- MUFG (Los Angeles, CA)
- …day. A member of our recruitment team will provide more details. **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point… more
- City National Bank (Los Angeles, CA)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains...provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete… more
- M&T Bank (Los Angeles, CA)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Citigroup (Los Angeles, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- PNC (Los Angeles, CA)
- …Financial Management, Financial Performance, Portfolio Management, Sales Process **Competencies** Client Relationship Management, Decision Making and Critical ... opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private...and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion of… more
- BMO Financial Group (Alhambra, CA)
- …real financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an ... including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you...sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of… more
- WTW (Los Angeles, CA)
- …-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all ... Relationship Management (20%)** + Annual growth in LRM client portfolio + Work with assigned client ... + Expertise in working and building relationships with senior stakeholders in large, complex organizations, including demonstration of… more
- BMO Financial Group (Los Angeles, CA)
- …Commercial Banking's growing Technology practice is hiring a strong collaborative and self-starting Senior Relationship Manager. BMO is the 8th largest bank in ... as BMO's Commercial- and Investment Banking product platform. The Senior Relationship Manager will play an important...platform. The candidate will be responsible for managing important client relationships and act as a liaison between clients… more
- BMO Financial Group (Los Angeles, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. + Breaks down… more
- Gilead Sciences, Inc. (Santa Monica, CA)
- …purpose and our day-to-day work. Join us in this mission! We are seeking a ** Senior Counsel II** to join our team. This individual will report directly to the Head ... of Technical Operation, Research, and Clinical Legal and serve as the main legal advisor to assigned projects as well as business partners. The preferred location is… more
- Charles Schwab (Los Angeles, CA)
- …us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
- BMO Financial Group (Los Angeles, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... We are seeking a Vice President Relationship Manager in our Diversified Industries Group with...through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of… more
- Bank of America (Los Angeles, CA)
- …* Has a minimum of one year demonstrated sales experience in a relationship -oriented and client -centric environment. In lieu of this requirement, has previously ... held the role of Relationship Manager (RM), Advisor Development Program (ADP)... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building *… more
- Deloitte (Los Angeles, CA)
- …& Data Strategy. The Technology Strategy & Business Transformation (TS&BT) team is hiring a Senior Manager to serve as a trusted advisor to our clients, working ... Technology Strategy & Business Transformation Senior Manager Monitor Deloitte's Strategy practice brings together several key capabilities to architect integrated… more
- Deloitte (Los Angeles, CA)
- Become a Strategy Senior Consultant at Deloitte Consulting! Join our Deloitte strategy team where we advise the world's leading companies in navigating change and ... you'll get exposure and training to enhance your strategic advisor skillset and help prepare you to tackle interdisciplinary...encourage you to start your career as a Strategy Senior Consultant here with us at Deloitte Consulting. Recruiting… more
- BMO Financial Group (Los Angeles, CA)
- …objective of becoming their trusted advisor . + Leads a deal team to meet client needs when acting as the lead relationship manager. + Manages the retention ... through a contact strategy and an ongoing review the client 's banking needs. + Makes recommendations to senior...+ Ability to lead in-depth planning conversations. + Expert relationship management skills. + Able to work independently, resolving… more
- WSP USA (Los Angeles, CA)
- This Opportunity **WSP in the US is** seeking a ** Senior Vice President, Plumbing Engineer** for our **Los Angeles office.** This position can also be located out of ... the **Irvine office or Riverside office.** **The Senior Vice President** shall provide and participate in decision...as well as possess a full understanding of the client 's project requirements. This position has high a level… more
- University of Southern California (Los Angeles, CA)
- …influence decision makers and set and manage expectations. + Developed client - relationship management skills, along with demonstrated experience in developing ... daily operations, providing guidance and support as necessary. Developed client - relationship management skills and demonstrated experience developing… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. **What you will do** ... and risk. + o Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. **What you will do** ... and risk. + Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with… more