- Charles Schwab (San Diego, CA)
- …You will have the tools, resources, and support to succeed in a portfolio management environment. Specifically: + Client relationship management software to ... to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the... interactions + Financial Planning software designed for customized client focused portfolio solutions + Access to… more
- BlackRock (San Francisco, CA)
- **About this role** **Technical Relationship Manager , Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the ... real time. The Aladdin platform combines risk analytics with portfolio management, trading, compliance, and operations tools on a...and education. We are seeking an Aladdin Technical Relationship Manager to work closely with Aladdin clients to be… more
- AeroVironment (Simi Valley, CA)
- …+ At least two full lifecycle ERP Implementation project as a Project Manager + Experience managing fixed -scope, fixed -price, full lifecycle implementation ... **Worker Type** Regular **Job Description** The Program Manager (PM) is responsible for understanding business strategy and priorities and translating business needs… more
- Valet Living (Los Angeles, CA)
- …results? Do you thrive in a fast-paced environment where operations, sales, and client relationships all come together? If so, MultiPro Property Solutions wants you ... on our team! As the Branch Manager you are responsible for the overall sales and...our clients' property teams to achieve high customer satisfaction, client retention, and branch revenue and profit goals. The… more
- Freemodel (Del Mar, CA)
- …own every phase of the renovation process while delivering a high quality, client -focused experience. Requirements + Consult & Plan: Every house needs work before ... through us - you manage the day-to-day work.) + Client Relationship Management: Be the primary point of contact...and insurance compliance for subcontractors. + Professional Marketing & Portfolio Building: We help you build your brand as… more
- HSBC (Irvine, CA)
- …Wealth Relationship Manager for the banking portions of their assigned portfolio + Provide dedicated assistance in the delivery of service and support activities ... Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an...as the point of contact for clients, including answer client calls, resolve enquiries and facilitate a smooth hand-off… more
- Cushman & Wakefield (Irvine, CA)
- …Instil a strategic, data driven approach with all account team members on behalf of client . + Ensure that fixed compensation services under client contracts ... of Occupier accounts within his/her respective territory. As a senior relationship manager for our clients, this individual will provide oversight and support to… 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 ... will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and… more
- Black & Veatch (Los Angeles, CA)
- …primary treatment, conventional activated sludge, biological nutrient removal, fixed -film processes, membrane bio-reactors (MBR), sidestream treatment, tertiary ... and carries out complex engineering calculations following standard methods and principles Client Focus: + Responsible for assisting with identification of key … more
- PNC (Los Angeles, CA)
- …provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Base Salary ranges from ... Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning… more