- City National Bank (Los Angeles, CA)
- …and aggregated budget. * Work includes post approval Investment Closing, Portfolio Management and monitoring Fund performance. * Responsible for due diligence ... annually on all Sponsor/Syndicator financial status. * Reports annually on LIHTC portfolio performance. * Participate in the Affordable Housing Investors Council. *… more
- Charles River Laboratories (Hollister, CA)
- …a Product Manager, you are responsible for management of your assigned portfolio , overseeing the lifecycle of offers, identifying opportunities for improvement, and ... commercial performance. You will take accountability for performance of the portfolio against business targets including ensuring effective sales and marketing to… more
- Sodexo (San Francisco, CA)
- …of Operations** to lead, grow, and elevate a growing airport lounge portfolio across the US This high-impact, multi-site leadership role requires a visionary ... international clients. You'll be at the forefront of business expansion, client relationship management, and operational excellence, all while ensuring an… more
- SMBC (Los Angeles, CA)
- …discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is to be "the bank ... new business opportunities and collaborating with internal partners to enhance client relationships. Acting as a "trusted advisor," the Relationship Manager engages… more
- VaynerMedia (Los Angeles, CA)
- …executive sponsor and client advisor for multiple clients within the agency portfolio What You've Got: + A minimum 10-15+ years of industry experience working ... act as a strategic partner to our clients providing assessment of the client 's current social and digital proficiencies and areas for improvement. Our VP's are… more
- BMO Financial Group (Palo Alto, CA)
- …key stakeholders in the Bay Area. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all ... industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key… more
- Raymond James Financial, Inc. (San Diego, CA)
- …capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- City National Bank (Beverly Hills, CA)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- Cardinal Health (Sacramento, CA)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point /...inquiries and updates on program performance. + Deliver broad-based portfolio of solutions that meet Cardinal Health and customer… more
- Guidehouse (Los Angeles, CA)
- …development of a key go-to-market strategies for existing and new Financial Services portfolio of offerings including new client development and existing ... Primary focus to be a leader within the FinTech Portfolio with focus on Cryptocurrency and Payments, and build...in Commercial Financial Services to drive unmatched value to client and firm + Lead, develop and grow both… more