- City National Bank (Los Angeles, CA)
- …responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall relationship and is responsible for the ... continued profitable growth of the assigned portfolio through active calling efforts, service and referrals. Adeptly identifying and promoting solutions to customer… more
- BMO Financial Group (San Jose, CA)
- …industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key ... insights that inform corporate strategy. + Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored… more
- BMO Financial Group (San Francisco, CA)
- …Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations ... Series 6, 63, Life and Health** + Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. + Acts as the… more
- Intuit (Mountain View, CA)
- …to help the business grow: + Become an expert in understanding our portfolio health and ensure our portfolios are meeting risk adjusted expectations through in-depth ... for new lending growth opportunities + Develop best in class portfolio monitoring and risk identification tools **Responsibilities** + Strong business acumen… more
- Otsuka America Pharmaceutical Inc. (Sacramento, CA)
- …the assets of varying lifecycle stages in the relevant therapeutic area portfolio . This role is crucial in driving operational excellence and innovation within ... effectiveness within the GMA organization for the relevant therapeutic area portfolio + Collaborate with cross-functional teams to align global medical operations… more
- KeyBank (CA)
- …the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting ... the client or prospect's business through analysis of their management practices, portfolio dynamics, and business strategy, in the context of the current… more
- BMO Financial Group (Sacramento, CA)
- …that include credit, trust/investment and cash management. + Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, ... of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.… more
- Zions Bancorporation (Irvine, CA)
- …Manage client relationships from initial engagement through closing and ongoing portfolio management. + Conduct financial analysis and underwriting in partnership ... ensure smooth execution. + Support strategic initiatives to grow the ESOP lending portfolio and enhance market visibility. + Maintain a strong network within the… more
- Otsuka America Pharmaceutical Inc. (Sacramento, CA)
- …of US market access strategies and corresponding marketing materials for Otsuka's CNS portfolio of medicines in the United States. This individual will lead the ... evolution of the brand/ portfolio value proposition to US payer and channel customers....dismemberment, short-term and long-term disability insurance, tuition reimbursement, student loan assistance, a generous 401(k) match, flexible time off,… more
- CalSTRS (Sacramento, CA)
- …public school educators and their families. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling ... establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to maximize returns and… more