- Sands Investment Group (Santa Monica, CA)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts… more
- City National Bank (Woodland Hills, CA)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?**... related experience + Minimum 3 years experience in investment sales + FINRA Series 7 and ... The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Knowledge** + The SFA shows demonstrated success in an investment product sales role over a multi-year… more
- Citigroup (Fullerton, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- M&T Bank (Los Angeles, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- M&T Bank (Los Angeles, CA)
- …Develop and structure client strategies using leverage to complement business, investment , tax, estate, and legacy plans. Utilize expertise to develop customized ... credit solutions for UHNW and HNW clients. Utilize working knowledge of investment management solutions and planning concepts associated with HNW and UHNW clients… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal ... billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more
- Citigroup (Beverly Hills, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- BMO Financial Group (Los Angeles, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... client. + Develops and executes the business development strategy, sales targets and the sales results for...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- BMO Financial Group (Alhambra, CA)
- …financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned ... all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you will: + Serve as the… more
- Amazon (Santa Monica, CA)
- Description The Amazon Vendor Services organization is seeking a Senior Customer Success Manager to shape the future of the program. The Senior Customer Success ... experience with our program. The key responsibilities of a Senior Customer Success Manager include but are not limited...tradeoffs between short term customer needs and longer-term strategic investment . * Implement and track metrics to record the… more
- Bank of America (Pasadena, CA)
- Business Banking Relationship Manager/ Senior Relationship Manager - Pasadena, CA Pasadena, California **Job Description:** At Bank of America, we are guided by a ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- JPMorgan Chase (Irvine, CA)
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the ... cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve...client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States… more
- CoStar Realty Information, Inc. (Los Angeles, CA)
- Sales Associate, - LoopNet Digital Advertising - Los Angeles, CA Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and ... powerhouse global team to reach our goals. As a Sales Associate with LoopNet you will be part of...frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities.… more
- Palo Alto Networks (Los Angeles, CA)
- …as a pre- sales System Engineer Manager + Experience as a Senior System Engineer/Specialist + Industry knowledge of security product market trends and directional ... few! **Your Career** The Solutions Consultant Manager is the evolution of the traditional Sales Engineer Manager role, aligning how we lead teams to best serve our… more
- BMO Financial Group (Sherman Oaks, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including… more
- BMO Financial Group (Los Angeles, CA)
- …deliver timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... them while also contributing as a Commercial Card Payables Consultant. Achieves sales and other targets established by business plans. Continuously assesses and… more
- AECOM (Los Angeles, CA)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... AECOM with Metro and be responsible for business development, sales , and strategy across all divisions for this key...growth minded leader who can work collaboratively with other senior leaders in Transportation and other Business Lines, and… more
- Fifth Third Bank, NA (El Segundo, CA)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $10MM and generally less than $500MM within a specific ... area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Synchrony (Costa Mesa, CA)
- …products and channels across CareCredit and installment, by partnering closely with Sales , Strategy, IT, Finance and Credit. + Design and implement new metrics, ... to share with cross functional team. + Support Strategic Initiatives, evaluate investment decisions and influence strategy to ensure business profitability + Act as… more
- Meta (Los Angeles, CA)
- …client-facing strategy and consulting roles 8. 3+ years experience as proven advisor influencing senior level executives and clients 9. Communication: Experience ... long term vision for our client's success on the platform through a consultative sales approach, as well as ability to thrive in a dynamic, team-focused environment… more