- 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
- Fifth Third Bank, NA (El Segundo, CA)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD ... prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for… more
- T. Rowe Price (San Francisco, CA)
- …RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique ... ideally located in CA + Responsibilities include: + Drive sales of Alternative Investment strategies with targeted...advisor relationships with the goal of directly driving sales across alternative products + Support efforts with various… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The... related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 ... Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Qualifications* * The SFA shows demonstrated success in an investment product sales role over a multi-year… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a ...degree from an accredited university + 10 years of sales experience in personal trust, investment or ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- Citigroup (Chino Hills, 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
- Citigroup (San Francisco, 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 (Costa Mesa, 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
- BMO Financial Group (City Of Industry, CA)
- …sales , etc. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... by identifying needs, analysing potential options and assessing expected return on investment . + Helps determine business priorities and best sequence for execution… more
- Citizens (San Francisco, CA)
- …institutional broker-dealer delivering comprehensive services across M&A advisory, investment banking, corporate finance, equity research, and sales ... policies, and ethical standards, while serving as a trusted advisor to senior business leaders across the...of potential conflicts. Advisory & Business Partnership + Provide senior -level guidance to Research Analysts, Investment Bankers,… 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
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then...two years of industry related experience in a financial sales or wealth position - Will need FINRA Series… more
- SAP (Palo Alto, CA)
- …the customer engagement, including demos, presentations, and other content. + Support sales opportunities that require senior executive engagement to support the ... that wants you to grow and succeed. Strategic Solution Advisor - Finance & Spend Location: USA West Region...solutions in this area. You will support the entire sales cycle, from opportunity identification to post-sale support, delivering… more
- Rubrik (Palo Alto, CA)
- …plans that drive scalable and predictable growth. + Serve as a trusted advisor to senior leadership, presenting clear, data-backed recommendations that enhance ... that inspire action. **What You'll Bring:** + 3+ years of experience in sales strategy and operations, strategy consulting, analytics, investment banking or a… more
- Abbott (Los Angeles, CA)
- …**The Opportunity** We are looking for a highly driven and technically proficient ** Senior ** ** Sales ** **Ambassador** to join our Diagnostics team managing the ... can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next...Los Angeles and Orange County. As a Senior Ambassador, you will accelerate growth and expand market… more
- Google (San Francisco, CA)
- Senior Account Executive, Large Customer Sales _corporate_fare_ Google _place_ San Francisco, CA, USA **Mid** Experience driving progress, solving problems, and ... offerings and compelling storytelling, while effectively navigating objections to secure investment and exceed revenue sales targets. + Clearly demonstrate… more
- Abbott (Santa Clara, CA)
- …skills needed). + Analyze sales performance reports and meet regularly with senior sales management to provide insight and help make business decisions. + ... 114,000 colleagues serve people in more than 160 countries. ** Senior Commercial Strategy Analyst** **Working at Abbott** At Abbott,...**What You'll Work On** + Serve as a business advisor or internal consultant to Division Sales … more
- CBRE (Sacramento, CA)
- …for data, the business value, and the potential innovations. Be the trusted advisor to senior leadership and peers. + Demonstrated experience in building ... Senior Data Governance Manager Job ID 235977 Posted...in developing strategic solutions for a growing matrix-based multi-industry sales environment. + Ability to use strong conceptual and… more
- BMO Financial Group (San Francisco, CA)
- …with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with ... assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net… more
- PagerDuty (San Francisco, CA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more