• Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    …and KYC documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts.Answer incoming operational and sales related phone ... calls for CNS Brokerage Accounts. Operational calls include tax documents, trade settlements, asset transfers, asset servicing, and client account maintenance.… more
    City National Bank (07/16/25)
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  • Manager, US Retirement

    General Motors (Sacramento, CA)
    …and collaborate with GM Labor Relations, Human Resources, Policy, Legal, Tax , Finance, Treasury Operations and third-party administrators + Oversee daily operations ... to existing or new benefit programs + Ensure governance, compliance, and fiduciary responsibilities of benefit programs + Have a process excellence mindset by… more
    General Motors (07/16/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …CIP and KYCQ documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Provide Sales and Administrative Support to ... stock, securities settlement, cashiering, corporate reorganizations, dividends, margin, and tax inquiries. * Provide supervisory level technical support for CNS… more
    City National Bank (07/12/25)
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  • Trust Market Manager

    Umpqua Bank (Walnut Creek, CA)
    …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... and issues,required + 10+ years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication skills. + Public Speaking skills desired **Travel:** Occasional… more
    Umpqua Bank (06/27/25)
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  • Wealth Market Manager - Irvine or Houston

    Zions Bancorporation (Irvine, CA)
    …services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships. + Ensure… more
    Zions Bancorporation (05/29/25)
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