- BMO Financial Group (San Francisco, CA)
- …meeting or exceeding revenue and service targets. + Work with the Commercial Banking, Wealth Management & Capital Markets in planning processes, as appropriate + ... critical value of a company's strategy, competitive position and management strength and capabilities. From a single point of...while managing risk. This role also requires a strong sales and marketing focus for sourcing new and profitable… more
- AON (Los Angeles, CA)
- …Business Analyst ("NBA") will work primarily with US Commercial Risk and Health Sales to operationalize a growth strategy and measure new business activities in US ... and Health office(s). The NBA will report directly to the North American Sales Operations team with secondary reporting requirements to the local Resident Sales… more
- BlackRock (San Francisco, CA)
- …investment or asset management experience. + Sales experience within asset management , wealth management , or the financial industry more broadly is a ... role in US Wealth Advisory. The team is responsible for accelerating sales growth and deepening relationships with financial advisors. The scope of their role… more
- Stanley Black and Decker (Sacramento, CA)
- …to identify sales gaps and create and sales plans to close sales gaps + Driving effective inventory management and retailer specific order writing with ... You also must have: + 3-5 years of Retail Sales Experience in Consumer Goods Industry + Willingness to...servicing standards and leveraging store level relationships. Through the Management by Objectives (MBO) Process you will be responsible… more
- Bank of America (San Jose, CA)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Bank of America (San Diego, CA)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Umpqua Bank (Encino, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. +… more
- S&P Global (CA)
- …Leverage this knowledge to strategically implement processes and work with executive management , floor management and other various departments within the ... dealership on appropriate usage. + Responsible for day-to-day dealer relationship management and champion the adoption and ongoing use of the company product in the… more
- WTW (Los Angeles, CA)
- …with clients, carriers, outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ ... on leading recruitment and retention of talent, including producers and other sales professionals. + Manage controllable expenses within targets to achieve margin… more
- JPMorgan Chase (Westlake Village, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more