- BMO Financial Group (Sacramento, CA)
- …an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including ... all areas of the firm and transitioning them into sales . + Provides deal structuring expertise and additional expertise...with specialists as needed to support successful syndication and sales . + Reinforces sales process and client… more
- The Hartford (San Francisco, CA)
- Managing Director - UQ06CB We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... and their brokers to communicate the benefits of our products. We are seeking a Managing Director with expertise in strategic investments and a deep passion for… more
- JPMorgan Chase (San Francisco, CA)
- **Market Executive, Managing Director - Innovation Economy Technology, Middle Market Banking** You are customer focused, enjoy building relationships, leading ... internal networks and resources + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor + Management experience in a… more
- JPMorgan Chase (San Francisco, CA)
- …addition, the Market Executive partners closely with credit underwriting, treasury sales , client service, an administrative assistant, and other functional areas ... internal networks and resources + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor + Management experience in a… more
- Citigroup (San Francisco, CA)
- …end goal of surfacing new commercial opportunities and improving client outcomes. ** Institutional Wealth Sales :** In partnership with coverage and product ... stakeholders, the team is responsible for driving sales into the Institutional Wealth segment. Key Institutional Wealth sales focus includes: +… more
- Nuveen Investments (San Francisco, CA)
- …comingled strategies and sub-advisory mandates for both retail and institutional clients, including Nuveen's parent company, TIAA-CREF. **Key Responsibilities and ... short perspective + Actively monitor investments and taking predictive approach to managing risk exposures + Perform ESG analysis and monitoring for portfolio… more
- JPMorgan Chase (Westlake Village, CA)
- …Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, ... part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- Citigroup (San Francisco, CA)
- …the entire process, ensuring the proper application of policies and institutional processes + Ensures compliance with regulatory requirements and Citi's policies ... regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 15+… more
- The Hartford (San Francisco, CA)
- …they are being developed, while growing Y-Risk business and will report to the Managing Director . This team will deliver underwriting solution expertise and 360⁰ ... emerging technologies. This team will leverage The Hartford's deep institutional knowledge and resources through collaboration and transparency by focusing… more
- CBRE (Los Angeles, CA)
- …prepare market value appraisals on complex real estate assets with review by a Managing Director or Senior Managing Director . You'll perform ... collecting, verifying, and analyzing data regarding inventory of competitive properties, sales and listings, vacancies and offerings, and more. + Prepare appraisal… more