- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …new leads and referrals resulting from field activity. + Work with Regional Account Manager to prepare sales proposals and presentations. + Update and maintain ... FINANCE INDUSTRY - ENTRY LEVEL REGIONAL SALES ASSOCIATE Dunham & Associates Holdings, Inc. and...(collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a direct… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific ... + Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources… more
- BrightView (Pleasanton, CA)
- …existing accounts are renewed each year + Coordinating and manage client service teams + Assisting Branch Manager in the performance of financial and ... meeting financial targets. This role will directly manage 3+ client service teams. You'd be responsible for:...procedures as issued by BrightView + Assisting the Branch Manager in the performance of sales tasks,… more
- ICF (Los Angeles, CA)
- …facilitate participation in energy efficiency programs in Southern California. The Account Manager will provide sales , account management, and field support for ... goals and establish repeat business through high quality customer service **Why you will love working here:** **Quality of...present weekly and monthly summary reports for the program manager , ICF leadership, and/or the client . +… more
- Bank of America (Stockton, CA)
- …**Responsibilities:** + Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk + Identifies ... Business Banking Relationship Manager Stockton, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- TIAA (Walnut Creek, CA)
- …Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity (wealth management). Candidates should possess ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for... leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets… more
- LinkedIn (San Francisco, CA)
- …As a Relationship Manager , you will lead the expansion of our client base and use your strategic social selling skills to educate prospective customers on ... determined by the business needs of the team. LinkedIn's Sales Solutions team is dedicated to changing the world...in an accessible location + Being accompanied by a service dog + Having a sign language interpreter present… more
- ICP Group (Thousand Oaks, CA)
- …Latin America, UK, Europe and the Asia Pacific region. ICP is seeking a Territory Sales Manager for Southern CA. You will be supporting our roofing and ... waterproofing brand. The Territory Sales Manager will facilitate, create and manage...meet company objectives. + Partner with Gardner-Gibson management and sales team to ensure the best possible service… more
- HSBC (Beverly Hills, CA)
- …to succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , and ... and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer...closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value… more
- BrightView (Murrieta, CA)
- …quality, cost-effective enhancement services to clients. EMs also support the Account Manager (s) in estimating, design and client meetings as needed as well ... client needs via regular communication with the Account Manager (s) + Managing all landscape enhancement services ,...in accordance with company guidelines + Assisting the Branch Manager in the performance of enhancement sales … more