- City National Bank (San Francisco, CA)
- …within the portfolio across entertainment and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics to ... *RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY* WHAT IS THE...segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality… more
- BMO Financial Group (Modesto, CA)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and...sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of… more
- SMBC (Los Angeles, CA)
- …prospecting new business opportunities and collaborating with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship ... advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas,...client reviews to ensure the bank provides relevant solutions as clients grow and adapt. * Develops and… more
- BMO Financial Group (Los Angeles, CA)
- …monitoring of productivity against benchmarks. + Collaborates to generate ideas, identify client solutions , pursue sector marketing efforts, cover clients, and ... deliver timely solutions . + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and… more
- Bank of America (Walnut Creek, CA)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service… more
- Bank of America (San Diego, CA)
- …and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. **Specific ... Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting...leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service… more
- WM (Sacramento, CA)
- …multiple lines of business. + Serve as a strategic advisor to senior business leaders, diagnosing performance + Ensure solutions are aligned with ... Other Knowledge, Skills or Abilities Required + Proven experience managing senior -level consultants or equivalent client -facing roles. + Demonstrated expertise… more
- Norstella (Sacramento, CA)
- Senior Analytic Consultant Company: MMIT Location: Remote, United States Date Posted: Aug 21, 2025 Employment Type: Full Time Job ID: R-1436 **Description** **About ... we can offer an even wider breadth of expertise, cutting-edge data solutions and expert advisory services alongside advanced technologies such as real-world data,… more
- Deloitte (San Diego, CA)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... Do you enjoy building new client relationships to grow an already existing and...right people on your team to combine tax consulting solutions and innovative technology that align the tax function… more
- City National Bank (Santa Monica, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... *RELATIONSHIP MANAGER SENIOR * WHAT IS THE OPPORTUNITY? Responsible for acquiring...retention and expansion of existing relationships in their own client portfolio and will actively work with other areas… more