- Bowman (Sacramento, CA)
- … executive summaries, draft, and final reports. + Maintain cooperative working relationship with client and staff throughout project life. + Complete ... **Short Description** Bowman has an opportunity for a Financial Project Manager to join our team remotely....related policy issues, and a commitment to quality and client service. Manage and execute projects of all sizes… more
- Enverus (San Francisco, CA)
- …Objectives + Establish and enhance prospective relationships through targeted campaigns, executive briefings, partner relationship building, and value creation; ... ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital… more
- LiveRamp (San Francisco, CA)
- …Value Realization & Adoption + Ensure products purchased are being utilized and that client is receiving business value (and can articulate the ROI story) + Primary ... Account Owner / Client POC + Responsible for QBR planning, holistic account...and cross-selling to achieve revenue growth targets. + Strong Relationship & Empathy + Ability to digest how product/process… more
- Bank of America (San Diego, CA)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- City National Bank (Los Angeles, CA)
- …BANKING RM II* WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees ... Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management,… more
- 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 ... to all parties involved in complex litigation. Our team provides economic, financial , statistical, business analytics, and operational expertise to law firms and… more
- SAP (San Francisco, CA)
- …profile with 10-15 Years Industry or Practitioner experience driving software sales; Executive relationship building skills with proven C-suite influence to ... to maximize customer value. + **Customer Success & Field Impact:** Own financial application deal cycles, renewals, enablement, and executive engagement. Elevate… more
- 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
- Columbia Bank (Santa Rosa, CA)
- …financial service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is to ... asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth… more
- Oracle (Sacramento, CA)
- …templates and tools and can provide solutions adhering to best practices. ** Client relationship management:** You'll build and maintain strong relationships with ... to ensure their success. You will apply the same skills listed above for client relationship management, but in the context of leading teams. **Communication:**… more