- Bank of America (San Francisco, CA)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Cushman & Wakefield (Los Angeles, CA)
- …delivery work streams: facilities management, commercial management, project services, brokerage services and portfolio administration * Complete understanding of ... experience with at least 6 years at the Facility Manager level * Broad commercial real estate and financial...background with 12+ years of relevant experience as portfolio/asset manager with expertise in all facets of facility/property operation… more
- Deloitte (Costa Mesa, CA)
- …as general health and group benefits skills. Key Responsibilities + Lead project manager for specific projects or key workstream lead on larger projects. + Evaluate ... Pharmacy Benefit Manager (PBM) contracts, deal terms, and financial proposals. +...contracts. + 5+ years of experience in consulting or brokerage in US health/welfare benefits. + 3+ years of… more
- Charles Schwab (Corte Madera, CA)
- …operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist to help ... to build and maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked… more
- JPMorgan Chase (Los Angeles, CA)
- …individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and ... investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset classes… more
- Anywhere Real Estate (Los Angeles, CA)
- …the quality of language services. This role reports to the Global Manager , Language Partner Network and collaborates closely with Language Consultants, Product ... Leadership** + Provide support and act as a delegate for the Global Manager , Language Partner Network. + Offer feedback on systems and processes, recommending… more
- WTW (Los Angeles, CA)
- …and approaches + Advising on the latest industry trends + Pharmacy Benefits Manager (PBM) vendor procurement and negotiation + Audits of PBM performance (financial ... design/management of large group pharmacy benefit plans gained in a consulting or brokerage environment + Proven ability to generate revenue + Track record of… more
- AIG (San Francisco, CA)
- …technical underwriting and marketing support on other projects + Assisting regional manager and product leaders in developing existing and establishing new broker ... of relevant professional experience; Commercial Insurance Company, Agency or Brokerage experience preferred; Marine liability experience preferred + Bachelor's… more
- City National Bank (Beverly Hills, CA)
- …full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with client team. Utilize ... planning capabilities and develop solutions across investments including brokerage , trust and wealth transfer, credit, deposit, and all other appropriate services. *… more
- Cushman & Wakefield (Los Angeles, CA)
- …will support transactions generated by Cushman & Wakefield's Capital Markets brokerage services with a concentration in multifamily valuation analyses. Senior ... financial analysis/modeling requests, which may include serving as a project manager on high-value client opportunities and portfolio transactions + Prepare pro… more