- City National Bank (Los Angeles, CA)
- …OFFICE SR. LEAD* WHAT IS THE OPPORTUNITY? Reporting up through CNB's Governance, Risk and Controls division, this newly formed Enterprise Change Management Office is ... tasked with: Maintaining enterprise processes and procedures to support change risk management. Performing quality assurance on risk assessments, change status… more
- Bank of America (San Francisco, 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 (Chico, CA)
- …partnering with management to assess financial goals and recommending investment advisory strategies + Understands client solutions that are best suited for ... phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds...based on client needs and asset thresholds + Manages risk proactively in every aspect of business, product, and… more
- Bank of America (San Francisco, CA)
- … Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Bank of America (Walnut Creek, CA)
- … Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Desired ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- City National Bank (Los Angeles, CA)
- …of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete ... workflow and priorities in conjunction with or in the absence of the Credit Manager . Determines and assigns work assignments to team of Credit Officers and Credit… more
- BlackRock (San Francisco, CA)
- …or New York BlackRock is a world-class provider of global investment management, risk management and advisory services to institutional, intermediary and ... desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver...We deliver a modern approach to project management, portfolio risk management and trade execution to help clients reduce… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services . + Assist in developing and executing financial plans ... and communication skills. + Growth mindset and collaborative approach to client service . Sr. Manager Qualifications: + Undergraduate degree in Finance, Business… more
- AECOM (Sacramento, CA)
- …of developed customized contract drafts by stakeholders (ie Legal - based on associated risk , Risk Management & Insurance Services , Audit Services , ... Environmental Services , Safety, etc.) to mitigate risk . + Under management's supervision, reviews, modifies, and negotiates contract terms and conditions to… more
- Bank of America (Irvine, 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