- PNC (Walnut Creek, CA)
- …to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San Francisco, San Jose or Walnut Creek, ... clients, preferably with an existing book of business. Current knowledge of local market and centers of influence strongly preferred. **Job Description** + Leads or… more
- City National Bank (Los Angeles, CA)
- …programs required for the day-to-day administration of client accounts. * Interact with bank and CNS personnel as needed and keep Financial Advisors apprised of ... Obtain all required CIP and KYCQ documentation for all accounts including personal , business (entity), fiduciary, and retirement accounts. * Provide Sales and… more
- M&T Bank (Costa Mesa, CA)
- …software applications Demonstrated sense of ownership in jobs or projects \#LI-LP1 M&T Bank is committed to fair, competitive, and market -informed pay for our ... and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of… more
- City National Bank (San Francisco, CA)
- …Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 ... knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of… more
- Citigroup (Los Angeles, CA)
- …Vice President to join our growing Healthcare Industry Vertical within Citi's Commercial Bank (CCB). Target market includes companies in the Medical Device, ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- M&T Bank (Costa Mesa, CA)
- …or leadership experience Demonstrated sense of ownership in jobs or projects M&T Bank is committed to fair, competitive, and market -informed pay for our ... long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned… more
- UMB Bank (Sacramento, CA)
- …Channels Product** group delivers online and mobile solutions for the Bank 's clients, including consumers, small businesses, and corporates. As the **Senior ... responsible for prioritizing and managing the delivery of the Bank 's online solutions. **This role is hybrid (Mon through...product roadmaps for the Digital Channel using industry trends, market research, Voice of Client feedback, and input from… more
- M&T Bank (Orange, CA)
- …Experience Preferred:** Bachelor's degree in Business or Finance **Physical Requirements:** M&T Bank is committed to fair, competitive, and market -informed pay ... Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of… more
- City National Bank (Los Angeles, CA)
- …a strong understanding of the wealth management space, the financial advisory market , and CNB's strategy to succeed. * Establish relationships with key business ... and Perks](https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf). *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank is an equal opportunity employer committed to diversity… more
- M&T Bank (Irvine, CA)
- …training Strong verbal and written communication skills \#LI-LA1 **Physical Requirements:** M&T Bank is committed to fair, competitive, and market -informed pay ... including a minimum of 3 years' related work experience Proficiency with personal computers as well as pertinent software programs Strong analytical skills… more