- Fooda (San Francisco, CA)
- …forward to every day. Who We Are Looking For: The Resident Regional Manager of Cafeteria Operations is responsible for the growth, profitability, and retention of ... an assigned portfolio of operations for an account, which includes any...with sales on retention and growth strategies for their client . This role requires being based in our Northeast… more
- Bank of America (Beverly Hills, CA)
- …**Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification + Referral ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (San Francisco, CA)
- …skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding ... of America's core banking, investment solutions and approach to client care. We will equip you with everything you...you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- Citigroup (San Francisco, CA)
- …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 ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment… more
- City National Bank (Beverly Hills, CA)
- …proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst ... the full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with client team.… more
- Citigroup (Downey, CA)
- …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 ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment… more
- BMO Financial Group (Los Angeles, CA)
- …review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates as ... of risk management controls, analysis and monitoring on a transactional and portfolio basis. + Provides credit coaching, training and support to direct team… more
- City National Bank (Los Angeles, CA)
- …position will be primarily responsible for assessing and adjudicating the loan portfolio managed by Relationship Managers in CNB's workout group known as Special ... Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor...and support across the entire group. Partner with SSG Manager in preparing presentations for regulators, Chief Credit Officer,… more
- Turner & Townsend (Culver City, CA)
- …place. 6. Produce monthly post contract cost reports and present them to the client . 7. Create and develop new client and consultant relationships and ... service delivery. 9. Provide support on Program Management Commissions. 10. Ensure that client objectives are met, including respect of scope of work, budget, and… more
- BXP (San Francisco, CA)
- …of Position: Manage, audit and analyze all financial matters related to assigned portfolio . Serve as the financial expert and primary facilitator of all financial ... schedules and generating reports for audit binders. + Oversee client accounts to ensure they are billed correctly each...Loan Summary, Rent Roll, and Lease Abstract, for assigned portfolio . + Communicate with property management to assist with… more