- Citizens (San Francisco, CA)
- …Serve as the connective tissue between Product, Credit, Operations, and Sales -ensuring clarity, accountability, and progress. + Author executive-ready business cases ... For: + 5+ years of experience in private banking, wealth /investment management, residential lending, or financial services operations-preferably in high-growth… more
- City National Bank (Los Angeles, CA)
- …(entity), fiduciary, and retirement accounts. * Answer incoming operational and sales related phone calls for CNS Brokerage Accounts. Operational calls include ... appropriate knowledge of other Bank products and services, particularly those of Wealth Management. * Has the ability analyze client needs, identify cross-sell… more
- Sulzer Pumps US Inc. (Santa Ana, CA)
- …Manager - Full-time - Santa Ana, (CA), United States **Sulzer offers you a wealth of opportunities to drive your career into the direction that you want, depending ... training experiences. + Conduct training sessions, workshops, and seminars for sales distributors, representatives, customers and internal staff. + Assess training… more
- Citigroup (Hermosa Beach, CA)
- …of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. + ... background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products + US:… more
- Umpqua Bank (Los Angeles, CA)
- …services including cross market solutions (ie lending, deposits, treasury management, wealth management, etc.). You will leverage the Bank's turnkey solutions ... not limited to: new business development, analytical thinking, problem solving, strong sales skills, and intermediate credit and credit quality skills. + Strong… more
- Comerica (Anaheim, CA)
- …them to partners. Qualifications Position Qualifications: + 6 months of Retail or financial sales experience OR 2 years of US Military service OR 1 year of college ... three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and… more
- Wells Fargo (San Jose, CA)
- …partner closely with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the previously identified needs and ... + Ability to work holidays and weekends + Adherence to Wells Fargo sales practices risk management culture + US only: Obtaining and/or maintaining appropriate… more
- Comerica (Los Angeles, CA)
- …of retention and some expansion, in coordination with the RM (cross sales ). Retains existing portfolio and associated profitability. Promotes public bank image by ... three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and… more
- IGT (CA)
- …and Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player insights, operational ... where applicable._ _Base pay is only one part of our Total Rewards program. Sales roles may be eligible for commission payments, while other roles are eligible for… more
- BlackRock (San Francisco, CA)
- …and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** The ... and integrating them with central data repositories. . Experience with Salesforce Sales , Service, or Financial Services Cloud (+) . Understanding of Salesforce and… more