- JPMorgan Chase (Palo Alto, CA)
- …derivative-based transactions, and exchange funds) will also be a plus. As a Vice -President, Wealth Planner within JP Morgan Wealth Management, you will need a deep ... understanding of tax and trust & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a… more
- JPMorgan Chase (Temple City, CA)
- …+ Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business ... If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be… more
- Oracle (Sacramento, CA)
- …Overall responsibility for the regions sales, third party alliances, and customer satisfaction. Develops and implements a comprehensive strategy that maximizes ... Oracle's opportunities across all products and product lines. **Responsibilities** Manages and develops a team of sales representatives including recruiting, hiring, and training new reps on the Oracle sales process. May manage a Regional Manager or Branch… more
- BMO Financial Group (Sherman Oaks, CA)
- …+ 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with ... sales metrics is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + If a Credit Qualifiable role, Credit Qualifications and associated… more
- BMO Financial Group (Sacramento, CA)
- …+ 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with ... sales metrics is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + If a Credit Qualifiable role, Credit Qualifications and associated… more
- BMO Financial Group (Sacramento, CA)
- …+ Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. + Bachelor's degree ... required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the… more
- NBC Universal (Universal City, CA)
- …include, but are not limited to: + Strategic HR Leadership: Act as key trusted advisor to business leaders, driving organizational change, building strong ... NBCUniversal is one of the world's leading media and entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our global theme park destinations, consumer… more
- BlackRock (San Francisco, CA)
- …+ Carry out original,implementablefinancialresearchthat forecastsdrivers of marketreturnsandaidsin building or improvingmultiassetportfolios. + Develop alpha signals ... **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world.… more
- BlackRock (San Francisco, CA)
- …BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies, and Alternatives products in partnership with the generalist ... relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment Specialists are responsible for adding scale to our alternatives distribution strategy by… more
- Citigroup (Los Angeles, CA)
- …+ Ability to earn new client relationships through prospecting efforts, including earning credit and other commercial banking products + Calls on clients and ... prospects to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations + Introduces solutions to clients in building and strengthening an effective portfolio; + Develop relationships… more