- Deloitte (San Diego, CA)
- …tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address budgeting, billing, management, and engagement ... Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients...client . + Supervise the daily operations of your engagement teams and their delivery of compliance and consulting… more
- BMO Financial Group (San Francisco, CA)
- …to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. + Leads business development efforts by ... and compliance. + Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning… more
- Oracle (Sacramento, CA)
- …device-aligned products. This team bridges clinical practice, product strategy, and regulatory engineering to ensure patient safety, usability, and compliance across ... usability, and risk management processes. You'll collaborate across engineering, regulatory , and product leadership teams to align development activities with… more
- BMO Financial Group (Los Angeles, CA)
- …cross-selling, retention, and profitability. + Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into ... stakeholders. The RM will be responsible to drive new client acquisition and growth in market share in this...returns on a proactive basis. + Ensures adherence to regulatory requirements, internal controls, and compliance policies in all… more
- City National Bank (Beverly Hills, CA)
- …well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * It is ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- City National Bank (Santa Monica, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies… more
- Deloitte (Sacramento, CA)
- …Services to the client . + Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services. The Team At Deloitte ... market-leading experience? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around… more
- City National Bank (City Of Industry, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies… more
- Citigroup (Inglewood, CA)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** :… more
- Jacobs (Irvine, CA)
- …on air dispersion modeling in air permitting. You'll serve as a technical specialist and lead for our Air Permitting, Modeling, Monitoring, and Reporting team. Based ... Apply your technical experience to develop delivery strategies and develop client relationships while championing safety, quality, and the well-being of your… more