- Zions Bancorporation (Irvine, CA)
- …individuals, families, and businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, succession ... planning, and risk management. The primary goal of a wealth management...a cohesive group of banking professionals, which includes: + Investment Management Portfolio Managers/Advanced Planning Professionals + Retail Bankers… more
- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... special projects + Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are… more
- Stanford Health Care (Menlo Park, CA)
- …and financial models to evaluate the viability and potential return on investment for new services, programs, partnerships, and major capital expenditures, ensuring ... and scenario planning to support strategic decision-making, resource allocation, and risk management. + Reporting & Communication: Prepare and present clear, concise… more
- HUB International (San Rafael, CA)
- …Global Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and ... than 120 offices throughout the United States, GRP's financial advisors provide investment services to over 9,000 retirement plans with over 900,000 retirement plan… more
- US Bank (Rancho Palos Verdes, CA)
- …financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and ... of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized… more
- City National Bank (San Francisco, CA)
- …THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- CenterWell (Sacramento, CA)
- …high-impact complex care initiatives to drive quality and cost improvement for high- risk senior populations in full risk Medicare arrangements. This individual ... + Implement tools and processes to track program impact, assess return on investment , and identify opportunities for refinement and scaling. **Use your skills to… more
- Lincoln Financial (Sacramento, CA)
- …to present to various stakeholders, including product management, pricing review, risk management, and senior leadership. **What you'll be doing** **Pricing and ... Risk Analysis** *Perform pricing analysis using vendor or internally...understand the impacts of potential changes in product design, investment strategy, reserve and/or capital requirements, and hedging strategies… more
- Cowbell Cyber (Pleasanton, CA)
- …to provide small and medium-sized enterprises (SMEs) with advanced warning of cyber risk exposures bundled with cyber insurance coverage adaptable to the threats of ... today and tomorrow. Championing adaptive insurance, Cowbell follows policyholders' cyber risk exposures as they evolve through continuous risk assessment and… more
- Walmart (Irvine, CA)
- …frameworks and documentation processes; Test approaches; Traceability matrices; Risk -based analysis; Test automation; System functionality, performance, and ... integration; Data migration and accessibility; Governance mechanism and risk assessment. To understand customer requirements (including hardware and software… more