- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit ... Financial Solutions and other departments. + Ensure that the program adheres to all broker- dealer and regulatory...implementing, and evaluating a business plan for the Investment Group . + Plan, implement and evaluate short and long-term… more
- Identiv (San Francisco, CA)
- …connected world through digital innovation. Trusted worldwide by an elite group of partners and innovative customers across diverse vertical markets-ranging from ... take delight in the journey while achieving solutions. Job Summary: The Regional Sales Manager , Northern CA reports to the National Sales Manager and is… more
- Lincoln Financial (Sacramento, CA)
- …#:** 75260 **The Role at a Glance** We are excited to bring on an **Account Manager ** to our Retirement Plan Services business line to work from home or partially in ... of a growing and evolving team. As an Account Manager , you will work closely with our Relationship Managers,...+ Free financial counseling, health coaching and employee assistance program + Tuition assistance program + Work… more
- Lincoln Financial (Sacramento, CA)
- …**The Role at a Glance** Lincoln has an opening for a **Relationship Manager ** who is passionate about helping plan sponsors and financial professionals deliver the ... best retirement plan experience possible. As a Relationship Manager , you will lead an experienced and dynamic service...+ Free financial counseling, health coaching and employee assistance program + Tuition assistance program + Work… more
- Marathon Petroleum Corporation (La Palma, CA)
- …and reports on key programs that support the delivery of the Direct Dealer business. Includes the management of program budgets, invoice processing and ... people, and fosters a collaborative team environment. POSITION SUMMARY: The Commercial Program Specialist role is an individual contributor and reports to the Direct… more
- Marathon Petroleum Corporation (Long Beach, CA)
- …a Territory Manager . The intern may travel to various customer offices or dealer gasoline locations with a Territory Manager , assist in prospecting for new ... skills, and be eager to gain hands-on experience in project/ program coordination. + Desired major and or minor -...Salt Lake City, Utah, San Antonio, Texas Education: Employee Group : Full time Employee Subgroup: Intern Marathon Petroleum Company… more
- OrePac Building Products (Sacramento, CA)
- …contribution. + Flexible Spending Account (FSA) available. + FREE Employee Assistance Program (EAP). + FREE life and Long-Term Disability (LTD) insurance. + ... sales enablement tools. Take an active training role with our Authorized Dealer Network, including training, following up on project/customer leads, and compiling… more
- JPMorgan Chase (Los Angeles, CA)
- …to, financial planning, goals-based investing, financial advisory at a broker- dealer , RIA and/or a private bank, affluent/high-net-worth solutions, and retirement ... & practice partners without daily contact with one's direct manager + Ability to comfortably use numbers to provide...start date. + Strong presentation skills in one-on-one and group meetings + Strong working knowledge of Microsoft Office… more
- Columbia Bank (Santa Rosa, CA)
- …and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a "hub" or "second floor" ... Other responsibilities as assigned. + Demonstrates compliance with all bank and broker/ dealer regulations for assigned job function as applied to designated job… more