- Bank of America (San Jose, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Capital Market San Jose, California;San Jose, California; Monterey, California **Job Description:** ... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
- Sands Investment Group (Los Angeles, CA)
- …and streamlined processes at the forefront. Encourage a collaborative mindset within the capital markets team, fostering teamwork and cooperation with the nearly ... Joining our dynamic, expanding team means gaining extensive connections with capital providers nationwide and the opportunity to attend conferences and networking… more
- Southern California Edison (Rosemead, CA)
- …In this job, you'll be providing analytical support to the Senior Manager - Capital Markets as well as opportunities to interface with Senior Management and ... **Join the Clean Energy Revolution** Become a Financial Analysis, Advisor at Southern California Edison (SCE) and build a...Treasurer's. This role will focus on financial analysis, debt capital markets / securitization research and monitoring,… more
- TIAA (CA)
- …for the firm. + Effectively communicate in depth understanding of Nuveen's solutions, capital markets and industry trends. + Incorporate data analytics into ... and sequenced sales strategies. \#LI-AB1 Related Skills Business Development, Capital Markets , Client Relationship Management, Client Segmentation,… more
- CenterWell (Sacramento, CA)
- …our market leadership teams, among others. The Strategy Advancement Advisor will be responsible for consistently reviewing practice portfolio performance and ... reacting to both quantitative and qualitative inputs. Additionally, the Strategy Advancement Advisor will support the market operations leadership team with… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Capital One (Los Angeles, CA)
- …self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? In ** Capital One's Business Cards & Payments** group, you will find a culture that ... the bottom line. We aspire to become a trusted advisor , an informed teacher, and a concierge to guide...for multiple aspects of the sales cycle: building a go-to- market business plan, identifying and qualifying leads, cold-calling c-suite… more
- WTW (San Francisco, CA)
- **Description** The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client ... advisor who will position, sell, and lead opportunities across...including supporting IGS solution and geography leaders in overall go-to- market strategy + Generate new business and revenue for… more
- Gilead Sciences, Inc. (Foster City, CA)
- …coaching and facilitating highly engaging and experiential learning and be a trusted advisor to HR and Senior business leaders to accelerate our leadership and ... including experiences that address critical leadership capabilities, organizational culture, and market dynamics. + Ensure that the enterprise leadership journey is… more
- The Walt Disney Company (Burbank, CA)
- …over 30 banks + Oversee day-to-day liquidity planning and execute funding in the debt capital markets ; issued $30 billion of bonds and nearly $15 billion of ... Manager **About the Role & Team** As a Financial Market and Investments Manager for The Walt Disney Company,...play an important role in helping the Company raise capital in the global financial markets and… more
- Truist (Los Angeles, CA)
- …for Affordable CRE transactions. In this capacity the banker will act as a trusted advisor for Truist's clients, this role goes beyond the economics of a deal and ... Extensive understanding and experience in targeted affordable housing. + Market Fannie Mae, Freddie Mac, and FHA loan programs...client's needs. + Research and understand the real estate markets in which your clients operate. + Develop and… more
- Fifth Third Bank, NA (El Segundo, CA)
- …analysis, in order to offer beneficial banking solutions (eg loans, treasury management, capital markets ) based on clients and prospects needs. This role is ... Management + Work with One Bank partners (Treasury Management., Capital Markets , and Wealth Management etc.) analyze,...of partnership with investment bankers to provide strategic and capital market advice. + Strong business acumen,… more
- Deloitte (Inglewood, CA)
- Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around ... Consulting Health Actuary Manager in the Insurance practice of Deloitte's Human Capital group, you will assist Deloitte Managers, Senior Managers and Partners in… more
- Citizens (San Francisco, CA)
- …margin and fee-based revenue from both credit and non-credit ancillary product sales, including capital markets products and services offered by the Bank. + The ... Manager (RM) is the central contact person for Middle Market and Emerging Markets clients and is...services through cross-sell partners and acts as a trusted advisor to the client's executive management team. Must have… more
- BMO Financial Group (Sacramento, CA)
- …Emerging Middle Market Group covering the Stockton, Modesto and Sacramento markets . The ideal candidate has 7+ years of experience calling on companies ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...sales strategy based on a deep understanding of the market , relevant industry verticals, market competitors, client… more
- Bank of America (Newport Beach, CA)
- …planning, execution and follow up of client meetings. + Strong corporate finance, capital markets and accounting acumen. + Financial modeling experience and the ... Sr. Relationship Manager - Global Commercial Banking (Middle Market ) Newport Beach, California **Job Description:** This job is responsible for providing advice and… more
- Bank of America (Newport Beach, CA)
- …planning, execution and follow up of client meetings. + Strong corporate finance, capital markets and accounting acumen. + Financial modeling experience and the ... Sr. Relationship Manager/RM - Middle Market (Newport Beach, CA) Newport Beach, California **Job...serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- JPMorgan Chase (Palo Alto, CA)
- …you. You will be working alongside a team of talented colleagues from other markets , businesses and functions to provide you with the opportunity to take your career ... to the next level. As a Market Team Lead in the US Private Bank, you...institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their… more
- BMO Financial Group (Sherman Oaks, CA)
- …will manage a team of Portfolio Managers to support the Emerging Middle Market C&I portfolio in Southern California. Facilitates decisioning and analysis of all ... are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to...and other analytical tools to assist clients in evaluating capital structure. + Designs and produces regular and ad-hoc… more
- Bank of America (Oakland, CA)
- Business Banking Senior Relationship Manager - East Bay Market Oakland, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more