- The Hartford (Los Angeles, CA)
- Client Advisor Priority Business - SA08DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages ... of disability or personal crisis. Responsibilities: + Customer Service ( Priority Business ). + Manages Priority ...Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: Candidates must… more
- Bank of America (Woodland Hills, CA)
- …to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book of ... needs, such as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor...ability to progress to the next phase as an advisor + Prioritizes client requests and makes… more
- Bank of America (Seal Beach, CA)
- …to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book of ... needs, such as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor...ability to progress to the next phase as an advisor + Prioritizes client requests and makes… more
- Sands Investment Group (Los Angeles, CA)
- …a culture of collaboration, teamwork, and community engagement is our top priority . We emphasize coaching and mentoring, leveraging the expertise of our seasoned ... assume leadership roles and increase productivity, we proactively build a supportive business framework around them to ensure sustained success.We equip our advisors… more
- EverBank (Irvine, CA)
- …requests. Ensures complete applications and acceptable approval rates. + Works with the appropriate Business Banking Client Advisor and /or Branch to assist ... This role conducts regular outbound sales calls on small business client prospects to develop new ...including determining which prospects to call on, and the priority and scheduling of calls. + Interviews new and… more
- KPMG (Los Angeles, CA)
- ** Business Title:** Director, Strategy/Private Equity **Requisition Number:** 119409 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...culture. At KPMG, our people are our number one priority . With a wealth of learning and career development… more
- Elevance Health (Los Angeles, CA)
- …Health, Pharmacy and Network teams. + Directs the analysis of comprehensive data, client business priorities, and workforce health issues to determine current ... matrix partners to drive operational performance. + Responsible for supporting new business development in direct client -facing sales opportunities as well as… more
- Dorsey & Whitney LLP (Costa Mesa, CA)
- …international law firm of Dorsey & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the United States as well ... to work on complex, often cutting-edge issues, with a priority on providing timely and pragmatic legal advice. The...an integrated, dedicated approach to its clients' legal and business needs. Dorsey's diverse client base includes… more
- Deloitte (Los Angeles, CA)
- …Federal Pursuit Manager (CL-5) Are you up to the challenge of being a trusted business advisor with an opportunity to influence business strategy at one ... providing strategic and tactical advice and guidance to senior leadership and client service teams + Performance management of immediate team members + Contribute… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? The Risk Strategy Manager will serve as trusted advisor , confidential thought partner, and act as sounding board to the Executive, Head ... the HTRM and help to drive to completion * Helps the HTRM prioritize projects, business as usual tasks and clearly articulates the focus on high priority … more