- Citigroup (Riverside, CA)
- …or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** ... etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- BMO Financial Group (Palo Alto, CA)
- …complex RFPs + Experience with Sales Strategy and Sales referral process development + Risk Management - In-depth + Sales and Service Management -In-depth + ... develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within… more
- Cedars-Sinai (Los Angeles, CA)
- …insurance contracts and payer agreements that enable Cedars-Sinai to meet its financial objectives and mission through continuous and thorough analysis in evaluating ... process, developing contract language and negotiation strategy, and in-depth financial analyses of contract performance. Oversees assigned Health Plans in… more
- Coinbase (Sacramento, CA)
- …our federal policy priorities, including crypto market structure legislation. A background in financial services or tech policy is helpful. *What you'll be doing ... in Congress, including the Senate, particularly offices and committees relevant to financial services or tech. * Experience driving policy strategies in… more
- City National Bank (Los Angeles, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... projects that are critical to strategy success, including addressing risk , regulatory requirements, and blockers to strategy...CNB's overall data strategy. * All City National products, financial solutions and services are to be… more
- Stanford Health Care (Palo Alto, CA)
- …areas; organizational change management; ensuring compliance with accreditation and regulatory standards; quality assurance/quality improvement; safety and risk ... customizing education and staff roles, and accepting organizational accountability for services provided to recipients are critical outcomes expected of this role.… more
- MUFG (Los Angeles, CA)
- …(b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association ... heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across… more
- Travelers Insurance Company (Sacramento, CA)
- …Degree. + Four years of product development experience preferably in the financial services industry. + Insurance experience with understanding of products, ... play a critical role in the achievement of Travelers financial objectives (growth, profit & retention) for one or...underwriting, coverage, rules, forms, regulatory environment, risk management, pricing/filing processes and… more
- PennyMac (Moorpark, CA)
- PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production ... with executive management + Strong verbal and written communication skills + Financial Services and, if possible, mortgage industry experience preferred Why… more
- HSBC (San Francisco, CA)
- …products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the Company in community ... works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value...As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your portfolio of clients… more