- MUFG Bank, Ltd. (Los Angeles, CA)
- …remotely one day. A member of our recruitment team will provide more details.Job Summary:The Senior Client Relationship Advisor manages a portfolio of ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point… more
- M&T Bank Corporation (Los Angeles, CA)
- …strategy for individuals, business owners, and/or families. Primary Responsibilities:Leads the client relationship team and has overall responsibility for ... sales cycle to meet sales goal. Implement and deliver specific solutions.Leads client relationship review discussion with committee. Manage and review the… more
- The Bessemer Group, Incorporated (Los Angeles, CA)
- … information in Salesforce, and coordinate follow-up. Investment Management: Assist the Senior Client Advisor in Investment management activities including ... of services to individuals, families, trusts and foundations. The Client Advisor will also act as a... will also act as a liaison between the Senior Client Advisors and all other service… more
- The PNC Financial Services Group, Inc (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be ... Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes… more
- Bank of America Corporation (Los Angeles, CA)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development ... while minimizing regulatory, financial, operational, and reputational risks.The Market Client Relationship Manager (MCRM) is a direct...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- Willis Towers Watson (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 ... standardize the solution, and to adapt the solution to reflect geographical nuances.Lead Relationship Management (20%) Annual growth in LRM client portfolio Work… more
- Bank of Montreal (Los Angeles, CA)
- …accountants) to create integrated business development plan.Act as the primary Relationship Manager for assigned client relationshipsLeads / assists with ... creation business proposals or presentations (eg relationship plans, financial plans and reviews)Leads Annual ...provided and assesses clients at-risk for retention.Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Charles Schwab (Los Angeles, CA)
- …helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
- BDO USA, LLP (Los Angeles, CA)
- …executive compensation; and cash-flow, retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (PCS) is responsible for ... Job DescriptionJob Summary:Private Client Services at BDO is a boutique practice...use all current software tools Acts as a Career Advisor to associates and senior associates Schedules… more
- Northern Trust (Los Angeles, CA)
- …new business both individually and in conjunction with the sales and relationship management team. Is directly responsible for hitting a specific sales target.* ... goals and objectives change and in the context of client needs working closely and proactively with the broader...to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride… more
- Bank of Montreal (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 ... Ave.Job Family Group:Commercial Sales & ServiceWe are seeking a Vice President Relationship Manager in our Diversified Industries Group with regional focus on Los… 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
- BDO USA, LLP (Los Angeles, CA)
- …and senior associates and provide review comments Act as a Career Advisor to associates and senior associates Schedule and manage workload of associates ... present presentations to clients and potential clients Possess excellent client development/ relationship -building skills Possess excellent decision-making skills… more
- Accenture (Los Angeles, CA)
- …change journey.Manage engagement risk, project economics, deliverable content, and ensure client buy-in. Client Relationship Development and ManagementManage ... compelling business case/proposals to new business opportunities.Be a trusted advisor to senior leadership.Practice BuildingParticipate in practice-building… more
- BDO USA, LLP (Los Angeles, CA)
- …and Senior Associates and provides review comments Acts as a Career Advisor to Associates and Senior Associates and provides verbal and written performance ... conduct presentations to clients and potential clients Executive presence, strong client development/ relationship -building skills, and the ability to be primary… more
- WSP (Los Angeles, CA)
- Job DescriptionThis OpportunityWSP 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
- Deloitte (Los Angeles, CA)
- …technology advisory services to our clients.Playing a key role in client communication, relationship development and retentionEnsuring products/deliverables meet ... looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth… more
- BDO USA, LLP (Los Angeles, CA)
- …and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates ... clients even after the work is complete to ensure quality service and maintain a relationship for future work Resolves client service issues in a timely and… more
- Deloitte (Los Angeles, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Senior on our growing team!What You'll DoAs a Tax...work papers, allocations, and tax filingsCoordinating and communicating with client contacts as required to gather information to complete… more
- City National Bank (CNB) (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders.What you will doDevelop ... complexity and risk.Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and… more
