- Kestra Financial (Palo Alto, CA)
- …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and...Qualification Requirements + 2+ years of proven success in business development and sales. + Must be… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with ... the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial...management. + Support senior advisors in client acquisition and business development . + Participate in firm initiatives… more
- SMBC (Los Angeles, CA)
- …ideas, and options for the largest and most complex clients. Champions and leads business development efforts by developing a clear and holistic understanding of ... required terms. * Studies middle market industrial, economic and financial situations relating to new or existing business...or existing business as part of prudent business development and portfolio management disciplines. *… more
- KeyBank (Newport Beach, CA)
- …to others within the organization. Enables successful execution by embracing all business development processes and proactively identifies and communicates areas ... finance related experience A proven understanding of the importance of balancing business development and asset quality/risk management Demonstrated ability to… more
- City National Bank (San Francisco, CA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...and goal-oriented * A focus on sales and new business development * Masters Degree preferred *… more
- Walmart (San Bruno, CA)
- …the future of retail by identifying and solving critical problems for our business and members. This highly visible flagship product will have you defining and ... the needs of both customers and advertisers. You will lead product development from strategy to execution, collaborating with design, engineering, and business… more
- Wells Fargo (San Francisco, CA)
- …as Customer Relationship Management systems + Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, ... this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow...Management company wide strategies that significantly influence the organization's business and financial operations + Strategically lead… more
- IBM (San Francisco, CA)
- …engagement, deal registrations and incentive realization * Drive joint Go-To-Market campaigns, business development workshops to build and maintain pipeline on a ... generation ~3x of signing targets. * Be a trusted advisor to our clients, LCP to drive AWS migration...registrations and incentive realization * Drive joint Go-To-Market campaigns, business development workshops to build and maintain… more
- Bank of America (Beverly Hills, CA)
- …specialized functions across a team of Financial Advisors, such as business management, business development , wealth planning, investment management, or ... equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...of the following specialized functions: Wealth Planning, Investment Management, Business Development , Business Management and/or… more
- Cognizant (San Francisco, CA)
- …grow existing relationships. Closely collaborate with practice teams including pre-sales, business development , sales and delivery to deliver on cross-functional ... consulting experience in large professional services/IT consulting firms, including business development , management of client relationships and delivery… more