- JPMorgan Chase (San Francisco, CA)
- …basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with High-Net-Worth clients' ... customize solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work...or program entries. Chase is a leading financial services firm , helping nearly half of America's households and small… more
- Robert Half Finance & Accounting (Irvine, CA)
- Description We are looking for an Investment Relations Specialist to lead and oversee key financial operations and investor engagement for our organization. This ... with investors, ensuring open communication and enhancing the company's capital market presence. * Assess and mitigate financial risks while ensuring efficient… more
- Citigroup (Los Angeles, CA)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals,… more
- Citigroup (Los Angeles, CA)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... + Apply an in-depth level of knowledge in key investment and financing products. **Qualifications:** + 15+ years of...proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading… more
- Aristotle Capital Management (Los Angeles, CA)
- …a high-performing function responsible for the governance, optimization, and strategic deployment of market data resources across the firm . The Vice President of ... the firm 's overall data strategy. Key Responsibilities: + Define and execute the firm 's market data strategy to align with corporate goals and investment … more
- Bank of America (Newport Beach, CA)
- …Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm 's business objectives and contributes ... Merrill Market Supervision Manager Newport Beach, California **To proceed...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Wells Fargo (Woodland Hills, CA)
- **About this role:** Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of ... management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities. + Skilled in coaching… more
- Bank of America (Walnut Creek, CA)
- …staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs ... Merrill Market Client Relationship Manager Walnut Creek, California **To...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Merrill- Market -Client-Relationship-Manager\_25036772) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (Torrance, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...in all states. Chase is a leading financial services firm , helping nearly half of America's households and small… more