- Cushman & Wakefield (Irvine, CA)
- …thorough understanding of overall business goals and strategies in order to ensure client satisfaction and identify opportunities to partner further. + Provide ... within respective territory. + Set and measure operational and financial goals for client accounts within respective...Build highly engaged, top talent workforce with focus on client needs, satisfaction and positive KPI results; Partner… more
- Citigroup (Los Angeles, CA)
- …Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner . The Banker SAFE Act is an internally and externally recognized ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial...experiences and skill sets of team members to maximize client effectiveness. + Build relationships/ partner with support… more
- City National Bank (Newport Beach, CA)
- … client relationships - generate new client relationships and deepen existing client relationships; provide senior support and act as a role model to lead ... client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship...senior management to develop a market sales strategy; partner with PBB SMEs and other divisions to win… more
- Scotiabank (San Francisco, CA)
- …responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising ... required to properly execute assignments. The complexity of clients' financial requirements combined with the highly competitive nature of...are very high as most work is presented to senior executives at client firms. Given the… more
- WTW (Los Angeles, CA)
- …health and welfare solutions to clients. **Performance Objectives:** ** Financial ** + Partner with Compliance & Audit senior colleagues to support the ... client deliverables to be reviewed and delivered by mid and senior level colleagues + You will partner with client service teams to become a trusted… more
- Disney Entertainment (Santa Monica, CA)
- …FP&A consultative work + Create and present insightful financial analysis for client stakeholders and senior Finance management + Oversee the development of ... with clients and stakeholders to provide business consultation and financial guidance that shapes client thinking and...quantitative and analytical skills combined with solid business and financial acumen + Ability to interact and partner… more
- Citigroup (Beverly Hills, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- Evolent (Sacramento, CA)
- …serve as a senior leader responsible for managing and growing key client relationships across Evolent's portfolio. This role is central to driving client ... and vendor management. **Performance Management** - maintain overall accountability for partner value and ROI performance of designated client partners.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated ... and experienced Senior Client Service Associate to join its...hires and serve as a technical resource within the Client Service team. + Partner with investment… more
- Evolent (Sacramento, CA)
- …primary finance partner to the Services leadership team, owning end-to-end financial performance and decision support. * Lead and develop a high-performing FP&A ... Client Finance, Talent, and other teams to align financial planning with business execution. * Synthesize complex ...Impact:** * Operate as a trusted SME and thought partner to Finance and Senior Leadership. *… more