- BlackRock (San Francisco, CA)
- …in the Americas to generate new and repeat business through proactive relationship management. + Develop and deepen client relationships, establishing strategic ... **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York...desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver… more
- Umpqua Bank (Walnut Creek, CA)
- …moderate-to-complex enterprises with revenues greater than $5 million. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. +… more
- WTW (Los Angeles, CA)
- …business + I would delete this one for GDPs: In collaboration with the lead client relationship manager , actively expands existing client relationships ... a ' Market Submission' document, containing in-depth information about a client 's business including claims information, the classes of business needing renewal… more
- PNC (Ontario, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will be based… more
- BMO Financial Group (San Diego, CA)
- …community involvement and participates in community activities. + Maintains a high-touch relationship with key market customers, prospects and centers of ... and earn their trust. + Addresses escalated sales or relationship management issues to retain the business and provides...influence within the market . + Reinforces sales processes and client … more
- Stanford Health Care (Palo Alto, CA)
- …benchmarking and audience studies) to inform customer targeting strategies. + Proven client credibility - strong relationship building and bridging competencies ... Care job.** **A Brief Overview** A front-facing marketing leader and relationship builder for key stakeholders ("clients") providing critical and informative input… more
- CDM Smith (Carlsbad, CA)
- …Consulting, Design, and EPC business development experience in industrial markets with demonstrated client relationship building in at least one of the following ... CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and...maintaining high value relationships with industrial clients * Growing market share by partnering with senior project managers and… more
- Capital One (Sacramento, CA)
- …be responsible for recruiting, onboarding, and training new sellers, and supporting those Relationship Managers. As a Local Market Leader (LML), you will report ... motivate and conduct joint work with their team of Relationship Managers. + Partner with other LMLs to ensure...regularly worked. Sales Territory: $155,000 - $155,000 for Sr Manager , Local Market Candidates hired to work… more
- Nuveen Investments (San Francisco, CA)
- …Adaptability, Asset Class Expertise, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Detail-Oriented, ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role...from liaising with clients (written and verbal) and communicating market views to creating and managing marketing collateral. The… more
- City National Bank (Newport Beach, CA)
- …to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, providing sound ... * MANAGER BRANCH II* WHAT IS THE OPPORTUNITY? Responsible...business and collect fees, maintaining balance of sales results, client profitability and relationship building; address risk… more