- Public Consulting Group (Sacramento, CA)
- …Operations Manager is accountable to ensure the functions of maintaining our client accounts, after software implementation, is smooth, efficient and scalable. This ... will develop and grow high-performing functional teams in the areas of production support , software enhancements, and help desk procedures in support of PCG's… more
- Bank of America (Redding, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...a career within Merrill Wealth Management. **The Academy** will support you along the way with dedicated programs, tools… more
- Ketchum (San Francisco, CA)
- …with client and account teams. This includes acting as the day-to-day client and account team point-person/lead, with senior support as needed. + Overseeing ... you enjoy telling stories through data? Interested in solving client challenges with data? Ketchum Analytics is looking for...and managing all aspects of a project, with the support of junior staff and/or independently. From the day-to-day… more
- City National Bank (San Francisco, CA)
- …Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic ... areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk… more
- City National Bank (Beverly Hills, CA)
- …The Portfolio Analyst primary responsibilities are:* Prepare review book materials for client presentations* Prepare IPS letters for new clients and IPS change / ... reallocation letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires*… more
- BMO Financial Group (Los Angeles, CA)
- …of productivity against benchmarks. + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely ... a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. + May network with industry… more
- HUB International (Encino, CA)
- …will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The **Personal ... Lines Account Executive** manages an assigned book of business, develops client relationship, and strives to grow and retain clients. May work alongside the… more
- Umpqua Bank (Sacramento, CA)
- …for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because ... management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management… more
- Bank of America (Newport Beach, CA)
- …to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects ... credit solutions, and the active management of asset quality. Client facing, the CPO collaborates with the Client...transactions with minimal oversigh + Provide ongoing coaching and support to other Credit Products team members, reporting to… more
- Kyndryl (Sacramento, CA)
- …in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a ... organization. This role will also be leading the overall client engagement and delivering high quality client ...a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into… more