- Applied Materials (Santa Clara, CA)
- …(https://hrportal.ehr.com/applied/) . **Job Posting Title** - Service Business Unit Financial Analyst - B3 **Job Description Summary** Requires in-depth knowledge ... and experience. Uses best practices and knowledge of internal or external business issues to improve products or...associated risks **3.** Identify opportunities to improve near term financial performance and to focus on the strategic priorities… more
- PennyMac (Westlake Village, CA)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... facilitation, contractual and logistical process of bulk residential whole-loan purchases/ sales , servicing rights acquisitions/ sales as well as derivative… more
- City National Bank (Los Angeles, CA)
- …Responsibilities* * Providing support to Capital Market Front Office: FX & Interest Rate Sales & Trading * Maintain and manage daily tasks including but not limited ... their affiliated Line of Business * Provide advice to internal clients on the implications of business trends, issues,...Bachelor's Degree * Minimum 1-2 year of experience in financial services/ banking industry * Minimum 1-2 year of… more
- Public Consulting Group (Sacramento, CA)
- …and communicating with a wide range of audiences, both clients and internal to PCG. The consultant will work in a deadline-oriented, fast-paced environment, ... members. + Manages daily project functions and client interaction. + Participates in sales motions related to the practice. + Leads proposal writing teams, including… more
- BMO Financial Group (San Francisco, CA)
- …thinker with excellent communication skills and a passion for empowering sales teams and enhancing product offerings. Key Responsibilities: Product Development ... positioning. + Collaborate with subject matter experts in product development and sales teams, to ensure new products are seamlessly integrated into training… more
- BMO Financial Group (San Diego, CA)
- …/external stakeholder relationships, which may include regulators. + Works with internal stakeholders and colleagues to leverage sales , fulfillment, and ... the needs of BMO customers or prospects to provide sales and service in the best interests of the...Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business… more
- Covr Financial Technologies (San Francisco, CA)
- … Wholesaler position. This role is responsible for managing and building insurance sales within a territory of financial advisors. Advisors are from various ... Team. ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: + Advises financial advisors on sales concepts, insurance products, and underwriting.… more
- BMO Financial Group (Los Angeles, CA)
- …Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, ... execution of strategic initiatives to deliver on business and financial goals. + Helps determine business priorities and best...keep the process on track with timelines. + Tracks Internal reports and recommends improvements to sales … more
- Palo Alto Networks (Santa Clara, CA)
- …discounts and contractual terms, are obtained and clearly documented + Be a sales advocate and partner to internal organizations to understand contract ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more
- Lincoln Financial (Los Angeles, CA)
- …policies and procedures **What we're looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that directly aligns ... direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale... and Lincoln's product breath growth. + Collaborates with internal stakeholders to ensure the proper processing of all… more