- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that… more
- S&P Global (CA)
- …inbound third-party content from market data providers, subscription licensing, vendor management , and stakeholder engagement. iDACS is instrumental in ensuring that ... audits **Functional & Business Knowledge:** . Prior experience in vendor management , contract review and/or vendor negotiation, including all relevant business,… more
- Comerica (Burlingame, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... accounts and recommend appropriate deposit account types + Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing… more
- Comerica (Tustin, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... conversations to add value to customers relationships. + Support consumer portfolio management efforts to retain, expand and increase the number of portfolio… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- JPMorgan Chase (Irvine, CA)
- …multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate ... will assume significant responsibility by interacting frequently with senior management and working directly with clients **Required Qualifications, Capabilities,… more
- Comerica (Costa Mesa, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... analysis. Provide support in data entry, system updates, and database management . Assist with administrative tasks such as scheduling meetings, preparing materials,… more
- Brunswick (Fresno, CA)
- …by the company within an assigned territory. - Responsible for the sale, management , and implementing of product and marketing programs, forecasting of new and ... Monitor and learn market area information and communicate information to Management . Up-sell and cross-sell, suggesting product substitutes where applicable. -… more
- Scotiabank (San Francisco, CA)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic… more