- VaynerMedia (Los Angeles, CA)
- …as a strategic partner to our clients providing assessment of the client 's current social and digital proficiencies and areas for improvement. Our VP's are ... + Evaluate/approve all recommendations and presentations before sending to client + Delegate work effectively to, not only teach...client advisor for multiple clients within the agency portfolio What You've Got: + A minimum 10-15+ years… more
- City National Bank (Santa Monica, CA)
- …new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ... client segments and expand relationships to become our client 's main bank option. * Manage a portfolio...client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship… more
- Bank of America (Monterey, CA)
- …+ Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Chico, CA)
- …+ Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Norstella (Sacramento, CA)
- …healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major ... therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients,...data validation requests in accordance with MMIT standards and client practices. As an EADE Specialist, this role preserves… more
- Norstella (Sacramento, CA)
- …healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major ... therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients,...as a resource to our Data Operations, Product and Client Managementteams. This role acts as the pharmacy and… more
- JPMorgan Chase (Upland, CA)
- …Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- BlackRock (San Francisco, CA)
- …share knowledge relating to Aladdin models, functionality, workflows, and market best-practices + Partner with the client , as well as Aladdin Product Managers, ... real time. The Aladdin platform combines risk analytics with portfolio management, trading, compliance, and operations tools on a...to be their trusted consultant, problem solver, and business partner - and to take full advantage of Aladdin.… more
- Bank of America (San Jose, CA)
- …address client needs and deliver solutions **Skills:** + Business Development + Client Investments Management + Portfolio Analysis + Portfolio Management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Norstella (Sacramento, CA)
- …healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major ... of how payers cover therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients, and with expert teams of… more