- Whittier Trust (Menlo Park, CA)
- …experience in a similar role with a successful track record in new business development . Superior ability to identify and build relationships with qualified ... Whittier Trust is the oldest privately owned multi-family office...prospects and a proven outstanding business development track record Established network of… more
- Whittier Trust (Los Angeles, CA)
- …expected to participate in and contribute to the firm's growth through business development efforts. PRIMARY RESPONSIBILITIES Manage portfolios to achieve client ... Whittier Trust is the oldest privately owned multi-family office...presentations to clients, prospects and referral sources Participate in Business Development initiatives to achieve established goals… more
- Wealthfront (Palo Alto, CA)
- …and manage their money. We started with the ambition to transform the investment advisory business . By automating strategies typically reserved for the wealthy, ... looking for a Senior Product Manager to support the development of our Home Lending products. Prior mortgage industry...and presentation skills with an ability to quickly command trust and drive alignment with teammates, executives and partners.… more
- UpKeep (Los Angeles, CA)
- …AI, and hungry to transform a legacy industry-we're hiring! POSITION SUMMARY The Manager, Business Development is a frontline role that is tasked with developing ... across the world, we support remote-first work with deep investment in our LA HQ-where certain roles and leadership...lead generation strategy and a high performing team of Business Development Representatives to drive high quality… more
- City National Bank (Oxnard, CA)
- …prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and new clients to ... each client or prospect in conjunction with the strategic business development program. Identifies business ...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets… more
- Morgan Stanley (San Francisco, CA)
- …trends, and economic trends. DUTIES and RESPONSIBILITIES: Portfolio Management & Business Development : Makes asset allocation recommendations to the team ... Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The… more
- Charles Schwab Inc. (Newport Beach, CA)
- …role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to ... job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust , and deepen the client relationship by applying a focused client… more
- Bank of America (San Francisco, CA)
- …across a team of Financial Advisors, such as business management, business development , wealth planning, investment management, or relationship ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Coherent Corp. (Santa Clara, CA)
- …to Product Management/ Business Development on opportunities for new business that may require investment or new products/capabilities. Works closely with ... management. The Account Manager works closely with the product line managers and business development personnel when new products or capabilities are introduced,… more
- Edward Jones (Elk Grove, CA)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones...both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients… more
