- BMO Financial Group (San Francisco, CA)
- …for new opportunities. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, ... portfolio and business needs. + Initiates contact with partners for new client sales . + Directly manages a diverse portfolio of private and middle market companies… more
- Lincoln Financial (Sacramento, CA)
- …someone inclined to leverage their IT Audit (and IT) expertise in an internal audit environment, while focusing on an in-depth review of IT systems, cybersecurity ... document and review the results of testing according to internal audit methodology. + Prepare detailed audit reports outlining...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Lincoln Financial (Sacramento, CA)
- …+ Serves as a resource to team members and applicable internal /external stakeholders on more complex assignments/projects for their assigned area(s) of ... program changes thoroughly to ensure accuracy. + Partners with internal stakeholders to ensure that systems are designed, developed...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Lincoln Financial (Sacramento, CA)
- …complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and ... and principles. + Serves as a technical resource to internal and external clients on the security data information...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Amazon (San Diego, CA)
- …work collaboratively to drive results by partnering with AWS customers, AWS field sales executives, and other internal stakeholders to empower our customers to ... provider. These opportunities range across industry verticals, such as Financial Services, Telecommunications, Media & Entertainment, Energy, Healthcare Life… more
- M&T Bank (Costa Mesa, CA)
- …None. **Education and Experience Required:** Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a ... Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of… more
- PNC (Corona, CA)
- …Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Client ... existing clients in a book of business to grow sales , revenue and market share with relevant sales...on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.… more
- BMO Financial Group (San Ramon, CA)
- …with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise to take products/product enhancements to ... customer insights analysis, and competitive intelligence to develop strategy to meet financial and growth plans. + Develops strategic roadmap and new initiative… more
- JPMorgan Chase (San Francisco, CA)
- …Banking or Insurance) + Strong desire to be a contributing member on a sales team + Strong understanding of financial concepts required, including being highly ... about building relationships, identifying growth opportunities for clients, and excelling in sales within the Commercial Real Estate sector? If so, the Commercial… more
- PNC (Los Angeles, CA)
- …master PNC's product set to excel in analytics, credit, relationship management, sales and financial modeling. Geographic flexibility is important to your ... the group by applying knowledge learned to drive business results (eg, deal, sales , or process support, internal or external customer interaction, or supporting… more