- CalSTRS (Sacramento, CA)
- …Income Private Debt (credit) strategies including the general partners fixed income investment managers. The ideal candidate will possess the following skills: + ... Knowledge of investment principles and practices, investment types and markets + Progressive investment management experience + Experience leading or… more
- City National Bank (West Hollywood, CA)
- …sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish ... be the primary point of contact for all new investment management opportunities. * Relationship Management * Take a...Relationship Management * Take a lead role in managing investment services by planning, delivery, and regular review with… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...region. This sales professional will be responsible for generating investment /alternatives sales to financial advisors across wire houses, independent… more
- Aristotle Capital Management (Newport Beach, CA)
- …Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and ... long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment … more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulatory considerations, and fees +… more
- Bank of America (Redding, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- US Bank (Watsonville, CA)
- …Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth ... delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist… more
- KeyBank (Newport Beach, CA)
- …their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities ... affordable housing capital providers, CDLI offers one-stop-shop debt and equity/ investment capabilities that bring together balance sheet, equity/ investment … more
- BlackRock (San Francisco, CA)
- …role** Global Product Solutions (GPS) is at the forefront of shaping BlackRock's investment platform. We design, innovate, and deliver the full spectrum of ... investment solutions-spanning active and index strategies, across every product...responsible for product management and development of BlackRock's Collective Investment Funds, Canada Pooled Funds, active ETFs, and US… more
- Navy Federal Credit Union (Vacaville, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more