- BMO Financial Group (Newport Beach, CA)
- We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging Middle Market Group. The ideal candidate has 10+ years of ... relationships with customers, COIs, and key stakeholders in these geographies. The Regional Manager will be responsible for the overall growth in market share within… more
- Bank of America (Beverly Hills, CA)
- …In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... Senior Banker - Beverly-Wilshire Financial Center Beverly Hills, California **To proceed with...where goals were met or exceeded. * Retail and/or sales experience in a salary plus incentive environment. *… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Essential Functions: + Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars. + ... subsidiaries (collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a...resulting from field activity. + Work with Regional Account Manager to prepare sales proposals and presentations.… more
- Palo Alto Networks (Santa Clara, CA)
- …and approving all non-standard pricing requests that reach the level of executive manager + Review will include financial analysis for gross margin, revenue ... involved in the agreement process (finance, legal, order management, etc.) on behalf of sales . Personally services as a trusted advisor to field sales … more
- UL, LLC (Culver City, CA)
- …input on customer needs, pain points, trends, etc. to product / service manager . + Maintains ongoing plan to prioritize portfolio of accounts and maintain ... + Serves as main point of client contact throughout sales cycle. + Specific to the customers current technology...assigned solution area. + Makes connections and builds trusted advisor status with relevant account owners. + Supports smooth… more
- Wolters Kluwer (Sacramento, CA)
- …understanding of CPA firms--specifically in the Audit space. You will report to the Manager , Field Sales Specialty - Tax & Accounting North America. **What ... dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering… more
- Fiserv (San Diego, CA)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... come make a difference at Fiserv. **Job Title** Relationship Manager **What does a successful Relationship Manager ...within an assigned geography. This includes prospecting, owning the sales representative role in RFPs, through to signing new… more
- BMO Financial Group (Modesto, CA)
- …relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. + ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...links customer to business partner experts based on key financial decisions. + Achieves results and meets sales… more
- ABM Industries (Los Angeles, CA)
- …and converting those opportunities into new business for ABM in line with assigned sales quota. The **National Account Manager , APS - Business & Industry (BNI)** ... product to existing and new clients. The National Account Manager , APS executes sales processes in alignment...clients outcomes are achieved, client experience is positive, ABM financial objectives are met, and sales opportunities… more
- City National Bank (Newport Beach, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... * MANAGER BRANCH II* WHAT IS THE OPPORTUNITY? Responsible...contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to… more