- Raymond James Financial, Inc. (San Diego, CA)
- …learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance ... The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a… more
- Deloitte (Costa Mesa, CA)
- …most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, ... an IT Diligence Senior Manager, you will lead multiple client engagements that help refine the client 's...focus on inorganic growth by conducting operational diligence, divestiture support and post-merger support for clients as… more
- Bank of America (Redding, CA)
- …their evolving needs. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- HUB International (Encino, CA)
- …primary consultant to the client . The Producer has primary responsibility for client relationship management and initiating new sales . The AE has primary ... of the industry's top talent to help guide and support our customer's needs and provide them with innovative...but not limited to conducting internal training to a sales or renewal presentation at a client 's… more
- M&T Bank (Costa Mesa, CA)
- … client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships. + ... **Overview:** Manages client relationships and daily administration of assigned Global...reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and… more
- The Cigna Group (Walnut Creek, CA)
- …How we win in the marketplace will be by retaining, deepening and adding client and customer relationships all the while growing the value of new and existing ... expansion, capability development, broker engagement and successful execution of sales and retention strategies. **OVERVIEW:** Reporting to the Vice President,… more
- Mastercard (San Carlos, CA)
- …region. Client Engagement & Consultative Selling: * Conduct consultative sales conversations to understand client challenges and present tailored solutions ... and proposals that demonstrate value and ROI. * Build consensus among client stakeholders and provide customized resources to support informed decision-making.… more
- BMO Financial Group (Modesto, CA)
- …results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. + Proactively works with branch business ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …in the Los Angeles Metro Public Sector. This role is designed for a sales -driven leader with a passion for building client relationships, driving revenue growth, ... efficiently. You will be the driving force behind our sales pipeline, competitive proposals, and solution offerings, working closely...Leverage a strong personal network to establish and deepen client relationships * Act as a trusted advisor to… more
- City National Bank (Beverly Hills, CA)
- …in areas of interest to UHNW clients. * Submit for peer review all client -facing custom designed output. * Support the Wealth Strategy team by developing ... to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and… more