- Bank of America (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...policies and procedures + Driving business growth byleading the service delivery model and wealth management banking … more
- Bank of America (Los Angeles, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- Guidehouse (Los Angeles, CA)
- …the firm + Proven ability to develop senior-level relationships across the Financial Services client ecosystem + A high level of intelligence, strategic, ... the power of Guidehouse's unique assets in Commercial Financial Services to drive unmatched value to client ...growth + Ability to oversee large, complex, multi-work stream, client service delivery teams ($5M+) and/or manage… more
- Evolent (Sacramento, CA)
- …**What You'll Be Doing:** Evolent is looking for a Senior Director of FP&A ( Services ) to join our team of Finance professionals working to advance Evolent's mission. ... finance professional who will act as the go-to partner for the Services business, operating with extreme ownership, driving cross-functional progress, and serving as… more
- Bank of America (Newport Beach, CA)
- Protective Services Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Protective- Services -Manager\_25035188) **Job Description:** At Bank of America, we are… 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 ... Ankura's professionals have diverse backgrounds and varied experience including banking , consulting, restructuring, accounting firms and public/private industries. Our… more
- SMBC (Los Angeles, CA)
- …as a "trusted advisor," the Relationship Manager engages in executive -level client contacts to assess comprehensive banking needs and deliver tailored ... **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California… more
- Banc of California (Santa Ana, CA)
- …one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well… more
- Banc of California (Santa Ana, CA)
- …Supports the company's goals and values accordingly. Supports general internal & external client services such as responding to inquiries and emails. + Treat ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small,...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- Bank of America (Newport Beach, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
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