- City National Bank (Los Angeles, CA)
- …improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy ... to succeed. * Establish relationships with key business stakeholders and analyze their goals, needs and workflow. * Develop business cases for each component of the business that describe how to improve their revenue, profitability, or client satisfaction… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... include financial and cash flow analysis, collateral evaluation, risk mitigation strategy development, and preparation of required monthly and quarterly reports. The… more
- BlackRock (Sausalito, 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** As ... parts of Salesforce roadmap and play an integral role in growth strategy discussions alongside senior leadership. **Key Responsibilities** SALESFORCE SPECIFIC . Lead… more
- S&P Global (San Francisco, CA)
- …planning within CRM. + Provide feedback from client conversations to shape product strategy and innovation. + Act as a credit solutions thought leader internally and ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Jabil (San Jose, CA)
- …other areas regarding cleanliness. + Define resources for cleanliness strategy implementation, including equipment, consumables, headcount, and external alternative ... on performance. In addition, Jabil offers benefits to enhance your health, wealth and resilient self. These include medical, dental, and vision insurance plans;… more
- Kiewit (Irvine, CA)
- …impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're ... delivery performance. * Develop action plans with timelines in order to implement strategy ; involve others in the process, incorporating best ideas into the plan and… more