- City National Bank (Los Angeles, CA)
- *AUDITOR II- ENTERPRISE RISK MANAGEMENT * WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit ... employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws,… more
- City National Bank (Los Angeles, CA)
- …accounts including personal, business (entity), fiduciary, and retirement accounts. * Provide Sales and Administrative Support to Investment Officers and client ... SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the… more
- Cardinal Health (Sacramento, CA)
- …who need them-faster.** **_Job Summary_** The Senior Product Manager, Product Management & Development executes marketing strategies for products to differentiate ... of independence and may provide guidance to less experienced Product Management professionals. **_Responsibilities_** + Develops annual and multi-year product … more
- Neuberger Berman (CA)
- …a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments. + Coordinate all prospect ... The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs,...+ A minimum of 7 years' experience within the investment management industry; 5+ years of intermediary… more
- Marriott (Palm Desert, CA)
- …Experience** * High school diploma or GED; 4 years experience in the event management , food and beverage, sales and marketing, or related professional area. OR ... or related major; 2 years experience in the event management , food and beverage, sales and marketing, or related professional area. **CORE WORK ACTIVITIES**… more
- City National Bank (Beverly Hills, CA)
- …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials… more
- BlackRock (San Francisco, CA)
- …partners to help advisors navigate markets, portfolio, business issues, etc. . Drive sales across the full spectrum of BlackRock investment solutions (Alts, ... strategy to ensure consistent engagement and influence. . Drive sales through mastery of BlackRock investment solutions,...required. . 7+ years of experience in a business development/ sales role focusing on asset management or… more
- US Bank (Rancho Palos Verdes, CA)
- …of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized ... and individualized investment advice suited to those objectives while complying with...two years of industry related experience in a financial sales or wealth position - Will need FINRA Series… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …diploma or equivalent (Bachelor's Degree Preferred) Minimum of three (3) years investment sales experience (preferably in a financial institution) Computer ... to the broker dealer Demonstrated ability to sell products and services to investment clients, evidence of strong sales results Broad knowledge of… more
- BlackRock (San Francisco, CA)
- …Vice President / Director** **Firm Overview:** BlackRock is a global leader in investment management , risk management and advisory services for institutional ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management , advisory and… more