- City National Bank (Los Angeles, CA)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- BMO Financial Group (Los Angeles, CA)
- …for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with ... lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. +...maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and… more
- Deloitte (San Francisco, CA)
- …across Deloitte businesses. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. ... You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. + As… more
- Steer (Los Angeles, CA)
- …to design and implement strategies for market entry, brand positioning, and client acquisition. + Act as an internal champion for airport commercial services, ... Lead business development efforts, including prospecting, proposal writing, and client presentations. + Build and expand relationships with airports,… more
- Deloitte (San Diego, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- …key industries in which we have excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure ... a wider international corporate practice. Clients include public and private companies across a broad range of matters including...We are also seeking candidates with good presentation and client handling skills, and a real desire to develop… more
- Cognizant (Sacramento, CA)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- CBRE (Sacramento, CA)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... and analytical abilities, with a commitment to delivering timely, reliable, and client -focused service. + Advanced understanding of financial terminology and… more
- CBRE (Sacramento, CA)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... engage corporate buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of corporate relationships aligned… more
- JPMorgan Chase (San Francisco, CA)
- …CFP + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with… more