- Ankura (CA)
- …with team members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving ... & Restructuring (T&R) Senior Managing Director role is an executive level position that sells, leads and manages complex...argument structure, and key messaging + Establishes and maintains relationship with most senior client executives +… more
- CBRE (Sacramento, CA)
- …communication style based on the audience and simplify complex technical topics for executive consumption + Strong client relationship cultivation and ... presentations, and other client -facing materials. + Set and measure operational and financial goals for client accounts. + Provide oversight on profit and… more
- TIAA (Walnut Creek, CA)
- …Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, ... + Deep understanding of investment acumen + Strong proficiency and deep demonstrated background in client relationship building skill set \#LI-KD2 Related Skills… more
- Columbia Bank (Los Angeles, CA)
- …asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth ... as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both… more
- Banc of California (Santa Ana, CA)
- …+ 4-6 years of experience in business operations, project management, or executive administration, preferably within financial services or payments. + ... (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
- SHI (Sacramento, CA)
- …and take action without explicit instructions. Skill Level Requirements * Expertise in client relationship building and new business development - Intermediate * ... US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.**… more
- WSP USA (Irvine, CA)
- …Places leader. This position reports directly to the National Business Line Executive , with the intent of ensuring strategic balance between operations, growth and ... our full suite of offerings. + Utilizes our Global Client Program and extended reach across regions, districts, offices,... challenges. + Works with the National Business Line Executive to support Property and Buildings ongoing growth initiatives,… more
- Allied Universal (San Diego, CA)
- … client and employees + Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide ... problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains...the day to day security operations of an assigned client site + Manage a team of security officers,… more
- ABM Industries (Pleasanton, CA)
- …+ ** Relationship Building:** Cultivate strong business partnerships to gain client trust, meet their objectives, and deliver value-added solutions. + ** ... We are seeking a dynamic and results-driven Strategic Sales Executive to join our team. This role is pivotal...engagements and managing the entire sales cycle. + Strong relationship -building skills to maintain and grow existing client… more
- TIAA (Sherman Oaks, CA)
- …Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, ... implementation of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that align with… more