- Citigroup (Palo Alto, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Wells Fargo (Woodland Hills, CA)
- …Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform ... within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
- Rincon Consultants (Los Angeles, CA)
- …statewide strategy for utilities services. + Cultivate and sustain senior -level client relationships, positioning Rincon as a trusted advisor . + Lead ... Mentor senior staff on business strategy, technical leadership, and client management. + Lead succession planning to ensure long-term practice sustainability.… more
- WSP USA (Los Angeles, CA)
- …planning, cost estimation, economics and finance, organization management, and public- private partnerships governance to identify opportunities, build client ... compliance professionals, land use planners, and grant funding experts to bring client opportunities to market, execute joint development agreements and real estate… more
- City National Bank (Los Angeles, CA)
- * SENIOR CREDIT RISK REVIEW OFFICER* WHAT IS THE...desired, along with understanding of high net worth and private client lending and retail loan products. ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- BMO Financial Group (Los Angeles, CA)
- …client needs and maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with… more
- Steer (Los Angeles, CA)
- …with responsibility for identifying opportunities and driving growth. + Partner with senior leadership to design and implement strategies for market entry, brand ... positioning, and client acquisition. + Act as an internal champion for...industry partners. + Position the firm as a trusted advisor by contributing to thought leadership, presenting at conferences,… more
- CBRE (Sacramento, CA)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of...CRM and internal dashboards with outreach, deal status, and client feedback. + Provide transparent reporting to senior… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …is designed for a sales-driven leader with a passion for building client relationships, driving revenue growth, and leading high-performing teams. You will own ... development, expand market share, and deliver IT solutions that help private sector, local government, and educational institutions operate more efficiently. This… more
- Providence (Irvine, CA)
- …general legal services and overseeing specific projects under the guidance of Senior Corporate Counsel and Corporate Counsel. This role involves offering legal ... affecting hospital and physician requirements and ensure timely responses to client needs, with strong teamwork skills being essential. **What You'll Do:**… more