- JPMorgan Chase (San Francisco, CA)
- …relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Applied ... and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately + Be passionate about innovation, the… more
- JPMorgan Chase (San Francisco, CA)
- …relationships and providing financial advice to your clients. A role as an Industry Executive is for you. As an Industry Executive on the Technology, Middle ... and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately + Be passionate about innovation, the… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …generation and rating agency dialogue. Work with Portfolio Managers to support existing management of the current portfolio and clients. Will also drive and follow ... all FTS/FTB key policies and procedures. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following… more
- The Hartford (San Francisco, CA)
- …others accomplish theirs, too. Join our team as we help shape the future. Y- Risk , as an underwriting company of The Hartford, partners with brokers to provide robust ... proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are...in Silicon Valley. We are building on the existing Y- Risk brand as an industry leader in underwriting the… more
- JPMorgan Chase (San Francisco, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner ... goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Irvine, CA)
- …mindset + Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best ... new technologies + Protect the firm by following sound risk management protocols and control policies and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- TIAA (Sherman Oaks, CA)
- …Client Relationship Management , Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio ... specific investment strategy or to reach an investment objective. + Determines acceptable risk levels...team of updated knowledge of capital markets and the investment management industry to make informed decisions… 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
- City and County of San Francisco (San Francisco, CA)
- …AND Experience Six (6) years of managerial experience in project management , change management , risk management , or a closely related field, all of which ... in aviation and/or technology environment. + Public sector experience in change management , technology implementation, risk management , including risk… more
- Bank of America (Newport Beach, CA)
- …Program **Skills:** + Decision Making + Influence + Negotiation + Problem Solving + Risk Management + Adaptability + Business Acumen + Collaboration + Oral ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more