Hueneme, CA)
- …- $135,000.00 Security Clearance: Ability to Obtain Level of Experience: Senior This opportunity resides with Global Security (GS). Mission Technologies' Global ... of readiness. HII supports the Department of Energy's national security mission through the management and operation of its sites, as well as the safe cleanup of… more
- BMO Financial Group (San Francisco, CA)
- …bank This role facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … more
- Bank of America (San Francisco, CA)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager...+ Account Management + Business Acumen + Client Management + Client Solutions… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …and ensure business needs are being met + Lead and coordinate all client facing activities, including credit support, treasury management , and capital markets ... + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking,...playbook principals and call reporting plans to enhance the client experience Credit Excellence + Analyze the financial… more