- Unknown (Long Beach, CA)
- …Investment Management Type Privately Held About the Role The Company is seeking an SVP, Client Advisor to join their team. The successful candidate will be the ... Senior Vice President, Client Advisory About the Company Nationally recognized independent...the successful candidate with the ability to deliver holistic solutions for high-net-worth and ultra-high-net-worth clients. The role requires… more
- Unknown (Los Angeles, CA)
- …responsible for the day-to-day supervision and activities of the broker-dealer/investment advisor , client accounts and investment administration, and broker and ... Chief Compliance Officer About the Company Pioneering healthcare solutions provider for the agriculture industry Industry Hospital & Health Care Type Privately Held… more
- Unknown (Los Angeles, CA)
- …life cycle of client engagements from initial scoping to delivery of solutions to ensure an excellent experience and impact * Create focused project plans and ... The Engagement Director is a critical member of the team, leading strategic client consulting engagements to help organizations that want to reduce child care… more
- Unknown (Los Angeles, CA)
- …both the business and technical sides of ad tech and can translate complex solutions into client success. A self-starter eager to build in a fast-scaling, ... Sales Director About the Company Innovative provider of contextual advertising solutions Industry Internet Type Privately Held Employees 11-50 About the Role Key… more
- Unknown (Los Angeles, CA)
- …EVP will spearhead innovation by leveraging AI and advanced analytics to enhance client solutions , positioning the company as a leader in transformative ... digital experience, strategy, technology, and insights & analytics teams to deliver integrated solutions for clients. The EVP will also be responsible for owning the… more
- Unknown (Los Angeles, CA)
- …digital transformation consulting firm specializing in IT, management & creative solutions Industry Information Technology and Services Type Public Company Founded ... The successful candidate will be responsible for leading high-value client engagements, defining and evolving the company's AI vision...will also be expected to serve as a strategic advisor to the CEO and executive team, contributing to… more
- Unknown (Los Angeles, CA)
- …Services Legal Services Technology Consulting & Professional Services Legal Assistance Client Management Billing Management Document Automation CRM Solutions ... building a culture of excellence and inclusion, and acting as a trusted advisor to executives and senior leaders. Applicants for the Global Vice President of… more
- Bank of America (Beverly Hills, CA)
- Private Client Advisor II Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth… more
- JPMorgan Chase (Lakewood, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary ... relationships, often providing client leadership in these roles. Initially, the priority of...needs and then creating strategies to provide education and solutions to provide value based on a collaborative, team… more
- PNC (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will ... be based in Los Angeles, CA. Client Solution Advisor (CSS) provides...implementation and production support issues raised by staff or client . Identifies and drives development of necessary solutions… more
- Bank of America (Los Angeles, CA)
- …Advisor \_26000375-2) **Job Description:** The Merrill Lending Solutions Advisor is a client ... lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business...closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification… more
- M&T Bank (Los Angeles, CA)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- HNTB (Los Angeles, CA)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With… more
- Wells Fargo (Seal Beach, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as.... **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such… more
- City National Bank (Los Angeles, CA)
- …their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of ... *PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER* WHAT IS THE OPPORTUNITY?...small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust...teams' recommendations are anchored to tangible business outcomes and client KPIs + Look beyond existing solutions … more
- EPAM Systems (Los Angeles, CA)
- …+ Lead marketing technology and marketing operations engagements as a trusted client advisor + Shape end-to-end MarTech strategies, including ecosystem design, ... and product development to help design and deliver differentiated marketing technology solutions + Build strong relationships with senior client stakeholders and… more
- Bank of America (North Hollywood, CA)
- Financial Solutions Advisor Registration Candidate- Valley Crest Market North Hollywood, California **To proceed with your application, you must be at least 18 ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your...of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions… more
- Bank of America (Downey, CA)
- … Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank ... Credit Solutions Advisor - Downey - Spanish...applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions … more
