- Umpqua Bank (Walnut Creek, CA)
- …we areseeking talent to join our team in various capacities includingTrust Officer, Portfolio Manager , and Private Client Advisor. Weare agrowth-mindedwealth ... Trust Portfolio Manager Wealth Management Walnut Creek,...**Trust Officer** **:** Serves as thein-houseexperton trust administrationand supportsour Portfolio Managers and Private Client Advisorsin building… more
- Allied Universal (Pleasanton, CA)
- …more for most full-time positions! Allied Universal(R) is hiring a Enterprise Account Portfolio Manager with GSOC experience. The Enterprise Account Portfolio ... with branch offices and corporate support functions on key client initiatives. This position sits onsite daily at the... initiatives. This position sits onsite daily at the client headquarters in Pleasanton, CA and candidate must have… more
- Wells Fargo (Concord, CA)
- **About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager as part of the Middle Market Credit Execution Team. This role is ... responsible for credit portfolio management to meet the long-term financial objectives and...banking clients. Serves as a key member of a client 's deal team. Learn more about the career areas… more
- City National Bank (Walnut Creek, CA)
- ** CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Is primary point of contact and service provider for existing and newly developed relationships. Retains and ... grows client relationships through high touch service and delivering investment...clients and is responsible for profitable growth within the portfolio assigned. Must be in good standing under "The… more
- CDM Smith (Concord, CA)
- …activities. * Being responsible of the overall financial performance of projects within a client portfolio . * Being a highly visible advocate of CDM Smith ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement...Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or… more
- BMO Financial Group (Walnut Creek, CA)
- …+ Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within ... calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products… more
- BMO Financial Group (Vallejo, CA)
- …+ Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. + Proactively works with ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...and investment management - required. + In-depth knowledge of client portfolio management. + Technical proficiency gained… more
- JPMorgan Chase (Walnut Creek, CA)
- …advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you. As a Business Relationship ... Manager (BRM) Senior Government Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on … more
- Deloitte (Pleasanton, CA)
- Extended Workforce Solutions Senior Manager The Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through ... asset: their people. Centered on five core issues, this Portfolio signifies to the market that we see Human...than HR organizations-from the CEO to the CFO, Risk Manager to Business Unit leader-and that we deliver on… more
- City National Bank (Walnut Creek, CA)
- **RELATIONSHIP MANAGER Commercial Bank:** **_San Francisco, San Jose, or Walnut Creek - hybrid schedule, 3 days in office_** **WHAT IS THE OPPORTUNITY?** Develops ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- Black & Veatch (Walnut Creek, CA)
- **Sr. Project Manager - Water Business - Northern California** Date: Oct 25, 2024 Location: Walnut Creek, CA, US San Jose, CA, US Rancho Cordova, CA, US Company: ... use. **The Opportunity** **Black & Veatch is seeking an experienced Project Manager to join a well-established and expanding water/wastewater team in Northern… more
- JCPenney (Pleasanton, CA)
- Salon Manager - BTC Location:Pleasanton, CA, United States (https://jobs.jcp.com/jobs/location/411352/pleasanton-ca-united-states) - Job ID:1119639 Salon ... General Description This is a behind the chair salon manager role at the Stonebridge Mall. At JCPenney Salon,...success by developing their stylists and delivering an exceptional client experience every day. As a behind the chair… more
- Deloitte (Pleasanton, CA)
- The Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through their most important asset: their people. Centered ... on five core issues, this Portfolio signifies to the market that we see Human...HR organizations - from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on… more
- City National Bank (Oakland, CA)
- ** MANAGER BRANCH II** **WHAT IS THE OPPORTUNITY?** Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall ... the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful...of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may be accomplished… more