- 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 ... *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth ...Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for… more
- Charles Schwab (Los Angeles, CA)
- …Retirement Planning, Education Planning, Investment Management , Banking & Lending Management , Insurance & Risk Management , and Estate Planning + ... or incentive opportunities. Click the link below to review our Investment ** **Professionals'** **incentive structure.** Investment Professionals' Compensation |… more
- City National Bank (Los Angeles, CA)
- …of legal contracts and investment related documentation, such as investment management agreements, subadvisor agreements, side letters, referral agreements, ... of 10 years of experience at a major law firm (financial services or investment management practice), in-house legal department of a financial institution or… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …wealth management plans + Coordinate across disciplines including investment management , estate planning, tax strategy, risk management , and general ... impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a Lead Advisor to join its San… more
- Leonardo DRS, Inc. (Cypress, CA)
- …/working capital; forecasting; contractual reporting (CDRL, EVM, cost and pricing, C/SSR); risk management ; return on investment (ROI); audit preparation ... + Provide support of the Financial & Program Analysis management functions to the department + Understand the Annual...process and help prepare program bookings, revenue, operating profit, investment and cash flow data + Understand how job… more
- MUFG (Los Angeles, CA)
- …PMG will be responsible for the implementation of the credit risk management function within GCIB (Global Corporate & Investment Bank) and more specifically ... debt transactions according to established policies and guidelines for non- investment grade clients and prospects + Manage a portfolio... framework **Support and mentor junior analysts in credit risk management process:** + Guide, train and… more
- Bank of America (Beverly Hills, CA)
- …Advisors, such as business management , business development, wealth planning, investment management , or relationship management . Key responsibilities ... in at least two of the following specialized functions: Wealth Planning, Investment Management , Business Development, Business Management and/or Relationship… more
- Bank of America (Irvine, CA)
- …Advisors, such as business management , business development, wealth planning, investment management , or relationship management . Key responsibilities ... Management is a leading provider of comprehensive wealth management and investment products and services for...by resolving client issues and analyzing data to address risk issues and trends + Escalates issues and provides… more
- Southern California Edison (Pomona, CA)
- …filings, such as the General Rate Case, Wildfire Mitigation Plan, and Risk Assessment Mitigation Phase. As a Distribution/Vegetation Management Asset Strategy ... & Inspection activities to ensure better performance and reduce risk for SCE. In addition to developing a long-term...benefits of proposed mitigation strategy projects in the capital investment strategy + Leads the development and management… more
- Bank of America (Santa Barbara, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... Wealth Management Client Associate Santa Barbara, California **To proceed...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more