- Charles Schwab (Irvine, CA)
- …service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role ... industry together. Schwab's Wealth Advisory team embodies our firm's commitment to client -centric approach. Schwab Wealth Advisory is a premier, fee based and… more
- City National Bank (San Diego County, CA)
- …This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished ... through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active calling program. It is… more
- Gilead Sciences, Inc. (Foster City, CA)
- …+ Establish and attend CEF "Deep Dive" reviews at the project or portfolio level. + Assist teams with establishingappropriate client stakeholder governance for ... outcomes for small and large capital projects across a diverse project portfolio . Focus areas will include definition and documentation of optimal project execution… more
- MUFG (Los Angeles, CA)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...Vice President who will be part of our growing Portfolio Management Group across the Sponsor, Growth, and Middle-Market… more
- Bank of America (Newport Beach, CA)
- …to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects ... credit solutions, and the active management of asset quality. Client facing, the CPO collaborates with the Client...Products Manager (CPM) and will be aligned to 1-3 Portfolio Management Officers (PMO), serving as a mentor/coach. J… more
- City National Bank (San Francisco, CA)
- …and portfolio risk standards. * Performs financial reviews of client 's financial condition per Credit Policy guidelines including monitoring covenants and ... the loan management process by providing loan underwriting, and portfolio management expertise to a team of Relationship Managers...the RM to manage deal flow. * May attend client meetings at RM's request. * Completes required training.… more
- Kerry (CA)
- …This role involves positioning and promoting Kerrys Taste and Sustainable Nutrition product portfolio and identifying key client challenges that can be solved ... decision-makers. + Drive new revenue and margin growth across Kerrys growing portfolio while maintaining and defending current business. + Achieve sales goals across… more
- Robert Half-Robert Half Corporate (San Francisco, CA)
- …Acquisition & Expansion Vice President (CA&E VP) to transition new clients into their portfolio during the initial launch of client integration. Once the account ... groups, managed solutions, and Protiviti for each account in their portfolio . In collaboration with the client , the BD VP and NTA team will host quarterly… more
- Fifth Third Bank, NA (El Segundo, CA)
- …business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $10MM and generally ... + Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources… more
- City National Bank (Pasadena, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more