- BMO Financial Group (Los Angeles, CA)
- …streamlined reporting. + Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and ... relationship management plan in collaboration with the lead relationship manager. + Determines client needs and...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.… more
- BMO Financial Group (San Francisco, CA)
- …strategy objectives.. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work ... risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of… more
- Cognizant (CA)
- …Lead Location: Midwest or West Coast Cognizant's seeking a Service Line Sales Specialist -Digital Operations to be actively involved in continuing to grow our Capital ... Markets accounts. In this role, the SLS will balance client /project responsibilities with business development and sales responsibilities including identifying,… more
- WTW (San Francisco, CA)
- …engagements. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal ... As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client … more
- City National Bank (Los Angeles, CA)
- …in order to develop effective data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in ... testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in...Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or… more
- JPMorgan Chase (San Francisco, CA)
- … driven framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex ... execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions)… more
- City National Bank (Los Angeles, CA)
- …in order to develop effective data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in ... of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, and/or… more
- City National Bank (Los Angeles, CA)
- …in order to develop effective data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in ... performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings,...Security Professional Or * CAMS - Certified Anti-Money Laundering Specialist Or * CFE - Certified Fraud Examiner Or… more
- Stantec (Irvine, CA)
- …expertise with regulatory permitting, and proven success in project and client management. This position requires extensive coordination with clients, resource ... Standardization (ISO)-certified Integrated Management System (IMS). - You will provide senior technical peer reviews and independent reviews relating to natural… more
- Fiserv (San Francisco, CA)
- …Corporate Sales Executive -Fintech do at Fiserv?** Build strategic relationships with senior leaders to acquire new clients across Fiserv products and solution ... our solutions portfolio to deliver differentiated customer value and understand the client 's business, goals, strategies, and industry trends. You will travel 60% of… more