- Citigroup (Los Angeles, 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
- Bank of America (Los Angeles, CA)
- …the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in… more
- Citigroup (Sunnyvale, CA)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- 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
- 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