- Citigroup (Downey, CA)
- …a dedicated Wealth team to meet the financial needs of our Affluent and High- Net Worth clients, including a Wealth Relationship Manager and field experts such ... the entire continuum of wealth clients. The unified business supports ultra-high- net -worth individuals and family offices through Citi Private Bank, operates in… more
- Citigroup (San Francisco, CA)
- …a dedicated Wealth team to meet the financial needs of our Affluent and High- Net Worth clients, including a Wealth Relationship Manager and field experts such ... the entire continuum of wealth clients. The unified business supports ultra-high- net -worth individuals and family offices through Citi Private Bank, operates in… more
- The County of Los Angeles (Los Angeles, CA)
- …the level of Los Angeles County's class of Staff Assistant I, assisting a manager of a line operation within a Los Angeles County department. Has responsibility for ... internal operations and procedures as an assistant to the manager of a line operation in a County department....REQUIREMENT: Ability to type at the rate of 40 net words per minute. Applicants must meet the requirements… more
- Anywhere Real Estate (Sacramento, CA)
- …and succession. + The bottom line: You will be accountable for overall net agent growth and increased profitability while focusing on all real estate activities ... coaching program to peak performance measured by established profitability and net agent growth targets. + **Talent scout** : Identifies, recruits, acquires,… more
- JPMorgan Chase (Los Angeles, CA)
- …leader in investment and wealth management. Its clients include institutions, high- net -worth individuals and retail investors in every major market throughout the ... highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We...and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple… more
- CalSTRS (Sacramento, CA)
- …also leads multiple efforts across the Investments Branch, including CalSTRS net zero portfolio emissions strategy, which includes managing climate-related risks, ... influence to accelerate the transition to a more stable, net zero global economy. Under the direction of the...zero global economy. Under the direction of the Portfolio Manager , the Staff Services Analyst performs work in a… more
- LinkedIn (San Francisco, CA)
- …business from new buying groups while your pod partner, the Client Solutions Manager , focuses on growing existing buying groups. The impact of the combined efforts ... VP and CMO levels + Be consultative and identify net new buying groups to grow client investment +...develop authentic executive-level relationships. Ability to prospect and develop net -new buyers. + Experience in prioritizing a book of… more
- M&T Bank (Los Angeles, CA)
- …+ Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and ... a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management… more
- Sage (San Jose, CA)
- …deliver weekly status reports of customization progress to the Project Manager and Technical Services Director. . Deliver project task responsibilities on-schedule ... processes including accounting, inventory, order entry, and project management. . Utilizing Net /C# and REST APIs to deliver customizations and integrations with 3rd… more
- Bank of America (Redding, CA)
- …will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and ... interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more