- City National Bank (San Francisco, CA)
- …Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required… more
- CBRE (San Diego, CA)
- …Posted 18-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) San Diego - California - United States of America ... will be responsible for the administrative support for a group of sales /client-facing professionals. You'll develop marketing materials such as debt packages, social… more
- Comerica (Sacramento, CA)
- …knowledge of corporate banking, credit and non-credit products, trust, real estate , treasury management and other bank functions. Maintain knowledge of accounting ... and financial principles, marketing and sales principles, credit analysis, economics and other bank functions....a portfolio of clients + 3 years of financial sales experience Vice President, Relationship Manager IV, Middle Market… more
- Carrington (Anaheim, CA)
- …loans. + Resolve Mavent/QM errors with Relationship Managers (Account Managers) and Sales Managers. + Monitor processing workflows and pipeline to identify and ... or changes as needed. + Assist the Account Managers and Sales Managers in resolving complex processing situations involving investor guidelines, processing… more
- CBRE (Sacramento, CA)
- …CBRE Energy and Renewables** CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an ... are seeking a high-performing business developmentand relationship managementprofessionalwith strong sales instincts and transactional acumen tobuild strategic partnerships with… more
- Zions Bancorporation (Fremont, CA)
- …on overseeing, leading, and directing a banking branch with regards to sales , operations, and corporate/regulatory compliance to meet assigned lending, deposit, and ... Functions:** + Oversees, leads, and directs a branch with regards to sales , operations, and corporate/regulatory compliance to meet assigned lending, deposit, and… more
- Deloitte (Costa Mesa, CA)
- …optimization, restructuring, business design and transformation, infrastructure and real estate , mergers and acquisitions (M&A), and sustainability. The team works ... clients as they assess JVs, Partnerships, Acquisitions, or potential sales . An IT S&D Manager is a self-starter who...of proposal pricing strategies + Identifying and developing add-on sales opportunities + Performing role of counselor and coach;… more
- Columbia Bank (Irvine, CA)
- …residential mortgage loans through solicitation and developing relationships with real estate professionals, builders, and other business referral sources. You will ... the bank that are primarily self-generated. + Oversee the outside sales and origination of self-generated residential mortgages.Customarily and regularly involved in… more
- Robert Half Accountemps (Fresno, CA)
- …corporate tax filings, ensuring compliance with applicable regulations. * Manage sales tax reporting and reconciliation processes. * Handle corporate tax return ... 2 years of accounting experience, preferably within the real estate or property industry. * Proficiency in handling corporate...industry. * Proficiency in handling corporate tax filings and sales tax reporting. * Strong knowledge of general ledger… more
- Insight Global (San Francisco, CA)
- …data stack to support a new program, the modernization of internal data estate and analytics. The successful candidates will work closely with the data foundation ... and sales teams to design, develop, and deploy automated data...Key Responsibilities: * Collaborate with the data foundation and sales teams to design, develop, and deploy automated data… more