- City National Bank (Los Angeles, CA)
- …wealth management operations and subsidiaries. Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the ability to ... they arise, and to provide advice in connection with implementation of overall business strategy for the Bank and its wealth management business. WHAT WILL YOU DO? *… more
- Wells Fargo (Irvine, CA)
- …Advisor Recruiter to join our Advisor Recruiting team within Wealth and Investment Management. The Advisor Recruiting department is charged with leading the organic ... will:** + Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and… more
- Bank of America (Pasadena, CA)
- …for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Wells Fargo (Long Beach, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... assets, regulatory, privacy, ecommerce, deposit relationship and strategy , and business strategies. The section also provides support...Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and… more
- BlackRock (San Francisco, CA)
- …of corporate actions + Deliver operational excellence and foster a culture of investment risk control and compliance + Work alongside SAE Portfolio Management, ... | San Francisco** Systematic Active Equity (SAE) is the quantitative equity investment group with BlackRock. We invest our client assets (approximately $150bn) using… more
- Citigroup (San Francisco, CA)
- …and management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... of developments within own field and contributes to directional strategy by considering their application in own job and...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more
- ServiceNow, Inc. (Santa Clara, CA)
- …deal activity. You'll bring together cross-functional stakeholders to shape deal strategy , streamline "Buy From" execution, and ensure alignment between business ... needs, risk considerations, and sales objectives. You'll play a pivotal...improving GTM efficiency, accelerating deal velocity, and balancing OPEX investment with NNACV growth. Your work will also drive… more
- City National Bank (Beverly Hills, CA)
- …and inspire the team's credit colleagues and peers in the evaluation of credit risk for existing clients with a focus on serving as an early warning indicator ... of deteriorating credit quality to reduce credit risk . * Validate the credit analysis prepared by the...Line Lending Officer and collaborates in determining the appropriate strategy . * Attends client meetings at Relationship Manager or… more
- Deloitte (San Francisco, CA)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures… more
- Bank of America (Los Angeles, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more