- Umpqua Bank (Irvine, CA)
- …executive level professionals. + Proven business development , relationship and portfolio management , private banking, and wealth management skills. + ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles,...management . + Primary role is to pursue business development opportunities, must be self-driven individual who excels at… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management + Emphasizes professional development , ... and families. This firm is known for delivering white-glove service across wealth management , financial planning, lending strategy, and family office services.… more
- Stanley Black and Decker (Fullerton, CA)
- **Sales and Marketing Development Program (SMDP) Sales Coordinator** **Make Your Mark. Shape Your Future.** It takes great people to achieve greatness. People ... and BLACK+DECKER(R) **What You'll Do** The Sales & Marketing Development Program (SMDP) offers a structured start...territory of Home Depot or Lowes accounts. Through the Management by Objectives (MBO) Process you will be responsible… more
- Stanley Black and Decker (Fullerton, CA)
- **Sales and Marketing Development Program (SMDP) Sales Coordinator** **Make Your Mark. Shape Your Future.** It takes great people to achieve greatness. People ... and BLACK+DECKER(R) **What You'll Do** The Sales & Marketing Development Program (SMDP) offers a structured start...within the organization such as sales, marketing, and product management , just to name a few. As a member… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of current ... Assistant Investment Officers and licensed representatives in client servicing, business development , retention, and portfolio management efforts. Assist clients… more
- JPMorgan Chase (Encino, CA)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- WTW (Los Angeles, CA)
- …and DC pension plans + Experience selling to other client types (not for profit, wealth ) a plus + Broad business development and leadership skills including: + ... sustainable growth in the US, growing relationships with existing investment and Health, Wealth and Career clients, and growing efficiently, with a strong eye for… more
- Stanley Black and Decker (Sacramento, CA)
- …to ensure servicing standards and leveraging store level relationships. Through the Management by Objectives (MBO) Process you will be responsible for several core ... create and sales plans to close sales gaps + Driving effective inventory management and retailer specific order writing with our retail partners and developing exit… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create ... company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on… more
- Parker Hannifin Corporation (Irvine, CA)
- …participating in professional associations. 11. Responsible for customer and internal Program Management Reviews. Qualifications: Bachelor's degree (BA) in ... , customer relationship management experience, and project and customer program management . - Thorough knowledge of company products and services,… more