- LinkedIn (Mountain View, CA)
- …for growth within scope of responsibility and adjacent areas and drives strategy development with business partners. + Supports team members in operationalizing ... We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can...culture, connection, clarity, and the evolving needs of our business . _The work location of this role is hybrid,… more
- Lincoln Financial (Sacramento, CA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... develop and refine strategy and plan design for agents; aligning with business objectives. Company Owned Life Insurance * Manage administration of company-owned life… more
- Bank of America (El Segundo, CA)
- …+ Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- CIBC (San Francisco, CA)
- …Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with ... prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly… more
- Umpqua Bank (Walnut Creek, CA)
- …who can work within a team structure to manage a large book of business encompassing business development , financial planning, asset management, pipeline ... planner, investment advisor Representative, or wealth manager. + Strong marketing and business development skills, keeping the best interest of the client in… more
- Amazon (San Francisco, CA)
- …new strategic and data-driven businesses? Do you want to join Private Equity Business Development team to accelerate Generative AI outcomes across these ... companies? Join the Private Equity Business Development organization as Specialist for Generative...partner with account teams and specialists to enable those business initiatives. You will earn trust with… more
- Bank of America (Santa Barbara, CA)
- …+ Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Umpqua Bank (Irvine, CA)
- …planning and advanced investment management. + Primary role is to pursue business development opportunities, must be self-driven individual who excels at new ... for business . Together for better. **About the Role:** Pursues business development opportunities to establish, maintain, and build relationships with… more
- City National Bank (Los Angeles, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... associated with the operational aspects of client relationships and their business transactions. Monitors and maintains operations procedures for compliance to bank… more
- Deloitte (Sacramento, CA)
- …efficiencies or scale or reduce risk for our clients + Manage internal business development initiatives and sales opportunities, including the creation of ... artificial intelligence / machine learning, and other digital strategies + Manage the development of client deliverables or for internal business needs + Lead… more
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