- Citigroup (Beverly Hills, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Bank of America (San Francisco, CA)
- …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... Private Wealth Relationship Manager (FP) San Francisco, California...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- Citigroup (San Francisco, CA)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... will be expected to: + Function as the primary client contact and trusted investment advisor for...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- AECOM (Los Angeles, CA)
- …Cultivate and expand key relationships with senior executives at global client organizations, establishing yourself as a trusted advisor . This position ... in management consulting or professional services, with a significant portion in a senior client facing account management role focused on global accounts… more
- SAP (Palo Alto, CA)
- …investment as well as customer resource capacity for innovation. **THE ROLE** As Senior Client Delivery Manager (CDM) we are looking for an accomplished ... S/4HANA on their path to the Intelligent Enterprise. The Senior Client Delivery Manager (CDM) acts as...Manager (CDM) acts as a trusted technical & Delivery advisor in the safeguarding and optimization of customer investments… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
- KeyBank (Newport Beach, CA)
- …**Job Description - Senior Relationship Manager, IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects ... deepening existing client relationships. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the … more
- Deloitte (Costa Mesa, CA)
- …As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... Mergers and Acquisitions IT Diligence Senior Consultant Our Deloitte Strategy & Transactions team...for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's… more
- Ensono (Los Angeles, CA)
- …and enhanced customer experience. + **Relationship Management:** + Establish trusted advisor relationships with client stakeholders, from IT to business ... Data Services, Senior Sales ExecutiveRemote - United StatesJR012089 At Ensono,...at Ensono, you will be responsible for driving new client acquisitions and collaborating with account executives to expand… more
- Deloitte (San Diego, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more