- Citigroup (Glendale, CA)
- …and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- Bank of America (San Francisco, CA)
- …activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments ... Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and… more
- City National Bank (Los Angeles, CA)
- …people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) Or ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- The Brattle Group (San Francisco, CA)
- …Manager (PDM), and Group Principals to develop and execute a revenue growth and market visibility plan. The Senior BDM will be embedded in the Securities Group and ... Practice Leaders on developing and implementing annual strategic plans. Utilize market analysis, competitor analysis, and other client insights to inform business… more
- Sacramento Credit Union (Sacramento, CA)
- TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER ... to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our H-Street branch. An individual who… more
- City National Bank (Westlake Village, CA)
- …issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop ... minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- CBRE (Sacramento, CA)
- … research, financial analysis, and data analytics to support real estate investment decisions. + **Training and Development Specialist :** Military personnel ... Centers, Engineering/Maintenance, Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Management, Legal, Marketing, People/Human Resources, Project Management, Property… more
- JPMorgan Chase (Irvine, CA)
- …as an International Product Specialist is for you. As an International Product Specialist within the Middle Market Banking Group, you will be responsible for ... part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role,...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Abbott (San Francisco, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... Opportunity** We are hiring a **Point of Care Solutions Specialist ** in our **Abbott Point of Care (APOC) Division**...within an assigned territory leading commercial execution to increase market share and drive sustainable growth. Working in a… more
- Banc of California (Santa Ana, CA)
- …banks focused on providing banking and treasury management services to small, middle- market , and venture-backed businesses. Banc of California offers a broad range ... Knowledge of various non-retail banking products and services including deposit, investment , treasury and cash management, equipment lending, commercial real estate,… more