- Unknown (Anaheim, CA)
- …to join their team. The successful candidate will be the primary relationship manager for affluent and ultra-high-net-worth clients, delivering comprehensive ... Senior Vice President, Client Advisory About the Company Nationally recognized independent...office resources, collaborating with internal teams to ensure seamless client service, and driving organic growth through deepening relationships… more
- Unknown (Los Angeles, CA)
- …Senior Vice President - Corporate Finance will be responsible for acting as a key relationship manager for a portfolio of large corporate clients in the Pacific ... corporate finance, investment banking, or a related field, ideally as a generalist relationship manager in an investment banking or broker-dealer context. Active… more
- Unknown (Los Angeles, CA)
- …President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company ... are ambitious and want to grow their careers within a sophisticated, client -first advisory platform. The successful candidates will work alongside senior advisors… more
- Unknown (Los Angeles, CA)
- …be responsible for leading the prospecting of new clients, deepening existing client and consultant relationships, and providing thought leadership. This role is ... the Real Estate Americas book of business with a focus on the US client base, including various institutional investors. The Executive Director will be expected to… more
- Unknown (Los Angeles, CA)
- …and national clients, with a focus on business development, account management, client retention, and business expansion. This role requires a strategic thinker who ... is relationship -driven, with a strong emphasis on service and a passion for building lasting client connections. The VP will be expected to develop new business,… more
- Unknown (Los Angeles, CA)
- …forecasting, and value creation strategies, as well as leading business development and client relationship efforts. The role demands a high level of expertise ... detail, and a track record of success in a fast-paced, client -facing role are essential. Hiring Manager Title OCFO Practice Line Leader Travel Percent Less than… more
- Unknown (Los Angeles, CA)
- …responsible for strategic account planning, solution upsell and cross-sell, relationship management, client advocacy, contract management, executive engagement, ... possess a strong ability to build and lead high-performing teams, exceptional relationship -building skills, and a proven track record in managing and growing… more
- Unknown (Los Angeles, CA)
- …in the company's AI-first transformation, with a focus on talent, innovation, and client -centered growth. Hiring Manager Title CEO Travel Percent Less than 10% ... System Design Services Consulting Content & Collaboration Software Customer Relationship Management Software(CRM) Information Technology Internet Publicly Traded Software… more
- Unknown (Pasadena, CA)
- …management, strategic resource allocation, and experience in both vendor and client relationship management. Strong leadership, team management, and ... employer and is committed to a diverse and inclusive work environment. Hiring Manager Title Senior Vice President of Marketing and Communications Travel Percent Less… more
- Unknown (Los Angeles, CA)
- …for client meetings, industry events, and team collaboration. Hiring Manager Title Chief Revenue Officer Travel Percent Less than 10% Functions Sales/Revenue ... and demonstrate competencies in results orientation, strategic thinking, and relationship building. Familiarity with industrial IoT and related technologies, as… more
- Unknown (Los Angeles, CA)
- …contribute to shaping industry standards, and is adept at brand and relationship stewardship. The company values integrity, technical know-how, and a commitment to ... long-standing client and partner relationships, and the successful candidate will...candidate will be expected to embody these principles. Hiring Manager Title Chief Revenue Officer Travel Percent Less than… more
- Raymond James Financial, Inc. (Brea, CA)
- Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client ... Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of...meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Participate… more
- JPMorgan Chase (Irvine, CA)
- …clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client , you will nurture and ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial… more
- Charles Schwab (Arcadia, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that… more
- City National Bank (Riverside, CA)
- * RELATIONSHIP MANAGER SPECIALTY DEPOSITS* WHAT IS THE OPPORTUNITY? The Special Deposits Relationship Manager position develops and manages relationships ... a variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the… more
- PNC (Irvine, CA)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- City National Bank (Sherman Oaks, CA)
- * RELATIONSHIP MANAGER CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
- City National Bank (Ontario, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING II* *Inland Empire* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business ... through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of mid-size middle market… more
- JPMorgan Chase (Long Beach, CA)
- …relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager ... developing new deposit, cash management, and credit business while focusing on relationship -building, client experience, and risk management + Manage performance… more
