- Wells Fargo (Pasadena, CA)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, ... Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management . **In this role, you will:** + Administer Special Needs Trusts… more
- ServiceNow, Inc. (Santa Clara, CA)
- …process/decisions + Experience balancing top-line growth with cost structures and investment planning + Excellent program management skills and ability ... deal activity. You'll bring together cross-functional stakeholders to shape deal strategy , streamline "Buy From" execution, and ensure alignment between business… more
- City National Bank (Los Angeles, CA)
- …roles will include, but not limited to:Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal ... vision of the bank * Gains knowledge of banking systems and processes, risk management principles, framework and internal controls * Utilizes knowledge and… more
- BD (Becton, Dickinson and Company) (San Diego, CA)
- …**of possible** with us. **Director of Launch Excellence, US Region Medication Management Solutions** **Primary Functions:** This newly formed role will lead the ... organization. In addition, the role will create and drive go-to-market strategy and ensure successful commercial readiness . This high visibility leadership… more
- City National Bank (Beverly Hills, CA)
- …Relationship Managers and Team Managers in underwriting new deals, and in the management of the team's assigned portfolio. * Work with the unit's Chief Business ... credit colleagues and peers in the evaluation of credit risk for existing clients with a focus on serving...Line Lending Officer and collaborates in determining the appropriate strategy . * Attends client meetings at Relationship Manager or… more
- Bank of America (San Francisco, CA)
- …in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management in addition to spending ... activities. Assist with and attend client meetings and discussions covering investment strategy , account performance, new products, and market developments in… more
- Deloitte (San Francisco, CA)
- …real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax ... companies and range from tax planning to tax compliance, controversy and risk management , specialized services including research and development, government… more
- Walmart (Chino, CA)
- …claims management processes for example associate engagement efforts returntowork programs Risk Management Possesses Knowledge of Risk management ... when assigned goals conflict with departmental goals or overall strategy Documents regulatory and reporting requirements Understands the importance...processes risk assessment reports risk management tools To be able to carry out the… more
- Walmart (Red Bluff, CA)
- …into process design Interprets and evaluates compliance status reports and relevant risk management practices + Assists in the development of company ... contractors on relevant laws/company policies involving the negotiation and signing of contracts ** Risk Management Possesses** + Knowledge of risk … more
- Citigroup (Los Angeles, CA)
- … management of wealth. + Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. + Set challenging ... appropriate people involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility… more
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