- City National Bank (San Francisco, CA)
- …and executing strategies for wealth management products and programs, aligning with client needs and market trends, while ensuring competitive advantage and driving ... and responsibilities will span across all Wealth businesses - City National Securities, Trust , CNB Wealth Management and City National Rochdale. *WHAT WILL YOU DO?*… more
- City National Bank (Newport Beach, CA)
- …all functions of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may be accomplished through active calling ... the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy by referring new… more
- LiveRamp (San Francisco, CA)
- …with unmatched clarity and context while protecting precious brand and consumer trust . LiveRamp offers complete flexibility to collaborate wherever data lives to ... best practices that level up our broader team. **Responsibilities:** **Technical Client Solutions Management** + Lead the end-to-end onboarding and technical… more
- Citigroup (Los Angeles, CA)
- …businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Bank of America (Newport Beach, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM)… more
- Bank of America (Monterey, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access… more
- ADP (San Dimas, CA)
- …service engagements through strategic analysis and product demonstrations. Drive client retention, deep system utilization and revenue by identifying, developing ... Account Managers, Project Managers and Resource Managers to align with strategic client needs. + Develop relationships by building rapport with the user community… more
- Grant Thornton (San Francisco, CA)
- …and managing staff. Works closely with partners and staff on client management, practice development, and business development. Responsible for an assigned ... support defensible conclusions on complex engagement needs. + Run client engagements from start to finish, which includes planning,...we believe in making business more personal and building trust into every result - for our clients and… more
- Bank of America (Beverly Hills, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access… more
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a… more