- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This ... the business that describe how to improve their revenue, profitability, or client satisfaction through enabling technology. * Identify KPI's and produce insightful… more
- AECOM (Sacramento, CA)
- …+ Establish and maintain effective working relationships and communications with client staff, project consultants, private contractors, employees, and the ... energy, transportation and buildings. Our teams partner with public- and private -sector clients to create innovative, sustainable and resilient solutions throughout… more
- AECOM (Sacramento, CA)
- …Establish and maintain effective working relationships and communications with client staff, project consultants, private contractors **Qualifications** ... energy, transportation and buildings. Our teams partner with public- and private -sector clients to create innovative, sustainable and resilient solutions throughout… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... culture driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group,… more
- Marriott (Chula Vista, CA)
- …property food and beverage outlets and lounges by managing and coordinating restaurant private events. Assists in the creation of private event Restaurant sales ... goals. Develops leads, up-sell events, and book restaurant private event functions. Works with clients and stakeholders within the parameters of established… more
- Manulife (CA)
- …+ Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. + Maintain and build client relationships by providing ... products, capital market intelligence, practice management advice and above all, outstanding client service. + Conduct a robust schedule of client -facing… more
- Sedgwick (Sacramento, CA)
- …for settlements/redemptions. + Gathers/documents additional information and coordinates with client designees. + Requests legal/ private investigation; assigns to ... counsel performance. + Responds to plaintiff's counsel, union, employee, or client requests. + Identifies issues and formulates defense strategy. +… more
- Grant Thornton (San Jose, CA)
- …across our private equity teams, with a focus on strategic client engagement, portfolio company interaction, and deal execution excellence. Your Day-to-Day May ... 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax and audit...Managers, Directors, and senior leaders on best practices in client and stakeholder engagement. + Develop onboarding programs for… more
- Wellington (San Francisco, CA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western... solutions across **equities, fixed income, hedge funds, and private markets** . Our clients include some of the… more
- The County of Los Angeles (Los Angeles, CA)
- …solutions on how to creatively address them. Serves as an advocate for client /patient access to County and community resources and services. Assists in planning, ... employment. Carries a caseload that includes the more complicated client /patient assignments as needed. Requirements Minimum Requirements TRAINING AND EXPERIENCE:… more
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