- Citigroup (Downey, CA)
- …limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new clients through converting referral leads . Manage client follow-up and adhere to ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- CIBC (Newport Beach, CA)
- …as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... Cultivates relationships with referral sources and centers of influence to build the business ; identifies and develops new business opportunities. + Guide… more
- City of Long Beach (Long Beach, CA)
- …during a period of significant growth and transformation. Reporting directly to the City Manager , the Director will guide a team of more than 500 employees and ... operating and capital budgets. The ideal candidate will be a proven project manager , change agent, and trusted advisor who values transparency, inspires staff to be… more
- City National Bank (Los Angeles, CA)
- …* Completes all required training. * Develops a general knowledge of the business , regulatory and accounting and control environment in which City National Bank ... operates. * Keeps informed of new services, products and events that have a significant technology and business impact. * Keeps abreast of changes in the … more
- BMO Financial Group (Sacramento, CA)
- …management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new business (eg outbound ... Provides financial and investment planning and advice in collaboration with other...+ Implements business development strategies to acquire new business (eg outbound calling campaigns, conducting… more
- Comerica (San Diego, CA)
- …are customer focused, and drive for results.Position Responsibilities:Sales Management Achieve annual new business fee goals by formulating and coordinating a ... for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business… more
- Bank of America (Laguna Hills, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- BlackRock (San Francisco, CA)
- …searching for an exciting, challenging, multi-faceted opportunity with the world's largest asset manager ? We are seeking an attorney to serve as a member of ... attorney will provide legal support to key partners including product development, business operations, and portfolio management, and will also work closely with… more
- MUFG (Los Angeles, CA)
- …financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This ... subsidiary lending, designated customers will be complex relationships focusing on non- investment grade clients, customers with a large credit exposure, structured… more
- ICF (Los Angeles, CA)
- …identifying, qualifying, and supporting the pursuit of both recurring and new business opportunities. **Required Qualifications:** + Bachelor's Degree in ... Engineering (IE)/Owner's Engineering (IE/OE) team within the Energy Development and Investment practice area. Our work is focused on energy sector projects… more