- JPMorgan Chase (Walnut Creek, CA)
- …Responsibilities** + Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66… more
- Umpqua Bank (Roseville, CA)
- …can only achieve this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... targeted lists. You will ensure ongoing contact with new clients to enhance client 's initial experience with Umpqua Bank. + Develop revenue-generating client … more
- Lexitas Legal (San Bernardino, CA)
- …territory. Lexitas is a rapidly growing national provider of legal and corporate support services , including court reporting, medical record retrieval, process ... subpoenas, scanning and managing sensitive records, and building lasting client relationships. This position demands responsibility, discretion, and independence,... service , registered agent services , and legal talent. Built on… more
- Deloitte (Costa Mesa, CA)
- …clients navigate the ever-changing threat landscape. Through powerful solutions and managed services that simplify complexity, we enable our clients to operate with ... help clients control which employees, customers, partners and suppliers access sensitive corporate resources, and streamline the process of managing the explosion in… more
- City National Bank (Los Angeles, CA)
- …30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San ... the banks internal control environment. Fiduciary and private banking audits in corporate , employee benefit, and personal trust relationships, propriety mutual… more
- Acosta Group (Los Angeles, CA)
- …the trade, and participate in industry committees. + **Revenue Goals:** Deliver corporate revenue goals on agreed timing while operating within the corporate ... in the development and presentation of interviews for new principals. + ** Corporate Relationships:** Develop and maintain corporate relationships with principals… more
- Acosta Group (Pleasanton, CA)
- …Manager for all sales functions with his/her department. **RESPONSIBILITIES** + Deliver Corporate revenue goals on the agreed upon timing while operating within the ... Corporate budget + Deliver principals' volume, share and sales...point in their shopping journey. Specializing in retail sales services , digital strategy, and business intelligence, Acosta empowers brands… more
- Banc of California (Menlo Park, CA)
- …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 ... OPPORTUNITY** The Vice President, Banker is primarily accountable for developing new client relationships in a specified region or business vertical, but will also… more
- JPMorgan Chase (Los Angeles, CA)
- …advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer and income planning needs around the Goals Based ... retirement industry, and can effectively manage between sales and service support needs of the product. JP Morgan Wealth...and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in… more
- Sodexo (Los Angeles, CA)
- …short sales cycles and collaborates with internal teams to ensure alignment with client needs and business goals. **What You'll Do** + Research and identify ... closure. + Build relationships with key contacts to nurture opportunities and establish trust . + Maintain accurate and up-to-date records in CRM to track activities,… more