- Principal Financial Group (Modesto, CA)
- **What You'll Do** The **New Business Consultant ** is instrumental to the success of regional sales offices by building partnerships with our financial ... professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact… more
- City National Bank (Los Angeles, CA)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... *INVESTMENT CONSULTANT * WHAT IS THE OPPORTUNITY? Expand and deepen...issues (aka "continual learner") and the ability to apply principal techniques of portfolio management , along with… more
- American Water (Rosemead, CA)
- …and champion projects through internal and external processes. * Assist with asset valuation studies and financial analysis and operational viability studies of ... the ability to learn the same. * Strong skills with Customer Relationship Management platforms (like Salesforce), or the ability to learn quickly * Critical… more
- Principal Financial Group (Bakersfield, CA)
- …**Investment Code of Ethics** For Principal Asset Management ... Custody Customer Care team, the role of **Relationship Manager -** ** Principal Custody Solutions** develops lasting relationships with advisors, plan sponsors,… more
- Vertafore (CA)
- …pour joindre notre equipe de vente Responsabilites: + Servir de point de contact principal pour toutes les questions de gestion des comptes clients + Construire et ... et de developper les opportunites al'interieur du territoire + Agit comme Consultant au niveau des solutions pour les nouveaux clients durant le processus… more
- Zions Bancorporation (Irvine, CA)
- …companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by _American ... the Bank achieve its goal of proactive problem credit management . The Bank strives to rehabilitate problem credits wherever...C and I business loans, Revolving Line of Credit, Asset Based Loans, etc. This group does not handle… more