- Bank of America (Beverly Hills, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency.… more
- Bank of America (San Diego County, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls ... risk as part of daily activities * Identifies and...based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating… more
- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls ... risk as part of daily activities + Identifies and...based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series… more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls ... risk as part of daily activities + Identifies and...based on knowledge of client needs and potential product services recommended **Required Qualifications** : + Currently holds Series… more
- Sharp HealthCare (San Diego, CA)
- …Chief Medical Officer, oversees medical care for Sharp Health Plan (SHP) products and services and oversees the health care needs of the membership. Serves as a ... medical manager and policy advisor to SHP and its Chief...interface with medical management such as provider relations, member services , benefits and claims management, etc. Assists (as determined… more
- Palo Alto Networks (Santa Clara, CA)
- …Experience working with law firms and in-house counsel supporting incident response, risk management and digital forensic services engagements. + Established ... few! **Your Career** The Unit 42 Senior Business Development Manager , Law Firms is responsible for growing demand for...Firms is responsible for growing demand for Unit 42 services from the top cyber law firms in the… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to ... dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of… more
- Guardian Life (Sacramento, CA)
- …Avenue Investment Advisory , you will conduct branch office inspections using risk -based testing methodologies to ensure compliance with FINRA Rule 3110 and, in ... insurance laws. The Lead Compliance Analyst is responsible for developing a risk -based plan for the branch office inspection, executing the plan, and delivering… more
- City National Bank (Los Angeles, CA)
- …other regulatory affairs. * For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). *WHAT'S IN IT FOR YOU?* *Compensation*Starting base ... laws and regulations, ensuring controls are in place to mitigate compliance risk . Maintaining regulatory change management, policies and procedures, training, and … more
- Bank of America (Concord, CA)
- …purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager : Ensures proper risk discipline, controls and culture ... CPO) is a highly skilled resource, providing expert level advisory guidance, underwriting, structuring, managing, and negotiating the most...is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit… more