- Wells Fargo (Irvine, CA)
- …on-boarding of new programs. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business ... and technical needs across Commercial Banking or Corporate & Investment Banking +...managers across the enterprise and serve as an expert advisor to leadership + Partner with product management functional… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- Bank of America (San Francisco, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... Description:** This job is responsible for a wide variety of delegated compliance , administrative, and business functions to support the Merrill Wealth Management… more
- City National Bank (Solana Beach, CA)
- …regular coaching and ensuring the branch maintains high standards for risk and compliance , as well as contribute to the market and regional strategy. From the ... needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on… more
- Bank of America (Los Angeles, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and… more
- Atria Wealth Solutions (Dublin, CA)
- …that promote synergy. + Oversee the completion of all required Credit Union compliance training and those mandated by the broker-dealer. + Serve as a liaison ... training content for branch teams and vet content with Compliance and our broker-dealer partner, and ensure monthly training...comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank… more
- City National Bank (Solana Beach, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger ...Preferred, personal, or small business clients. * Regulatory / Compliance - strong understanding of the regulatory environment CNB… more
- Citigroup (Los Angeles, CA)
- …you navigate your financial goals. You could access a range of responsive banking , investing, wealth management & planning services and access to a dedicated Private ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- Bank of America (San Francisco, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Kyndryl (Sacramento, CA)
- …digital modernization through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee ... and maintain deep relationships with client CXOs, becoming the 'go-to' trusted advisor to senior executives and opening doors with existing relationships to… more