- CalSTRS (Sacramento, CA)
- …team. The Collaborative Strategies Portfolio provides flexibility for the CalSTRS investment team to pursue new and/or compelling strategies that align with ... independence and discretionary judgment. The incumbent serves as a key investment professional assisting with the strategic management, performance optimization, and… more
- Educational Testing Service (Sacramento, CA)
- …progress worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities ... management. The position will be part of the Corporate Development team and will work with Business ...and its business units via external strategic business partnerships, and investment transactions. The successful… more
- Navy Federal Credit Union (Vacaville, CA)
- …broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- CIBC (San Francisco, CA)
- …Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business ... in client events: Actively participate in client-focused events to enhance business development efforts and strengthen relationships. + Collaborate effectively:… more
- City National Bank (Los Angeles, CA)
- …verbal, and written communication skills * Initiates relationships with clients whose trust , investment , and lending needs require a consistently strong ... services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability… more
- Crane Aerospace & Electronics (Auburn, CA)
- …and Auburn site including Sr. Controller, Quality Manager, Director of Human Resources, Business Director, Director of Business Development , Director of ... in Elyria and Auburn, this role must elicit personal trust and confidence from both internal and external customers...of Operations shall enable profitable growth for a complex business through development and deployment of a… more
- BlackRock (San Francisco, CA)
- …or proficiency in public markets assets and across a wide range of investment vehicles (exchange traded funds, commingled trust funds, separate accounts, and ... **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail… more
- Bank of America (Carmel, CA)
- …managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher ... + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development . + Achieved… more
- Microsoft Corporation (San Francisco, CA)
- …the market, source deals, build relationships with top-tier investors, support the investment processes and due diligence, and assist our portfolio companies as a ... member of the investment team. We place a premium on diversity of...We value accountability, continuous learning, inclusivity, teamwork, transparency, and trust . At M12, we value diversity and welcome new… more
- Bank of America (San Jose, CA)
- …specialists and partners to address client needs and deliver solutions **Skills:** + Business Development + Client Investments Management + Portfolio Analysis + ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment… more