• Salesforce Product Manager PB

    City National Bank (Los Angeles, CA)
    …This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will ... improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy… more
    City National Bank (08/07/25)
    - Related Jobs

  • Registered Client Service Associate

    Citigroup (Rolling Hills Estates, CA)
    …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking , and credit products… more
    Citigroup (08/02/25)
    - Related Jobs

  • Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …years related investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7, 63, 65 ... training or correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee to review… more
    Atria Wealth Solutions (08/14/25)
    - Related Jobs