- Neuberger Berman (San Francisco, CA)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- JPMorgan Chase (San Francisco, CA)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team... Alternatives documents, including, submission, monitoring and working with clients… more
- Citigroup (San Francisco, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Bank of America (Oakland, CA)
- Business Solutions Advisor - Oakland Chinatown Financial Center - Oakland, CA - Bilingual Mandarin Required Oakland, California **Job Description:** At Bank of ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- Deloitte (San Francisco, CA)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Bank of America (San Francisco, CA)
- …variety of complex HENFP clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business ... is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to… more
- Fifth Third Bank, NA (San Francisco, CA)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Bank of America (San Francisco, CA)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Citigroup (San Francisco, CA)
- …development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Deloitte (San Francisco, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (San Francisco, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (San Francisco, CA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- BlackRock (San Francisco, CA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...from Model Portfolios, iShares ETFs, and mutual funds to Alternatives , SMAs and sub-advisory relationships USWAs mandate is to… more
- Deloitte (San Francisco, CA)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
- Black & Veatch (Walnut Creek, CA)
- …to align with megatrends associated with water scarcity, limited resources, alternative fuels, and energy sustainability. Our industry leading solutions modernize ... business solutions **Key Responsibilities** + Staying current on industry trends and client needs to inform growth strategies + Supporting the development and… more
- Palo Alto Networks (San Francisco, CA)
- …communication (written and verbal) and presentation skills + Quota driven attitude focused on client 's best solution by being a trusted advisor **The Team** As ... list of major accounts, and most importantly, help your client sleep at night as they use our products...in the marketplace and positions ours as the best alternative + Working with Product Management, Technical Marketing, and… more
- Arup (San Francisco, CA)
- …internal and external networks + Prepare and deliver presentations to satisfy client needs and goals + Conduct market research across different infrastructure ... Infrastructure Partners (GIP) 11GW renewable energy portfolio + Technical Advisor on more than $300 billion of M&A and...diversity and the wellbeing of our people. Options for alternative schedules and the ability to work outside of… more