- Bank of America (Walnut Creek, CA)
- …service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (San Francisco, CA)
- …execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- KeyBank (Los Angeles, 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
- Bank of America (Beverly Hills, 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 (Los Angeles, CA)
- …Strong in legal documents + Coordinate with internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor ) to facilitate timely ... the team responsible for account opening new accounts trust, investment , and banking platforms and legal reviews. This role...align account setup with client objectives. + Partner with Market Leader, Market Director, Wealth Advisors, Bankers… more
- JPMorgan Chase (San Francisco, CA)
- …identify and develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth ... you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with...affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… more
- Wells Fargo (Los Angeles, CA)
- …financial growth initiatives. + Drive complex business development strategies, leveraging market trends and advisor feedback to inform territory planning ... Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization. This role is ideal… more
- CBRE (Sacramento, CA)
- …and procedures associated with commercial real estate finance, including commercial appraising, market analysis, and investment analysis. **What you'll do:** + ... Provide consultative advisory services to clients, aiming to become a trusted advisor in HUD multifamily finance. + Collaborate closely with CBRE professionals… more
- Citigroup (Beverly Hills, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Amazon (East Palo Alto, CA)
- …potential of startups through understanding of their architecture, technology stack, and market opportunity * Serve as technical advisor to portfolio companies, ... Do you have the technical depth, business acumen, and investment insight to help establish AWS as the foundation...and provide feedback based on results * Collect early-stage market signals from investors and founders to support AWS… more