- Cherry Bekaert (Sacramento, CA)
- …structured environment with robust sales resources? At Cherry Bekaert, a leading assurance, tax , and advisory firm, we are expanding our Advisory practice due to ... our existing advisory practice leaders, and our audit and tax practice leaders to drive business development opportunities both...and build a clear go-to-market approach around FP&A Advisory services focused on meeting the needs of our middle… more
- Lincoln Financial (Los Angeles, CA)
- …looking for** _Must-Haves_ + 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities ... 74783 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve… more
- Bank of America (San Francisco, CA)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management +… more
- Banc of California (Menlo Park, CA)
- …BRING** + 10+ years of venture technology or life sciences banking and/or financial services experience is required + Bachelor's Degree and/or relevant work ... Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well… more
- Bank of America (San Francisco, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Wolters Kluwer (Sacramento, CA)
- …zones preferred _** **Wolters Kluwer** is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses ... with tools that streamline financial management and enhance compliance. We pride ourselves on...to our clients through cutting-edge technology and unparalleled customer service . As a **Field Sales Executive** - **Audit/Migrations** ;… more
- Hilton (Sacramento, CA)
- …of F&B Operations, you will lead strategic initiatives across ~150 Luxury and Full\- Service hotels\. Reporting to the SVP F&B Operations Americas\. **What will I be ... in the United States, Canada, and French\-Polynesian regions\. + Ensure quality, service , and guest satisfaction across all F&B functions\. + Implement best… more
- Lincoln Financial (Sacramento, CA)
- …benefits. If you are process driven and excel in customer service , collaboration, transformational leadership and enjoy inspiring career development, please read ... assigned area(s) of responsibility, assess impact, and collaborate with peers and senior management to incorporate new trends and developments in current and future… more
- Grant Thornton (Los Angeles, CA)
- …business objectives and utilize that knowledge on engagements + Research and analyze financial statements and audit and tax related issues utilizing electronic ... expense analysis. You will work alongside Partners, Managers, and Senior Executives as a member of the engagement team....licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant… more
- Banc of California (Santa Ana, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
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