- Huntington National Bank (Newport Beach, CA)
- …credits within the portfolio or for new prospects. + Proactively assists Relationship Manager in development of marketing presentations and pitch books ... The REF team is seeking a talented and ambitious Sr. Portfolio Manager (Associate Director), and this role supports the Renewable Energy, Underwriting and… more
- US Bank (San Diego County, CA)
- …significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable for the… more
- City National Bank (Los Angeles, CA)
- …* WHAT IS THE OPPORTUNITY? Provides SBA 7A loan documentation supports Relationship Managers and Credit Officers in facilitating loan preparation and documentation ... to fully protect the Bank's interests in the credit relationship . WHAT WILL YOU DO? * Loan Processing, Closing...prior to the release of loan documents to the client for execution. * Obtains insurance documentation for new… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed… more
- Synchrony (Costa Mesa, CA)
- …This role will be responsible for oversight across cross functional and cross client teams to ensure compliance with Synchrony standards. **_Our Way of Working_** ... build, testing, QA, and Production deployment. + Manage technology relationship with PayPal and internal cross-functional business and technology teams.… more
- Wells Fargo (Los Angeles, CA)
- …and individual contributors responsible for a comprehensive strategy across the US client needs with some international opportunities. + Provide vision and set ... to develop, retain, and grow highly complex and strategic client relationships + Lead a national team of treasury...inside and outside of the firm + The successful manager will be a demonstrated leader with a proactive,… more
- Wells Fargo (Los Angeles, CA)
- …analysis, enterprise valuation, and credit memoranda preparation + Engage in regular client interaction and relationship management with CEO, CFO and private ... sponsor for assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join… more
- Capital One (Los Angeles, CA)
- …responsible for recruiting, onboarding, and training new sellers, and supporting those Relationship Managers. As a Local Market Leader (LML), you will report ... based support teams and local Retail and Small Business banking and Commercial bank relationships throughout their market. +...motivate and conduct joint work with their team of Relationship Managers. + Partner with other LMLs to ensure… more
- US Bank (Watsonville, CA)
- …appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in ... tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work experience… more
Recent Jobs
-
Senior Low Observables Design & Integration Engineer - Pole Model
- Boeing (Berkeley, MO)