- Citigroup (Canyon Country, CA)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , and wealth management . Citi Bank Retail Mortgage provides ... about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow,… more
- Anywhere Real Estate (Riverside, CA)
- …monitoring contracts to ensure compliance with legal standards and mitigate risk . + Develop, implement, and maintain contract compliance policies, procedures, and ... and automate contract compliance activities, generating comprehensive reports for management . + Monitor franchise compliance performance and adherence to franchise… more
- BMO Financial Group (Santa Cruz, CA)
- …legal and regulatory requirements, and Bank policies. + Excellent understanding of brokerage and insurance products. + Excellent knowledge of business services, ... requiring the SIE, Series 6, 63, Life and Health insurance .** **_The mission of Premier Services is to help...required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of client portfolio… more
- Citigroup (San Francisco, CA)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior ... Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:**… more
- Citigroup (Downey, CA)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior ... Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:**… more
- JPMorgan Chase (San Francisco, CA)
- …execution and daily control over trade settlement + Contact point with Supervisory Management , Risk Management , and Investor Support team **Required ... your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to… more
- SitusAMC (Los Angeles, CA)
- …commercial real estate loans at a bank, insurance company, debt fund, brokerage , investment management company or similar; specific focus on CMBS a plus ... strengths and risks with associated mitigants. Assist in structuring loans based on risk assessment and credit guidelines + Conduct research on real estate markets,… more
- WTW (San Francisco, CA)
- …your health and benefits business acumen as well as your financial, project management and communication skills by working on cutting edge projects alongside leaders ... a region + Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies + Contributes to vendor financial reviews for clients +… more
- WTW (Irvine, CA)
- …a region + Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies + Reviews technical & consulting accuracy on client ... Delivery Centers and Client Service teams to deliver superior project management + Build strong relationships internally and collaborate effectively on… more
- WTW (Los Angeles, CA)
- …plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to ... Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions + Provides consulting quality reviews and client delivery for… more