- Citigroup (San Francisco, CA)
- …private clients with an institutional profile and wallet ("Institutional Wealth") to middle market family office clients with more traditional wealth and ... The Global Family Office Group ("the Group") is a global strategic...product partners, coordinating Wealth's engagement across the Global Family Office Wealth continuum. The client base ranges from the… more
- Zurich NA (Los Angeles, CA)
- …be visible in the marketplace to meet with our agents and brokers and be in the office 2-3 days per week. Middle Markets is a key business segment within Zurich, ... Market Facing Underwriter, Middle Markets 118380 Zurich is seeking an experienced...position will be based out of our Los Angeles office , you will have the flexibility to work on… more
- Insight Global (San Francisco, CA)
- …leading financial service clients is looking for an Application Engineer to join their Middle Office Asset Serving Technology group for a remote to start ... assignment which will eventually be onsite in a hybrid model in Downtown Manhattan (240 Greenwich St). This resource will be responsible for developing technical solutions and utilizing new or existing applications for asset servicing clients to give them… more
- City National Bank (Los Angeles, CA)
- …licensed representatives on City National Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, ... Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB policies and procedures as… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Assist in training and developing analysts and work closely with analysts and our middle office and data teams to ensure accuracy of credit system data ... **Required Qualifications, skills and capabilities** + BA/BS degree + Minimum 7 years of commercial/investment banking lending experience including extensive credit, structuring, and marketing + Possesses a solid understanding of financial products, corporate… more
- SMBC (Los Angeles, CA)
- …to coordinate and communicate with various internal departments across the bank ( middle /back office , global counterparts.) + Ability to organize thoughts and ... is hiring a Credit Analyst in our Los Angeles office . The main function of this position is to...work from home, as well as, from an SMBC office . SMBC requires that employees live within a reasonable… more
- The Hartford (Brea, CA)
- …theirs, too. Join our team as we help shape the future. The Hartford's Middle and Large Technology Industry vertical is seeking a Managing Director who will lead ... and manage our Northeast Division Middle and Large Casualty Technology Underwriting Referral team. This...work schedule, with the expectation of working in an office 3 days a week (Tuesday through Thursday). Compensation… more
- Zurich NA (Sacramento, CA)
- Market Facing Underwriter, Middle Markets 119750 Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to ... We've been dedicated to assembling a team of dedicated Middle Market leaders and underwriters who understand this space...on new and renewal business + Experience with Microsoft Office OR Senior Underwriter Basic Qualifications: + High School… more
- Proofpoint (Sunnyvale, CA)
- …Visionary in future-focused problem-solving, Exceptional in execution and impact. **The Middle Enterprise Team** Recognized as a stable, world class company with ... that protect our global customer base. Our team of Middle Enterprise Account Executives consists of a diverse variety...is a Hybrid role reporting to our Sunnyvale, CA office 3 days a week 3+ years Sales experience… more
- Truist (San Francisco, CA)
- …Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle market relationships by offering a full range of loan, deposit, ... credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM)… more
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