- BMO Financial Group (San Ramon, CA)
- …individual or portfolio of loan products and improve the customer and dealer experience. Carries out market research, forecasting, pricing, and competitive analysis, ... a deep understanding of financial performance drivers. + Leads change management programs of varying scope and type, including readiness assessments, planning,… more
- Atria Wealth Solutions (Dublin, CA)
- …execute and measure the plans following the credit union and the broker dealer 's guidelines. Responsibilities + Develop each employee to their highest potential by ... training or correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee to review… more
- Trane Technologies (CA)
- …will be responsible for developing sales strategies, supporting and coaching dealer representatives, and meeting financial targets for accounts within the district. ... and objectives will be to develop plans to secure revenue growth, improve Dealer performance, capture competitive accounts, and focus efforts on sales for new and… more
- Brunswick (Richmond, CA)
- …of brands and products assigned for territory. + Establish and manage yearly dealer sales targets and provide the company with accurate sales and inventory ... as part of overall company strategy. + Establish and maximize strong dealer and customer relationships. + Assist brands in product development, pricing and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …2 years of client service experience, preferably in financial services or wealth management . + Familiarity with broker- dealer platforms; experience with LPL is ... Description A boutique wealth management firm based in Walnut Creek, CA is...+ Prior experience in a financial advisory or wealth management setting. + Working knowledge of financial products and… more
- CARMAX (Torrance, CA)
- …auction, and appraisal process. These processes include responsibility for cash management , processing and auditing of paperwork associated with sales, and providing ... processing reassignments, and auditing completed paperwork + Process auction sales, dealer registration, and/or appraisal lane purchases to include the collection of… more
- Newell Brands (Rohnert Park, CA)
- …drives reorder business and provides critical sales analysis for the management team. Secondarily, the position oversees the execution of strategic marketing ... monthly and at once sales reporting for the NBTA management team. + Schedules and attends both on site...business initiatives and our brand objectives. + Partners with Dealer Services to communicate, execute and measure key account… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management , is a leadership role as an auditor-in-charge for...Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/ Dealer , Investment Banking activities for CNB's Capital Markets, Registered… more
- City National Bank (Los Angeles, CA)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations, and/or written reports and memorandums. The position… more
- City National Bank (Los Angeles, CA)
- …regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. Substantial expertise in advising registered investment ... broker-dealers is essential as is the ability to work and communicate effectively with management and staff at all levels. This position is expected to advise on a… more