- City National Bank (Los Angeles, CA)
- …teams, particularly as related to acquisitions, unit openings, closings or consolidations, product management , and other unit projects; represents line units in ... this position act strategically to guide the Private Bank management team on client servicing, operational risk management...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets… more
- CIBC (San Francisco, CA)
- …administration and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong ... Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking… more
- LinkedIn (San Francisco, CA)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...the go-to-market strategy, capabilities and tactics to win B2B investment . You will manage the day-to-day operations of your… more
- Deloitte (San Francisco, CA)
- …or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, or related ... risk-related, technological, or operational evolutions + Direct working experience related to product management , regulatory compliance, risk management or… more
- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Umpqua Bank (Newport Beach, CA)
- …requires expertise in simple to intermediate estate planning, tax planning and advanced investment management . + Primary role is to pursue business development ... banking, and wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA,… more
- JPMorgan Chase (Irvine, CA)
- …US Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in ... team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return… more
- Thrivent Financial (Costa Mesa, CA)
- …Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're ... + Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen… more
- LinkedIn (San Francisco, CA)
- … initiative roadmaps through data driven insights, sizing the impact of product and GTM initiatives, and operational performance management to understand ... We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can...minimum 3 years of experience in finance, finance accounting, management consulting, investment banking, or related field… more
- Meta (Menlo Park, CA)
- …relations program, helping to build and maintain relationships with the investment community and an enhanced understanding and appreciation for the company's ... business model, strategy and investment merits. You will also serve as a key...investor targeting exercises 5. Contribute to the planning and management of investor events (conferences, road shows, investor meetings),… more