- Citigroup (Riverside, 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
- Dudek (Oakland, CA)
- …law, and regulatory requirements + Ensures quality control review of all deliverable Client and Partner Engagement + Recognized leader with strong relationships ... high-stakes meetings, public hearings, and project-related events. + Provides strategic client advocacy in regulatory and permitting processes. Financial … more
- CBRE (Sacramento, CA)
- …presentations, and other client -facing materials. + Set and measure operational and financial goals for client accounts. + Provide oversight on profit and ... With expertise across various life sciences categories, CBRE is a leader in managing highly-regulated spaces within the industry. About the role! We are hiring an… more
- M. C. Dean (San Jose, CA)
- …subcontractors, rigorous quality assurance, and final system commissioning and client handover. Candidates must demonstrate experience managing high-value ... the way complex, large-scale systems are designed, delivered, and sustained-enhancing client outcomes, improving lives, and changing the world for the better.… more
- Citigroup (San Francisco, CA)
- …product offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and ... are directly affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed… more
- Citigroup (Palo Alto, CA)
- …product offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and ... overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies… more
- Citigroup (Los Angeles, CA)
- …product offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and ... are directly affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed… more
- Bank of America (San Francisco, CA)
- …that meet client objectives. The TSO will be responsible for managing and aggressively growing treasury revenue across a portfolio of Global Large Corporate ... by Technology. The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of… more
- SHI (Sacramento, CA)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... of the project in terms of scope, deliverables, budget, client satisfaction, and achievement of required business outcomes. The...AWS offerings + Have a clear understanding of SHI's partner network and their capabilities + Provide excellent value… more
- Grant Thornton (San Francisco, CA)
- …business partner + Working closely with engagement teams and managing and conducting forensic accounting procedures on multiple engagements concurrently + ... international colleagues to integrate diverse expertise and deliver comprehensive, high-impact client solutions + Managing , developing, training, and mentoring… more