- TIAA (Walnut Creek, CA)
- …Related Skills Change Management , Client Financial Planning, Client Relationship Management , Communication, Data Analysis, Due Diligence, Executive Presence, ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep… more
- MUFG (Los Angeles, CA)
- …CDA (Credit Division of the Americas), relationship managers in GRM (Global Relationship Management ), and various product partners + Train and guide the ... experienced corporate finance professional, you will be part of the Portfolio Management Group (PMG) team supporting the EF lending business. Critical functions of… more
- Zions Bancorporation (Los Angeles, CA)
- …in business, finance or related field and 6+ yrs of banking, treasury/cash management , product sales, relationship management , lending or other directly ... of applicable regulatory requirements. + Strong sales, client product and relationship management skills. + Excellent influence, problem resolution, customer… more
- Zions Bancorporation (Walnut Creek, CA)
- …in business, finance or related field and 6+ years of banking, treasury/cash management , product sales, relationship management , lending or other directly ... of applicable regulatory requirements. + Strong sales, client product and relationship management skills. + Excellent influence, problem resolution, customer… more
- Edwards Lifesciences (Irvine, CA)
- …communication skills and interpersonal relationship skills including negotiating and relationship management skills with ability to drive achievement of ... negotiations with internal and external parties. Serve in an advisory role to management to provide direction and guidance to project teams to execute BU specific… more
- Robert Half-Robert Half Corporate (Irvine, CA)
- …beyond. + **Cutting edge tools for success.** We provide world-class training, client relationship management tools and advanced AI matching technology to help ... and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. +… more
- Principal Financial Group (San Francisco, CA)
- …your chance to work collaboratively across with institutional sales, consultant relations, relationship management and investment professionals in support of the ... This is an excellent opportunity to build a career in asset management distribution if you are interested in financial markets, investment capabilities and… more
- Edwards Lifesciences (Irvine, CA)
- …communication skills and interpersonal relationship skills including negotiating and relationship management skills with ability to drive achievement of ... projects, including integration design patterns, publish-subscribe, API design and management and exception handling/monitoring. With that, the overarching goal of… more
- US Bank (San Jose, CA)
- …and written communication skills - Demonstrated new business development and relationship management skills - Well-developed customer service/relations skills - ... activities. + Collaborate with internal partners such as Business Banking Relationship Managers, product management and customer service staff to ensure… more
- Amazon (CA)
- …to HIPAA regulations, and accurately document all interactions in the company's customer relationship management system. They should also be able to escalate ... Microsoft Office Suite Experience using electronic health records (EHR) or customer relationship management (CRM) systems Knowledge of HIPAA compliance and… more