- PNC (Walnut Creek, CA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, ... of influence strongly preferred. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- Huntington Ingalls Industries (Port Hueneme, CA)
- …fleet sustainment; nuclear and environmental; and Australia business. As a trusted partner to our military customers, HII designs, develops and operates the largest ... Department of Navy, Navy Surface Warfare Center Port Hueneme (NSWC PHD) and partner Warfare Centers in central and southern California. The Program Manager will… more
- Evolent (Sacramento, CA)
- …President, Strategic Accounts** will serve as a senior leader responsible for managing and growing key client relationships across Evolent's portfolio. This ... and vendor management. **Performance Management** - maintain overall accountability for partner value and ROI performance of designated client partners.… more
- The Cigna Group (Walnut Creek, CA)
- …them to the right team for problem-solving. + Channel Management: Manage key partner relationships to ensure client budgets align with reality, holding internal ... relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business...the book of business. + Additional: Demonstrated success in managing large, complex client accounts with a… more
- Citigroup (San Francisco, CA)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Citigroup (Downey, CA)
- …. Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- JPMorgan Chase (Walnut Creek, CA)
- …banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, ... Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Partner with product specialists to ensure clients… more
- BMO Financial Group (Modesto, CA)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... expertise, technology and resources. + Acts as the primary client contact to uncover financial needs and...on products, pricing, and services; links customer to business partner experts based on key financial decisions.… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …skills, commercial playbook principals and call reporting plans to enhance the client experience Credit Excellence + Analyze the financial information provided ... This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg… more
- Citigroup (Loma Linda, CA)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more