- Comerica (Costa Mesa, CA)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and ... Broader Wealth Organization Work closely with sales professionals and relationship managers to identify opportunities to cross-sell trust services to the bank's… more
- BlackRock (San Francisco, CA)
- …in the Americas to generate new and repeat business through proactive relationship management. + Develop and deepen client relationships, establishing strategic ... **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York...desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver… more
- CIBC (Newport Beach, CA)
- …closely building a team around the clients that includes Private Bankers, Asset Relationship Managers, Wealth Specialists, and other CIBC lines of business ... + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth ..., serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager … more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer, as defined. *...Degree or equivalent * Minimum 4 years experience in client service, banking operations or relationship management… more
- BMO Financial Group (Newport Beach, CA)
- We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging Middle Market Group. The ideal candidate has 10+ years ... their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager will actively… more
- Comerica (Los Angeles, CA)
- …potential new business opportunities and provide innovative solutions. Prepare annual client relationship account structure analysis. Review account analysis ... statements for additional sales opportunities. Create client relationship reviews including product recommendations based...pricing approval process. Work with TM Sales Officer and Relationship Manager to prepare documents and rationale… more
- TIAA (Pasadena, CA)
- …CFP Certification + University Degree \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, ... **Portfolio Manager ** The TIAA Private Asset Management Portfolio ...of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that… more
- TIAA (Pasadena, CA)
- …of investment acumen + Strong proficiency and deep demonstrated background in client relationship building skill set \#LI-KD2 Related Skills Change Management, ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for... Client Financial Planning, Client Relationship … more
- BMO Financial Group (Los Angeles, CA)
- …clients in conjunction with Relationship Managers. + Collaborate with Relationship Managers to generate ideas, identify client solutions, pursue marketing ... key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate… more
- Paycom Online (Pasadena, CA)
- …paid family leave, and many other available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for ... relationships through usage, retention, and additional revenue. Manages the ongoing relationship with existing clients by: + Leveraging technology to ensure they… more