- City National Bank (Los Angeles, CA)
- …and reporting of activities and performance metrics. * Implements client strategies for both new and existing clients. * Regularly accompanies Specialty ... while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Specialty… more
- Citigroup (Los Angeles, CA)
- …businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Ketchum (San Francisco, CA)
- …**Overview:** Do you enjoy telling stories through data? Interested in solving client challenges with data? Ketchum Analytics is looking for a Manager, Consumer ... well as independently own programs. **Responsibilities:** + Developing relationships with client and account teams. This includes regular and proactive one-on-one… more
- Zones LLC (Los Angeles, CA)
- …national chains to regional players. You'll be responsible for developing client relationships, identifying retail tech pain points, and delivering value through ... This role requires up to 50% Travel + Retail Client Engagement: Build and manage relationships with retail end-users...Management: Maintain accurate pipeline and forecasting in CRM tools, reporting on KPIs tied to bookings, revenue, and margin… more
- Bank of America (Newport Beach, CA)
- …to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects ... credit solutions, and the active management of asset quality. Client facing, the CPO collaborates with the Client...coaching and support to other Credit Products team members, reporting to the Sr. Credit Products Manager, and partner… more
- Citigroup (Palo Alto, CA)
- …+ Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals ... to new clients/prospects, and coordinate client events + Client /prospect meetings - Organize...behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5+ years… more
- Blue Matter (San Francisco, CA)
- …expert, playing a key role in identifying analytical solutions to complex client needs. Primary Responsibilities As a key member of cross-functional client ... and reports using Power BI, Tableau, or Sigma for client -ready insights. + Investigate MDM processes to resolve issues...(RESTful/GraphQL) and version control (eg, Git). + Experience with reporting tools (eg, Power BI, Tableau, Sigma). + Knowledge… more
- Citigroup (Los Angeles, 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 ... clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a… more
- IQVIA (San Francisco, CA)
- …for the benefit of patients. We are a team of strategic thinkers, ensuring our client is at the centre of what we do, bringing together the required expertise from ... analytics, we are interested in all team players who have a relentless client -first mindset and problem-solving skillset. **Why Join?** + Become part of a recognized… more
- Dodge Construction Network (Sacramento, CA)
- …this role, your primary objectives are to retain and grow client revenue by delivering exceptional value through Dodge's solutions. Success in ... is40-50%for this role. **_Essential Functions_** + Drive revenue expansion and client retention: + Actively grow revenue within assigned accounts through upsell… more