- Columbia Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This… more
- Nuveen Investments (San Francisco, CA)
- …8IC **QUALIFICATIONS:** **Required:** + Minimum of 10 years of experience in the asset management industry **Preferred:** + Minimum of 7 years experience in ... Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs...responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment… more
- Wellington (San Francisco, CA)
- …also have the following qualifications: + Deep understanding of financial markets and asset management industry. + Proven aptitude for sales, paired with strong ... **About Us ** **Wellington Management ** offers comprehensive investment...in partnership with the Business Development Managers to generate asset flows in their region. This role will also… more
- CIBC (San Francisco, CA)
- …Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative services. ... discussed at the time of your interview._ **How you'll succeed** **Client Relationship Management & Service Delivery** + Serve as the primary contact for day-to-day… more
- Columbia Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us :** At Columbia, we create a great place to work by offering a ... can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way… more
- AIG (Los Angeles, CA)
- At AIG, we are reimagining the way we help customers to manage risk. Join us as a Pre-Injury Consultant - Claims to play your part in that transformation. It's an ... with empathy and efficiency. AIG manages claims using a wealth of technical and market knowledge about risks, business...in the return to work process and in medical management coordination. Working with Client Services, Claims and Underwriting,… more
- Broadridge Financial Solutions (Sacramento, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... alter or impact our PKI Infrastructure or processes. + Support all domain management tasks, procurements, transfers, and domain record updates. + Bring maturity to… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... addition, we are the 24/7/365 support for Broadridges Client Relations teams (Account Management ) across the country. When issues arise, a Client Ops Rep will… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... such as updating compliance trackers, filing documentation, and preparing reports for management review. Qualifications: + 5+ years experience working as an Sr.… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... data technologies. + Solid foundation in data governance, data quality management , and metadata management principles. + Exceptional analytical, organizational,… more