- BMO Financial Group (Newport Beach, CA)
- …to Boldly Grow the Good in business and life. Our Purpose informs our strategy , drives our ambition, and reinforces our commitments to progress: for a thriving ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- BMO Financial Group (San Francisco, CA)
- …solutions for the client . + Develops and executes the business development strategy , sales targets and the sales results for the assigned region. + Develops ... business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives,… more
- Cushman & Wakefield (Irvine, CA)
- …for a bundle of Occupier accounts within his/her respective territory. As a senior relationship manager for our clients, this individual will provide oversight ... Essential functions and responsibilities: + Responsible for driving a proactive strategy to expanding our relationship with clients, including but not limited… more
- BMO Financial Group (Los Angeles, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives,… more
- BMO Financial Group (San Francisco, CA)
- …research and data gathering to sales team to facilitate solution to the client 's/prospect's business and bank's exposure strategy objectives.. + Operates at a ... able to conduct quality analysis, address issues appropriately, balance client needs and risk appetite, collaborate expertly to arrive...Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in… more
- ADP (San Dimas, CA)
- …As a **Strategic Planning** partner, you will report to the DVP & General Manager of Compliance and Shared Services under Smart Compliance Solutions and be a trusted ... advisor and thought leader to senior leadership to assess, build, and lead strategic initiatives...build, and lead strategic initiatives that fuel transformational growth, client experience and innovative advancements for the Compliance and… more
- City National Bank (Los Angeles, CA)
- …the Bank's and our clients' exposure to potential fraudulent activities. The manager is responsible for evaluating industry, client and situational/threat trends ... is responsible for ongoing analytics and recommendations which are presented to senior executive management enterprise wide, and used to rapidly respond to emerging… more
- CVS Health (Sacramento, CA)
- …generation of service offerings. **About the Role** This role strikes a balance between strategy and execution. As Senior Manager , Diagnostic & Preventive ... We are growing our team and looking for a Senior Manager to help shape and deliver...help lead the development and execution of a portfolio strategy that expands Signify's Diagnostic & Preventive (DPS) in-home… more
- Robert Half-Robert Half Corporate (San Francisco, CA)
- …meet with comp shop hiring managers at assigned accounts. + Conduct high level client strategy meetings and quarterly business reviews, focused both at the ... BD VP will develop a deep understanding of the client 's specific needs throughout their organization and educate assigned...the account. + Generate new business by executing the strategy and goals set during acquisition. Each account will… more
- TD Bank (San Francisco, CA)
- …client follow-up requests + Creating presentation materials and actively participating in client discussions + Interacting with senior TD Cowen team members ... an exceptional grasp on accounting, valuation, finance, and business strategy . Specific qualifications include: + 5+ years of investment...provides professional level of expertise as part of a client team and liaises with clients at various levels… more