- Comerica (San Francisco, CA)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... Job Description Senior Wealth Advisor As a Senior ...part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit,… more
- BMO Financial Group (Los Angeles, CA)
- …of productivity against benchmarks. + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely ... input into business decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of… more
- City National Bank (Los Angeles, CA)
- …in client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance and coverage for ... *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is...and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively… more
- Grant Thornton (Los Angeles, CA)
- …and helping clients design and implement internal controls + Support engagement Manager and/or Senior Manager /Director in project management activities, ... As a Healthcare Process Risk Senior Associate, you will get the opportunity to...systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning,… more
- Citigroup (San Francisco, CA)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
- Citigroup (Downey, CA)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit ... *CREDIT OFFICER SENIOR - Power Project Finance * WHAT IS...* Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- Parsons Corporation (San Diego, CA)
- …engineering disciplines. Expedites distribution of action items following discussions/meetings with the client and Project Manager . Understands the client 's ... activity for the client and project management. + Acts as Project Manager 's deputy for certain activities, such as attending meetings in his/her absence, etc. +… more
- Capgemini (San Francisco, CA)
- …a strong impact on our organization. You will often serve as the on-site client manager , strengthening and expanding client relationships and leading ... new revenue sources. **YOUR ROLE** **Scope & Responsibilities** A Senior Consultant (SC) at Capgemini Invent is highly visible...pluses) + Ability to maintain a positive attitude, anticipate client and manager needs, and take proactive… more
- Zurich NA (Sacramento, CA)
- …role will be filled at the Risk Engineering Consultant (Mid- Senior ) or Senior Risk Engineering Consultant level. The hiring manager will determine the ... Risk Engineering Consultant Mid- Senior 125085 Zurich's Middle Markets Risk Engineering team...Unit. This role reports to the Regional Risk Engineering Manager . We are open to hiring talent in one… more