- Zions Bancorporation (Irvine, CA)
- …investment strategies, financial planning, estate and tax planning, succession planning, and risk management . The primary goal of a wealth management ... complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for the Zions Bancorporation, an… more
- City National Bank (Beverly Hills, CA)
- …regarding accounts to be further developed or eliminated. * Prepare reports for management . * Monitor portfolio for quality, risk , and adherence to policy. ... *RELATIONSHIP MANAGER SENIOR ENT PRODUCTION* WHAT IS THE OPPORTUNITY?...of the assigned portfolio as well as the corresponding risk . Requires active calling efforts, strategic thinking, and a… more
- Comerica (Beverly Hills, CA)
- …Description The Bank Manager is responsible for the overall leadership, management , and success of a Retail Banking Center(s). This is accomplished by ensuring ... colleagues at their banking center(s). Lead, coach, evaluate, and impact the overall management evaluation of operational and risk activities, and results within… more
- BMO Financial Group (Santa Monica, CA)
- …a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of managed ... Provides financial and investment planning and advice in collaboration...management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
- Huron Consulting Group (Los Angeles, CA)
- …the areas of restructuring & turnaround consulting with distressed clients, corporate financial restructuring, or banking crisis management - High-level of ... & Turnaround team provides comprehensive solutions to companies and their management teams, lenders, other creditors and stakeholders facing challenges driven by… more
- Insight Global (San Jose, CA)
- …or financial services company. * Demonstrated experience in managing risk -oriented technology projects. * Proficient in program reporting, using tools like JIRA, ... Job Description Qualifications & Experience * 5+ years of program or project management experience, preferably in a product-focused environment within a global tech… more
- Dignity Health (Rancho Cordova, CA)
- …and needs of the new provider(s) and staff, as well as the Quality, Risk Management , Compliance, Privacy, Physician Services, Human Resources, Finance and other ... internal support departments. - Responsible for coordination and management of the contact center's financial operation budget. Ensures that patient care is… more
- Meta (Burlingame, CA)
- …strategic direction and operational best practices of our retail operations, program management , and financial analysis functions. You will have demonstrated ... timeline development, and resource allocation. Ensure seamless execution through effective change management and risk mitigation strategies 3. Data Analysis and… more
- HSBC (San Francisco, CA)
- …develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your ... and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and...and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the… more
- Intuit (Mountain View, CA)
- …execute organizational strategy, ensuring agility in adapting to changing business needs. ** Financial Operations & Investment Management ** + Own financial ... and Procurement to drive efficient, value-maximizing investment strategies. + Ensure financial discipline, risk mitigation, and trade-off transparency in… more