- Bank of America (Beverly Hills, CA)
- …Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank ... * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification… more
- ABM Industries (Tustin, CA)
- **Overview** **ABM** is seeking **Regional Engineering Business Development Managers** based in ** Los Angeles, CA Territory.** This role acts as the engineering ... a seasoned Facilities Engineer who has an aptitude for business development and is seeking an improved...the prospect. + Collaborate with operations for strategic & financial planning and execution. + Assist in contract negotiation… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …at weekly meetings. + Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales ... and Responsibilities:** + Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory. + Identify,… more
- Intuit (Mountain View, CA)
- …lending and banking. The US SBSEG Finance team is critical in driving business growth and profitability through strategic, financial and operational leadership. ... Services Finance team as a Finance Leader (internal title will be Staff Financial Analyst) partnering with the Workforce Solutions business segment. You will… more
- Charles Schwab (Irvine, CA)
- …will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. As a Financial Consultant Partner (FCP), you ... your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all… more
- Kyndryl (Sacramento, CA)
- …growth + Support the identification, pursuit and conversion of a pipeline of business development opportunities + Undertake scoping and fee negotiation on ... growth and managing margins + Experience of managing or supporting high-value business development activities with senior stakeholders + Sound personal brand… more
- Robert Half Finance & Accounting (Tustin, CA)
- …and insightful financial analysis and reporting. * Provide strategic financial input and analysis to support business initiatives including investments, ... identify trends, and recommend actionable improvements. * Oversee the development and enhancement of financial models, tools,... models, tools, and processes to scale with the business . * Drive continuous improvement in financial … more
- City National Bank (Beverly Hills, CA)
- …Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team ... in the development of HNW and UHNW client facing materials in...and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU… more
- Deloitte (Sacramento, CA)
- Position Summary Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing ... however, is in the understanding and application of engagement business and financial processes both to individual...and risk management + Contribute to the growth and development of the overall GPS EFA Practice through active… more
- City National Bank (Los Angeles, CA)
- … Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college ... escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning,...and initiatives focused on growth and efficiency * Develops business , financial and analytical skills needed for… more