- Grant Thornton (San Jose, CA)
- …or PE environments. + Proven experience in private equity, investment banking, or financial services with a focus on relationship management. + Strong ... Grant Thornton is seeking a Relationship Strategy & Enablement Director to join the...our private equity teams, with a focus on strategic client engagement, portfolio company interaction, and deal execution excellence.… more
- SHI (Sacramento, CA)
- …to continually meet or exceed sales targets - Intermediate + Expertise in client relationship building and new business development - Intermediate + Proficiency ... US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.**… more
- Columbia Bank (Irvine, CA)
- …quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to ... preparation of all presentation and review materials. + Keep current on client 's financial information while ensuring that clients understand the solutions… more
- JPMorgan Chase (Woodland Hills, CA)
- Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management ... execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions)… more
- Banc of California (Los Angeles, CA)
- …change (while optimizing deposit margin for the bank). + **Deepen Client Relationships/Profitability:** For existing clients, completes systematic relationship ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Oracle (Sacramento, CA)
- …facilitate long-term success in achieving health network goals. Key Responsibilities: * Client Consultation & Relationship Management: o Serve as the strategic ... lead for client engagements, working closely with healthcare executives, clinical leaders,...12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including… more
- Columbia Bank (Encino, CA)
- **About the Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and ... client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive -level client contacts to assess holistic banking needs and to… more
- Capital One (Sacramento, CA)
- Senior Principal Relationship Manager (Remote-Eligible) Our US & Canadian Markets team is seeking a Senior Principal Relationship Manager to manage our ... plans with key participants to proactively identify and grow business value + Client Engagement: Ability to travel 25-30% to meet with clients **The Ideal Candidate… more
- Paycom Online (San Francisco, CA)
- …+ Best-in-class, MBA-level, in-person sales training and development + Unparalleled executive leadership and sales team support + Opportunity to build strong ... and personal days + 401(k) with matching + Employee stock purchase program + Financial wellness tools + Paid family leave programs + Pet insurance + Identity theft… more
- S&P Global (San Francisco, CA)
- …office operations while maintaining a culture of teamwork, innovation, and client success. **Responsibilities and Impact:** + Drive revenue growth through new ... customer acquisition and expansion of existing client relationships within assigned territory or market segment + Develop and execute comprehensive sales strategies… more