- City National Bank (San Francisco, CA)
- …and accountability. * Directly manage, develop, and deepen engagement with select client coverage within the portfolio across entertainment and sports related ... Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic… more
- Zones LLC (Los Angeles, CA)
- …a deep understanding of the client 's business. + Become a proactive and trusted client partner with the aim of establishing Zones as an extension of the ... an unmatched supply chain. Positioned to be the IT partner you need, Zones, a Minority Business Enterprise (MBE)...Operating in more than 120 countries, leveraging a robust portfolio , and utilizing the highest certification levels from key… more
- Bank of America (San Francisco, CA)
- …and healthcare payers. The TSO will be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy ... for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global… more
- Palo Alto Networks (Santa Clara, CA)
- …Palo Alto Networks(R) everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a ... significantly accelerate revenue growth, optimize resource leverage, and achieve exceptional portfolio sales outcomes for our largest enterprise clients. We are… more
- City National Bank (Los Angeles, CA)
- …Analyzes prospective investment Fund transactions and assessment of General Partner . Prepares credit analysis and provides opinions and recommendations regarding ... and aggregated budget. * Work includes post approval Investment Closing, Portfolio Management and monitoring Fund performance. * Responsible for due diligence… more
- KeyBank (Newport Beach, CA)
- …climate, and then crafting value-added solutions, ideas and advice. Viewed by the client as a valued business partner (financial strategist). Provides the ... the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting… more
- The Cigna Group (Walnut Creek, CA)
- …needs. + Portfolio Management: Drive growth, earnings and retention across your client portfolio , meeting targets for both new business and renewals. Work to ... them to the right team for problem-solving. + Channel Management: Manage key partner relationships to ensure client budgets align with reality, holding internal… more
- City National Bank (Beverly Hills, CA)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- Cushman & Wakefield (Irvine, CA)
- …thorough understanding of overall business goals and strategies in order to ensure client satisfaction and identify opportunities to partner further. + Provide ... -first culture: + Build highly engaged, top talent workforce with focus on client needs, satisfaction and positive KPI results; Partner with service line… more
- Citizens (Los Angeles, CA)
- …modifications as the credit expert within the first line of defense. + Provides client management support for assigned portfolio . + Direct client interaction ... regulatory requirements. + Demonstrated experience managing a moderately complex credit portfolio , including direct client interaction and issue resolution. +… more