- Nuveen Investments (Fresno, CA)
- …2 times per month). \#LI-KD2 Related Skills Business Development, Client Relationship Management, Collaboration, Data Analysis, Financial Modeling, Investment ... Financial Associate, Natural Capital The Financial ...Investments, Market/Industry Dynamics, Natural Capital Investments, Nuveen Products/Services Acumen, Relationship Management, Story Telling **Anticipated Posting End Date:** 2025-09-02… more
- Abbott (Temecula, CA)
- …and development, having developed category strategies in previous roles + Supplier relationship management + Financial Acumen a plus + Project management ... Measures and track supplier performance, resolves conflicts, and uses supplier relationship management (SRM) to strengthen partnerships. + Seek, develop and… more
- Amazon (San Francisco, CA)
- …thrives in ambiguity. The ideal candidate will have experience with relationship building, financial analysis/modeling, designing creative deal structures, and ... and web services from sourcing to go-to-market. This includes driving financial modeling, legal reviews, co-marketing discussions, and appropriate internal reporting… more
- US Bank (Irvine, CA)
- …Description** Supports Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers with financial analysis and loan monitoring. ... reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial statements, tax returns,… more
- City National Bank (Los Angeles, CA)
- …initiative to respond to past dues based on information provided by the Relationship Manager. * Performs quarterly financial reviews of client's financial ... assists the Credit Officers and Credit Analysts in research, credit structuring, financial analysis, etc. for complex accounts. * Responds to questions or inquiries… more
- 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 ... a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936,...and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed… more
- City National Bank (Los Angeles, CA)
- …* Resolves complaints, problems and/or issues on all size relationships to avoid financial /key relationship loss to the Bank. Takes appropriate action to prevent ... service, operational integrity and regulatory compliance. Provides support to Relationship Managers in business development and portfolio management. This position… more
- Amazon (San Francisco, CA)
- …thrives in ambiguity. The ideal candidate will have experience with relationship building, financial analysis/modeling, designing creative deal structures, and ... and web services from sourcing to go-to-market. This includes driving financial modeling, legal reviews, co-marketing discussions, and appropriate internal reporting… more
- Charles Schwab (Irvine, CA)
- …of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with ... responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the… more
- Cushman & Wakefield (Walnut Creek, CA)
- …Proficiency 3. Problem Solving/Analysis 4. Leadership 5. Teamwork Orientation 6. Relationship Management 7. Financial Management IMPORTANT EDUCATION * Bachelors ... Prepare, review, and give initial approval and as needed all budgets, financial reports (monthly and quarterly), contracts, expenditures and purchase orders related… more