- Wells Fargo (Los Angeles, CA)
- …Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the career ... of financial services industry experience + Experience in compliance or broker- dealer governance + Experience partnering with business, compliance and supervision… more
- Ally (Sacramento, CA)
- … relationship management for their assigned territories. * Portfolio Management/ Dealer Management - facilitate the delivery and management of products and ... services to automotive dealers, including lines of credit for vehicle inventory, equipment, working capital and real estate loans, and commercial insurance products, to assist in dealership operations. Roles and responsibilities include credit underwriting,… more
- BlackRock (San Francisco, CA)
- …all channels, geographies, and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access ... BlackRock's suite of AI products with advisors across the Wirehouse, Independent Broker Dealer , and RIA segments. They will be focused on delivering deep expertise… more
- City National Bank (Los Angeles, CA)
- …prudent risk management, regulatory oversight, business development, and client relationship management. The position requires a deep understanding of fiduciary ... to Investment Management and Fiduciary activities * Investment management experience (Broker/ Dealer (FINRA) and RIA (SEC) required * Strong interpersonal, verbal and… more
- Lincoln Financial (Sacramento, CA)
- …year and provides recommended changes where appropriate. *Maintains a strong relationship with key business partners throughout the organization and leverages those ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lithia & Driveway (Los Angeles County, CA)
- …performers will build upon their accounting & financial acumen while also building relationship and influential leadership skills. This will serve them well on a ... of Service Contracts + Submission of Warranty Contracts + New car purchases and Dealer trades + Recording of used car purchases + Request and process lien payoffs… more
- Lincoln Financial (Sacramento, CA)
- …communicator with excellent written and verbal communication skills *Demonstrated relationship management skills with internal clients; proven ability to develop ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- City National Bank (Los Angeles, CA)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/ Dealer , Investment Banking activities for CNB's Capital Markets, Registered and ... order to develop effective data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in their… more
- Wells Fargo (Palo Alto, CA)
- …Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the career ... of financial services industry experience + Experience in compliance or broker- dealer governance **Job Expectations:** + US only: Obtaining and/or maintaining… more
- Sacramento Credit Union (Sacramento, CA)
- …experience, and promote loan growth. + Manages indirect relationships, including CUDL relationship . + *Supports and develops credit union staff with education and ... and loan servicing (Credit Scoring distribution reports, delivery channel reports, dealer concentration and performance reports, paid off loan and lien release… more