- M&T Bank (Costa Mesa, CA)
- …Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...objectives are achieved. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …USA Pay Range $194,695.80 - $324,493.00 Position Type Full Time Job Description Financial Partners Credit Union is seeking a Vice President of Information Security & ... GDPR, CCPA (and additional states or country privacy laws), PCI-DSS internal controls and monitor adherence to them + Proactively document and review processes,… more
- JPMorgan Chase (Rancho Palos Verdes, CA)
- …diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be ... by providing education and advice tailored to suit their financial needs. As a Branch Operations Lead Trainee in...Trainee in Branch Banking, you collaborate with the Branch Manager , branch employees and One Chase colleagues to ensure… more
- CVS Health (Sacramento, CA)
- …pharmacy and member specific claims data including, but not limited to, financial and operational information supporting state and federal compliance reporting. You ... using SQL and SAS. You will continuously improve quality controls and accuracy of reported data, looking for ways...highly collaborative. You will report to the Senior Reporting Manager within the PBM Finance Data, Analytics, and Automation… more
- US Bank (Irvine, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... manner, resolve deficiencies with appraisal reports. When requested, assist Regional Manager and or Chief Appraiser with national portfolios, warehouse lines, staff… more
- CDM Smith (Los Angeles, CA)
- …phases of the project, ensuring adherence to quality standards and timelines. Financial Management: Direct and oversee project budgets, forecasts, and financial ... reporting, health and safety, and interpretation of monthly performance of project controls figures. Resource Management: Direct and oversee the assignment of all… more
- Shimmick (Los Angeles, CA)
- …projects, and more. Our solid foundation of enduring client relationships, financial stability, market leadership, effective risk management, and strategic presence ... with 20+ years of experience + Solid foundation: client relationships, financial stability, and market leadership **Electrical Division** Since the early 1990s,… more
- Shake Shack (Santa Clara, CA)
- …of healthy P&L statements for all Shacks in area to ensure progressive financial success while driving consistent General Manager (GM) collaboration to identify ... of the business in the creation of clear targets for revenue growth and cost control to drive accountability. + Empowers and develops leaders to act in a manner… more
- Wells Fargo (Seal Beach, CA)
- …or relationship manager to meet their needs + Partner with financial advisors to understand appropriate introductions to address the needs of customers with ... relationships with customers and partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63… more
- BMO Financial Group (San Francisco, CA)
- …for new opportunities. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, ... with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate client needs. +… more