- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit ... credit guidance to Relationship Manager , Team Manager , and Manager and collaborates in determining appropriate credit strategy . * Provides credit… more
- M&T Bank (Los Angeles, CA)
- …applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is ... on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads… more
- Fiserv (San Francisco, CA)
- …and Delivery in our Western Region. **What you will do:** + Function as lead client -facing delivery liaison and engagement manager between the client and the ... are responsible for overseeing and managing the business partnership with assigned client (s) including all levels of client stakeholders including executives… more
- Comerica (San Francisco, CA)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit,...well as to be a part of our growth strategy in your market.If you want an opportunity to… more
- Grant Thornton (San Francisco, CA)
- …of the process. + Obtain an understanding of clients' business, objectives, strategy , operations, processes, IT systems, service providers and controls. + Actively ... participate in client engagements from start to completion, which includes planning,...clients design and implement internal controls + Support engagement Manager and/or Senior Manager /Director in project management… more
- Sharp HealthCare (San Diego, CA)
- …**What You Will Do** Working under the direction of the Manager of Benefits Administration, the Benefits Administration Analyst provides operational support ... administration and business operations and receives satisfactory customer feedback.Identifies client expectations and priorities through effective communication and interaction.… more
- Publicis Groupe (El Segundo, CA)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... data, analytics, and insights, content and creative production, communications and strategy , finance and marketing, and sociology, psychology, and other liberal arts… more
- Bank of America (San Francisco, CA)
- …be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation ... present customized working capital & treasury solutions that meet client objectives. The TSO will be responsible for managing...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Stantec (Irvine, CA)
- …US West and beyond. This position will lead strategic projects, be client facing, responsible for business development, contribute to project delivery standards and ... limited to establishing new business, maintaining existing accounts, reviewing proposals, client management and participating in projects where technical or … more
- PNC (Corona, CA)
- …have an opportunity to contribute to the company's success. As a Relationship Manager within PNC's Healthcare Business Banking organization, you will be based in ... works with a moderate degree of supervision. + Acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. + Focuses on … more