- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... Investment Advisory Program and client-directed accounts, to affluent individuals...accounts, to affluent individuals and their families within the Bank 's Personal and Business Banking Group. Provide account maintenance… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT SERVICE ASSOCIATE SENIOR* WHAT IS THE OPPORTUNITY? Work with Investment Services Managers in the managing of the overall relationship of assigned ... ensures compliance with all statutory requirements. What you will do * Investment Administration Process fund transfers, wires, checks, transfers to and from City… more
- Bank of America (Los Angeles, CA)
- Vice President - Investment Banker - Financial Institutions Group (FIG), Asset Management New York, New York;Los Angeles, California **Job Description:** At Bank ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...Vice President to join our industry-leading Global Asset Management Investment Banking team within our Financial Institutions Group (FIG).… more
- Bank of America (Newport Beach, CA)
- Credit Executive, Global Wealth & Investment Management Newport Beach, California;Los Angeles, California; San Diego, California **Job Description:** At Bank of ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Skills:** * Business Development… more
- US Bank (Glendale, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Bank of America (Pasadena, CA)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... North Carolina; Miami, Florida; Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common...make an impact in the communities we serve. At Bank of America, you can build a successful career… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR* WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities assigned to the Trust ... Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions...mutual funds. * Coordinates with Account Officers, brokers and Investment Managers to arrange for settlement of securities. Contacts… more
- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private Bank ... business transactions. Monitors and maintains operations procedures for compliance to bank policies and industry regulations. Acts a primary liaison representing the… more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue business...+ Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration… more
- Meta (Sunnyvale, CA)
- …field 19. SQL experience 20. Experience in a high-growth tech company or investment bank 21. Exceptional communication skills and experience to distill vast ... amounts of information into a clear and concise story 22. Experience managing multiple workstreams end-to-end **Public Compensation:** $115,000/year to $166,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be… more