- Morgan Stanley (San Francisco, CA)
- …global financial services firm providing a wide range of investment banking , securities, investment management and wealth management services . The Firm's ... where some of the biggest acquisitions internal to financial services are housed (ex: E*Trade, Solium) and hence, is...the Firm. The Senior Onboarding Manager is the primary Client point of contact after the pre-implementation process in… more
- Citigroup (San Francisco, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service ... size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all… more
- Citigroup (Danville, CA)
- …and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role ... management of individuals and sales teams. **Responsibilities:** + Administer branch sales, service , control and management of human resources + Manage staff to… more