- SMBC (Los Angeles, CA)
- …with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship Manager engages in executive-level client contacts to assess ... and deliver tailored banking insights and solutions. The position drives financial performance through profitable revenue growth and quality credit management.… more
- Fiserv (Sacramento, 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 ... deliver differentiated customer value and serve as a strategic advisor to your clients. **What you will do:** *...with a growing offering of physical, mental, emotional, and financial benefits from day one. * Maintain a healthy… more
- Bank of America (Beverly Hills, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- BMO Financial Group (Hayward, CA)
- …**_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO Senior ... partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a...to develop strong customer relationships, acts as client's trusted advisor and primary point of contact. + Proactively works… more
- City National Bank (Los Angeles, CA)
- … Advisors and licensed representatives of City National Securities. Provide training for Financial Advisors, Investment Relationship Officers, Assistant ... Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant Investment Officers and licensed… more
- SHI (Sacramento, CA)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... updated on the latest product information. + Provide product training and technical education to the sales team and...team and customers. + Act as a trusted IT advisor for customers, partnering with Field Account Executives. +… more
- Deloitte (Sacramento, CA)
- …matter expert role mentoring Core Risk Managers; and ii) developing artifacts, training and best practices for Core Risk Managers. Both functions are described ... various functions including sales, legal, finance and delivery to act as a strategic advisor to help optimize deal flow along with sales and contracting cycles. +… more
- Deloitte (Sacramento, CA)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... solver who wants to work with clients to figure out what lies behind the financial numbers? If so, Deloitte's Bankruptcy Accounting team could be the place for you!… more
- ADP (Irvine, CA)
- …a **Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you want a lasting ... to support you and your goals with continuous sales training and the latest technology to set you up...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- City National Bank (Los Angeles, CA)
- …risk management processes of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk management to identify, recommend ... fully justified and properly approved. * Acts as internal advisor /partner to CNB's line units regarding loan and credit...Practices, Code of Conduct, etc.). * Completes all required training and special projects as requested. WHAT DO YOU… more