- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications.… more
- Cardinal Health (Sacramento, CA)
- …performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for ... positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team… more
- BMO Financial Group (San Diego, CA)
- …sustain consistent service to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and implementing ... and earn their trust. + Addresses escalated sales or relationship management issues to retain the business and provides...to resolve the issue for the benefit of the client . + Reviews and continually monitors performance of existing… more
- Fiserv (Sacramento, CA)
- …products to deliver value and grow market penetration. + Develop new client relationship opportunities for Product Domain solutions within assigned target ... ability to build and sustain relationships at a very senior level with clients, gaining trusted advisor ...very senior level with clients, gaining trusted advisor status. + Experience in technology software or services… more
- WSP USA (Irvine, CA)
- …proposition are developed and continuously improved. + Conduct needs analyses and client value surveys to align the engineering discipline's function with business ... high level strategic advice to clients. + Develop a client base for providing high level plumbing engineering services...professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …craft and execute personalized wealth strategies. Key Responsibilities + Lead client relationship management, including financial planning, investment strategy, ... boutique financial advisory firm is seeking an experienced and client -focused Planner to join its growing team. This role...growing team. This role is ideal for a experienced advisor who thrives in a collaborative, service-oriented environment and… more
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …achieve revenue growth targets * Leverage a strong personal network to establish and deepen client relationships * Act as a trusted advisor to client ... role is designed for a sales-driven leader with a passion for building client relationships, driving revenue growth, and leading high-performing teams. This role is… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? The Risk Strategy Manager will serve as trusted advisor , confidential thought partner, and act as sounding board to the Executive, Head ... FLoD IT Risk routines to ensure appropriate oversight, monitoring and escalation to senior leadership / CIO as needed for efficient risk management. In addition,… more
- TEKsystems (Agoura Hills, CA)
- …* Customize the recruitment process to align with the specific needs of each client . * Partner directly with senior executives, business leaders, and technical ... current and future needs. * Serve as a trusted advisor to senior leadership, providing market intelligence,...relationship management skills with proven ability to influence senior stakeholders. * High degree of business acumen, strategic… more