- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies… more
- Lightsource bp (San Francisco, CA)
- …willingness to learn intricacies of various US markets. * Excellent relationship & stakeholder management skills, including conflict management, managing team ... salary, we offer a variety of benefits including annual bonus, retention bank , health insurance, pension and other local benefits. Be inspired Beyond your… more
- Ross Stores, Inc. (Long Beach, CA)
- …**Administrative Duties as Assigned by Store Manager:** + Ensures Cash pulls and bank deposits are conducted to Company policy\. + Responsible for Front End control ... following material job duties may have a direct, adverse and negative relationship potentially resulting in the withdrawal of the conditional offer of employment:… more
- Huron Consulting Group (Los Angeles, CA)
- …with internal senior leadership and managing the day-to-day contact and relationship with the client. Specific responsibilities include: * Lead problem structuring, ... employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing… more
- Fiserv (Sunnyvale, CA)
- …you swipe your credit card, pay through a mobile app, or withdraw money from the bank , we're involved. If you want to make an impact on a global scale, come make ... skills, leading with authority while influencing other + Excellent relationship building skills: written and verbal communication, collaboration and team… more
- Fiserv (Los Angeles, CA)
- …you swipe your credit card, pay through a mobile app, or withdraw money from the bank , we're involved. If you want to make an impact on a global scale, come make ... manage, track, and precisely forecast revenue opportunities in a customer relationship management system, maintaining CRM discipline. + Effectively present value to… more
- Principal Financial Group (Walnut Creek, CA)
- …**Associate** **Director of Account Management** will lead a team of Client Relationship Consultants in our Group Benefits space. This is a leadership development ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- Lincoln Financial (Sacramento, CA)
- …to lead and manage team projects through successful completion. + Strong relationship management skills with internal clients (eg management, peers and colleagues) ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Fiserv (San Diego, CA)
- …you swipe your credit card, pay through a mobile app, or withdraw money from the bank , we're involved. If you want to make an impact on a global scale, come make ... experience. 3+ years of sales experience, particularly in consultative and relationship -driven roles. Proven ability to design strategies that drive pipeline… more
- SitusAMC (San Francisco, CA)
- …banks, private equity investors, pension funds, secondary market guarantors, non- bank mortgage originators and servicers, among others. Preferred locations are ... prioritize high-level opportunities. Track sales activities, pipeline progression, and relationship mapping via CRM tools (eg, Salesforce). + **Continuous… more