- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience ... and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully… more
- BMO Financial Group (Los Angeles, CA)
- …and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks. + ... decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on...prescribed policies and procedures and overall safety of the Bank 's position. + Leads the execution of operational programs;… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...mechanisms comply with standard industry practices, regulatory guidelines, and senior management's recommendations and/or directions. Performs all duties in… more
- Citigroup (San Francisco, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- Citigroup (Downey, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- LTD Global (Livermore, CA)
- …initiatives and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for ... underwriting and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured commercial loans, land and… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...start/end dates. Serves as liaison with HR, Payroll, employee's Manager /Supervisor, and employee to assist in the return to… more
- BMO Financial Group (San Francisco, CA)
- …models and strategies successfully implemented. Area of focus will be bank products with a contractual maturity and embedded optionality. **Key Accountabilities** ... market risk models, recommending changes as appropriate. + Ensure compliance with Bank Policies and Standards regarding financial models. + Participate in the… more
- HSBC (Beverly Hills, CA)
- …our people, our investors, our communities and the planet we all share. As a Senior Associate, TMT Coverage, you will have an opportunity to join a highly motivated ... in achieving realizing their banking and corporate finance objectives. As our Senior Associate, TMT Coverage you will: + Coordinate origination and execution for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …The Role The Senior Associate will report to the Corporate Accounting Manager and support core accounting functions, with a primary focus on accounts payable and ... Description Senior Associate, Accounting Location: San Francisco (Financial District,...assets, and cash accounts. + Prepare monthly reconciliations for bank and general ledger accounts. + Maintain and monitor… more