• Senior Trust Officer

    Bank of America (Newport Beach, CA)
    …for managing a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving multi-generational families. Key ... high level of savvy and sophistication regarding high - net - worth clients' concerns / issues...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (07/29/25)
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  • Foundation Project Manager

    VNA Health (Santa Barbara, CA)
    …messaging and engagement strategies to meet the needs of diverse stakeholders, including high - net - worth donors, board members, and executive leadership. + ... mission and engages donors meaningfully. Operating with professionalism, efficiency, and a high degree of autonomy, the Foundation Project Manager collaborates… more
    VNA Health (07/18/25)
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  • Merrill Financial Solutions Advisor - San…

    Bank of America (Mill Valley, CA)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/01/25)
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  • Merrill Financial Solutions Advisor (Partially…

    Bank of America (Sacramento, CA)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (07/22/25)
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  • Branch Manager Northern Valley District…

    Wells Fargo (Davis, CA)
    …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager… more
    Wells Fargo (08/02/25)
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  • Branch Manager

    Wells Fargo (Alhambra, CA)
    …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
    Wells Fargo (08/02/25)
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  • Senior Wealth Manager

    Robert Half Finance & Accounting (Mill Valley, CA)
    …advisory firm based in Mill Valley. The firm offers personalized financial services to high - net - worth individuals and families and is known for its ... Description Job Title: Senior Wealth Manager Location: Mill Valley, CA (Hybrid: 2-3 days/week...Collaborate with team members to ensure consistent delivery of high -quality client service + Maintain compliance and accurate records… more
    Robert Half Finance & Accounting (07/27/25)
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  • Wealth Relationship Manager

    HSBC (San Francisco, CA)
    …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to… more
    HSBC (07/15/25)
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  • Pipeline Account Manager II

    PennyMac (Moorpark, CA)
    …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager II partners with internal Sales teams to build...on loan quality and operational efficiencies. The Pipeline Accounts Manager will : + Conduct daily review of active… more
    PennyMac (07/26/25)
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  • Wealth Relationship Manager

    HSBC (Beverly Hills, CA)
    …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the… more
    HSBC (07/22/25)
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