- BMO Financial Group (Los Angeles, CA)
- **We are hiring for our Fiduciary Administration Legal Team in California. Our team reviews new fiduciary business opportunities, advises on legal issues arising ... from day-to-day fiduciary operations, and provides guidance on policies and procedures....and procedures. You will have the opportunity to advise senior leaders on risk and legal issues arising out… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced, and growth-oriented National ESOP (Employee Stock Ownership Plan) Lender and Subject Matter ... calling, transaction structuring guidance, and ESOP education. * Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary … more
- Amazon (Santa Monica, CA)
- …of large scale construction programs. As the R2L (Remote to Local) Construction Manager (CM), you will work with broad set of stakeholders including Real Estate, ... track and communicate progress - Develop capital appropriation requests and manage fiduciary responsibility for approved budgets - Perform site visits on a periodic… more
- M&T Bank (Costa Mesa, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and… more
- Zurich NA (San Francisco, CA)
- …well-prepared purpose. + Mentor team members. This role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level ... Senior Management Liability Underwriter 125890 Zurich is currently...Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies.… more
- City National Bank (Los Angeles, CA)
- …analyze results of testing performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, ... *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY?...synthesizes results of testing performed, effectively communicates results to senior management to affect change, and delivers well written… more
- City National Bank (Los Angeles, CA)
- …AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... performed, and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of meetings, presentation,… more
- Columbia Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Columbia, we create a ... and interests of Columbia Trust Company. The Trust Market Manager has responsibility for themanagement of the trust administrative...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- Zions Bancorporation (Irvine, CA)
- …Bankers + Private Bankers + Commercial Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth advisory services business, ... all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships. + Ensure… more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a variety ... and compliance with tax laws Mentor and train staff accountants and senior tax associates Coordinate and manage multiple engagements and deadlines simultaneously… more