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Senior Program Manager jobs in United States, California, Sacramento

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Job title (1)
United States
California
Sacramento
47 jobs found
08.12.2025
BOA

Bank Of America Advisor Development Program Client Associate United States, California, Sacramento

Limitless High-tech career opportunities - Expoint
Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the...
Description:

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

  • Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
  • Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.


Required Qualifications:

  • Displays confidence working as a self-starter in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven growth mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriatesolutions
  • Proven ability to work both collaboratively on a team with key partners and independently
  • Proven ability to listen and probe for clarity and understanding
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of work experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Job Responsibilities:

  • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Trade Operations Management
  • Administrative Services
  • Client Investments Management
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

1st shift (United States of America)

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17.09.2025
JPM

JPMorgan Business Relationship Manager - Officer United States, California, Sacramento

Limitless High-tech career opportunities - Expoint
Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and...
Description:

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

  • Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
  • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
  • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
  • Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
  • Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
  • Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
  • Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

  • Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
  • General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
  • Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
  • Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
  • Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
  • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

  • Bachelor’s degree in Finance or related field or equivalent work experience
  • Strong current business network

FEDERAL DEPOSIT INSURANCE ACT:

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09.09.2025
BOA

Bank Of America Advisor Development Program - Financial Solutions United States, California, Sacramento

Limitless High-tech career opportunities - Expoint
Sets and accomplishes goals, achieving whatever you put your mind to. Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. Communicates clearly and confidently...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.


This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Required skills:
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs,solutions, and building/managing client relationships.

1st shift (United States of America)

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06.09.2025
R

Red hat Senior Performance Resilience Engineer - LLM Inference United States, California, Sacramento

Limitless High-tech career opportunities - Expoint
Own the resilience testing roadmap for vLLM and llm-d: define resilience indicators, prioritize fault scenarios, and establish go/no-go gates for releases and CI/CD. Design GPU/accelerator-aware fault experiments that target vLLM...
Description:

What you will do:

  • Own the resilience testing roadmap for vLLM and llm-d: define resilience indicators, prioritize fault scenarios, and establish go/no-go gates for releases and CI/CD

  • Design GPU/accelerator-aware fault experiments that target vLLM and the stack beneath it (drivers, GPU Operator/DevicePlugin, NCCL/collectives, storage/network paths, NUMA/topology)

  • Build an automated harness (preferably extending krkn-chaos (https://github.com/krkn-chaos/krkn) ) to run controlled experiments with scoped blast radius, and evidence capture (logs, traces, metrics)

  • Integrate fault signals into pipelines (GitHub Actions or otherwise) as resilience gates alongside performance gates

  • Develop detection and diagnostics: dashboards and alerts for pre-fault signals (e.g., vLLM queue depth, GPU throttling, P2P downgrades, KV-cache pressure, allocator fragmentation)

  • Triage and root-cause resilience regressions from field/customer issues; upstream bugs and fixes to vLLM and llm-d

  • Explore and experiment with emerging AI technologies relevant to software development and testing, proactively identifying opportunities to incorporate new AI capabilities into existing workflows and tooling.

  • Publish learnings (internal/external): failure patterns, playbooks, SLO templates, experiment libraries, and reference architectures; present at internal/external forums

What you will bring:

  • 3+ years in reliability, and/or performance engineering on large-scale distributed systems

  • Expertise in systems‑level software design

  • Expertise with Kubernetes and modern LLM inference server stack (e.g., vLLM, TensorRT-LLM, TGI)

  • Observability & forensics skills with experience with Prometheus/Grafana, OpenTelemetry tracing, eBPF/BPFTrace/perf, Nsight Systems, PyTorch Profiler; adept at converting raw signals into actionable narratives.

  • Fluency in Python (data & ML), strong Bash/Linux skills

  • Exceptional communication skills - able to translate raw data into customer value and executive narratives

  • Commitment to open‑source values and upstream collaboration

The following is considered a plus:

  • Master’s or PhD in Computer Science, AI, or a related field

  • History of upstream contributions and community leadership, public talks or blogs on resilience, or chaos engineering

  • Competitive benchmarking and failure characterization at scale.

The salary range for this position is $127,890.00 - $211,180.00. Actual offer will be based on your qualifications.

Pay Transparency

● Comprehensive medical, dental, and vision coverage

● Flexible Spending Account - healthcare and dependent care

● Health Savings Account - high deductible medical plan

● Retirement 401(k) with employer match

● Paid time off and holidays

● Paid parental leave plans for all new parents

● Leave benefits including disability, paid family medical leave, and paid military leave

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04.09.2025
F

Fortinet Regional Account Manager SLED United States, California, Sacramento

Limitless High-tech career opportunities - Expoint
Meet or exceed all assigned quotas and targets while forecasting weekly, monthly, and quarterly revenues for the assigned account set and overall territory. Meet or exceed the required number of...
Description:

Responsibilities:

  • Meet or exceed all assigned quotas and targets while forecasting weekly, monthly, and quarterly revenues for the assigned account set and overall territory.
  • Meet or exceed the required number of face-to-face meetings each month with customers and partners in the territory to identify new opportunities and grow existing opportunities.
  • Full participation in all team activities for enablement, forecasting, partner updates, partner sales efforts, and recognition.
  • Create and track sales opportunities (leads, renewals, deal registrations, and quotes in Salesforce.com).
  • Address any customer satisfaction issues and/or requests in a timely manner.
  • Drive sales cycles to close while establishing relationships and credibility, and provide necessary presales support for prospects & customers.
  • Work closely with your local Channel Account Manager (CAM) and our reseller partner network to drive deals, increase revenue, and enable channel partners’ success in the Mid-Market segment.
  • Follow up on inbound, web, and corporate event leads.
  • Accept inbound and perform outbound prospecting activities to identify new sales opportunities.
  • Meet and exceed the sales activity metrics designed to make you productive and successful.
  • Lead customer presentations and demos via online tools (GO TO MEETING).
  • Perform ongoing analysis and report on opportunities that are supported.
  • Act as a liaison between partners, customers, and appropriate Fortinet team members.
  • Perform other duties and projects, as assigned to support the growth of our business.
  • Execute the role with the utmost professionalism and in a way that aligns to Fortinet’s core values.

Required Qualifications:

  • Bachelor’s degree.
  • Coachable and flexible.
  • 1+ years of field sales experience in the B2B technology space, with a preference for experience selling to SLED accounts.
  • Working knowledge of the businesses, procurement processes, and partners in the local territory, especially within the SLED sector.
  • Ability to run productive customer-facing and partner-facing meetings while providing timely and relevant written follow-up.
  • A proven track record of meeting and exceeding sales quotas and targets.
  • Understanding of the sales cycle in conjunction with business processes internally and externally.
  • Ability to manage and drive sales cycles from start to finish, which includes experience with managing and forecasting individual quota.
  • Self-driven and able to manage a diverse, high-volume workload.
  • Ability to quickly build productive relationships in a fast-paced, high-performance environment.
  • Be computer savvy.
  • Excellent written, verbal, and presentation skills.
  • Well organized with effective time and activity management skills.
  • Ability to apply entrepreneurial strengths in a driven, forward-thinking manner.
  • Ability to close business while achieving a high level of customer and partner satisfaction.
  • Execute the role with the utmost professionalism and in a way that aligns to Fortinet’s core values.
  • The Regional Account Manager is required to spend more than 50% of their time outside of their office or home office engaged in selling, including travel as needed to make a sale.

Preferred Qualifications:

  • Prior experience selling cybersecurity or technology solutions to State, Local Government, and Education (SLED) accounts.
  • Familiarity with government procurement processes, cooperative purchasing agreements, and budget cycles in the SLED sector.
  • Public/private cloud experience is a plus.
  • Experience with multi-tier distribution is a plus.
  • Experience in networking, security, and/or public/private cloud is a plus.

Wage ranges are based on various factors including the labor market, job type, and job level. On target earnings for this position is expected to be $154,100 - $168,200 per year. Exact salary offers will be determined by factors such as the candidate's subject knowledge, skill level, qualifications, experience, and geographic location.

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21.08.2025
JPM

JPMorgan Senior Administrative Assistant United States, California, Sacramento

Limitless High-tech career opportunities - Expoint
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...
Description:
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.
Job Responsibilities
  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
  • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
  • Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
  • Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
  • Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
  • Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
  • Ability to quickly and accurately learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.
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These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the...
Description:

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

  • Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
  • Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.


Required Qualifications:

  • Displays confidence working as a self-starter in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven growth mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriatesolutions
  • Proven ability to work both collaboratively on a team with key partners and independently
  • Proven ability to listen and probe for clarity and understanding
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of work experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Job Responsibilities:

  • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Trade Operations Management
  • Administrative Services
  • Client Investments Management
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

1st shift (United States of America)

Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Senior Program Manager job opportunities in the United States, California, Sacramento area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.