- Aristotle Capital Management (Newport Beach, CA)
- …5 years of relevant financial services work experience: required. + Experience in investment management or client service/ sales support within the financial ... Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity...upon sales plan. + Conduct proactive outbound sales efforts to raise awareness of Aristotle's investment… more
- Bank of America (Bakersfield, CA)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management , sales activities, and new client development. + ... Management is a leading provider of comprehensive wealth management and investment products and services for... Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales… more
- Bank of America (Sacramento, CA)
- …field + Proven ability to partner and promote lead generation + Experience balancing investment management , sales activities and new client development + ... advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory… more
- Bank of America (Santa Clarita, CA)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management , sales activities and new client development. + ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- City National Bank (Los Angeles, CA)
- …five years of Client Service or Operational experience at a Broker Dealer or in an investment management environment. * FINRA Series 7 and 63 and 65 or 66 ... for annual investment reviews. * Prepare operational reports for CNS Management to assist with the tracking and supervision of the Program accounts. *… more
- City National Bank (Beverly Hills, CA)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth...* Minimum 7 years of financial experience preferably in Investment Management * 3 years of experience… more
- Lincoln Financial (Sacramento, CA)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Lincoln Financial (Sacramento, CA)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to… more
- Scotiabank (San Francisco, CA)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Citigroup (Beverly Hills, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work… more