- City National Bank (Commerce, CA)
- …of the economic environment and its impact on clients. * Personal & Business Financials - review financial statements to fully understand a client's ... I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for...They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's… more
- PNC (San Francisco, CA)
- … business development within the market(s), aligned with AMG's business and financial priorities. Oversees the recruitment/acquisition, onboarding, and ... needed to be successful in this position. **Preferred Skills** Book Of Business , Client Satisfaction, Customer Retentions, Financial Management, Financial … more
- Oracle (Sacramento, CA)
- …billing / invoicing, and integration upstream and downstream with sales and financial systems like Fusion Applications. We are in the process of re-designing ... this entire pipeline to match our growth and future business models, we need an Architect now to drive...technical leader with an established industry track record of success in leading large cloud scale projects. Specific responsibilities… more
- PNC (Temecula, CA)
- …feel respected, valued and have an opportunity to contribute to the company's success . As a Branch Manager within PNC's Retail organization, you will be based ... consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy… more
- WSP USA (Los Angeles, CA)
- … in leading large-scale planning programs and multidisciplinary teams. + Strong business acumen, strategic thinking, and financial management capabilities. + ... practice across the United States. Within WSP's Advisory & Planning Business Line, this role demands comprehensive leadership in transportation, urban, land-use,… more
- Wells Fargo (Los Angeles, CA)
- …Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth ... clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter...and services, so it's easier for clients to do business with us and for advisors to support their… more
- Ankura (Los Angeles, CA)
- …design, processes and technology; design and implement execution plans + Financial Planning & Analysis: Establish business partnership through strategic ... visualization tools (eg, Alteryx, Tableau, Power BI) + General knowledge of financial ERP systems, business intelligence technologies, and other finance… more
- Amazon (San Francisco, CA)
- …Deal Strategy and Programs (GDSP) team drives cloud adoption and business growth through innovative pricing strategies. The organization comprises two specialized ... Do you have an aptitude for analyzing opportunities and creating high-impact, innovative business deals? Can you take complex scenarios and simplify them down to the… more
- Edward Jones (Yucaipa, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together to help...client support team, and we credit much of our success to their unique experiences and professional backgrounds. We… more
- Edward Jones (Mountain View, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together to help...client support team, and we credit much of our success to their unique experiences and professional backgrounds. We… more