- Citigroup (San Francisco, CA)
- …objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across the global organization to drive ... Citi, the leading global bank, has approximately 200 million customer accounts...corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit,… more
- Anywhere Real Estate (Los Angeles, CA)
- …effectiveness and client satisfaction. Collect and analyze data from global affiliates. 7. **Legal, IP & Financial Coordination:** Collaborate with ... Servicing is a key relationship manager and strategic partner to Anywhere Brands global Client Groups (master franchisors and direct franchises). This role… more
- LiveRamp (San Francisco, CA)
- …as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and maintain strong, consultative client relationships to ... collaboration use cases-within organizations, between brands, and across its premier global network of top-quality partners.** **Hundreds of global innovators,… more
- Citigroup (Los Angeles, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... Citi Global Wealth brings together the full power of Citi...seek strategic advice regarding financial matters. + Build relationships with client families… more
- JPMorgan Chase (Los Angeles, CA)
- …Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive ... you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… more
- HUB International (San Rafael, CA)
- …of Global Retirement Partners, LLC, an SEC registered investment advisor , and is responsible for various RIA operational procedures and processes across ... **About Us** **:** Global Retirement Partners, LLC, a HUB International Company,...advisor teams + Compensation reporting + Editing of client Service Agreements + Client facing training… more
- Citigroup (Los Angeles, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... Citi Global Wealth brings together the full power of Citi to...seek strategic advice regarding financial matters. + Maintain full understanding of client … more
- CGI Technologies and Solutions, Inc. (San Francisco, CA)
- …* Client Relationship Management: Build and maintain relationships with C-level client executives, aiming to become their trusted advisor and ensuring ... on business development and delivery of consulting services, managing a sub-P&L, client relationships, and team members to ensure profitable growth. The ideal… more
- City National Bank (Beverly Hills, CA)
- …personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products and ... the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an...on clients. * Personal & Business Financials - review financial statements to fully understand a client 's… more
- Citigroup (Beverly Hills, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...specific client segments. + Keep abreast of financial industry developments and current global market… more