- Robert Half Finance & Accounting (San Francisco, CA)
- …fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service leadership track. ... fully customized, single-family-office-style services. Its integrated approach spans wealth strategy , investment management, family office administration, and financial operations.… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Private-Wealth- Client -Relationship-Manager\_25020136) **Job Description:** Merrill Wealth Management is a leading… more
- City National Bank (Los Angeles, CA)
- *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... Relationship Officers, Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts.… more
- Citigroup (San Francisco, CA)
- …treasury, payment operations, marketing and sales teams. About the role As Client Access & eCommerce Integrations Lead, you will lead the strategic development ... payment acceptance service ensuring seamless connectivity with e-commerce platforms and client systems. This role requires deep expertise in payments, fintech… more
- VaynerMedia (Los Angeles, CA)
- …vision (set by the C-suite/SVP) and making it come to life across the agency and client teams. You have your finger on the pulse of every aspect of the business and ... the integrated team leaders to drive results for the client , grow our business and make sure the honey...of working and system for navigating difficult situations. Business Strategy : Responsible for implementing strategies to grow our clients'… more
- IBM (San Francisco, CA)
- …teams and driving cross-functional alignment. * Ability to influence product and GTM strategy based on client needs and market shifts. **Preferred technical and ... **Introduction** IBM's mission is accelerating client 's Digital transformation journey. The Technology Expert Labs...services business across global markets. You will shape delivery strategy , partner closely with product teams, and lead a… more
- CBRE (Sacramento, CA)
- …Pricing, you will lead a high-performing team responsible for shaping the pricing strategy behind major client pursuits within CBRE's A&T Occupier Accounts ... business, ensuring commercially sound and client -aligned deal structures. This job is part of the...This job is part of the Advisory Operations & Strategy team which partners with senior leadership to implement… more
- WTW (San Francisco, CA)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Leading vendor procurement strategy , negotiation, implementation, ... As a Health and Benefits Director you will lead client engagements involving the design and management of the...of health and benefits programs. You will drive the strategy and grow relationships with current clients by leveraging… more
- Bank of America (Bakersfield, CA)
- Financial Center Client Service Representative Bakersfield, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bakersfield/Financial-Center- Client -Service-Representative\_25025631) **Job Description:** At Bank of America, we are… more
- HUB International (Newport Beach, CA)
- …Responsibilities + Assists with the design of annual benchmarking reports and strategy recommendation based on findings. + Maintains client relationships, ... and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more