- JPMorgan Chase (Los Angeles, CA)
- …in front of managers, clients and investors. + 6+ years of experience in investment sales , alternative investment due diligence, alternative ... investment banking capabilities of the firm. **About** **Global Alternative Investment Solutions** Global Alternative ...private credit and real estate + Proven experience in investment management sales ; experience within a capital… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- Principal Financial Group (San Francisco, CA)
- …+ Structured onboarding and mentorship with exposure to senior leaders and investment team members - across traditional and alternative investment ... goals. This is your chance to work collaboratively across with institutional sales , consultant relations, relationship management and investment professionals in… more
- Citigroup (San Francisco, CA)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
- Citigroup (Downey, CA)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
- Abbott (Alameda, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... professionals measure, track and analyze glucose levels. We are seeking a Senior Manager, FreeStyle Libre Ecosystem and Strategic Partnerships to drive the… more
- M&T Bank (Costa Mesa, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... of the client based on the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell the full array of financial… more
- Amazon (San Francisco, CA)
- …joining an AWS team focused on assessing the business benefits and Return on Investment (ROI) of migrating and running applications on AWS by engaging directly with ... applications in the cloud. You will collaborate with AWS sales teams to engage prospective customers to share best...HCLS customers * Prepare and present business reviews to senior management regarding progress and roadblocks on cost and… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific ... area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the...experience preferred. + Proven track record of partnership with investment bankers to provide strategic and capital market advice.… more
- IDEX (Rohnert Park, CA)
- …where you can make an impact. With interesting opportunities in engineering, marketing, sales , supply chain, operations, HR, finance, and more across more than 40 ... Product and Technology roadmap development and execution, NPD prioritization and investment in alignment with strategic plan. Ensure timely delivery of strategic… more