- Lincoln Financial (Sacramento, CA)
- …takes actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers. + Manages and monitors working ... investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex… more
- City National Bank (Los Angeles, CA)
- … model * Strong knowledge and working understanding of finance, operations, portfolio management and trading concepts that intersect and interact with ... and/or SaFe (Scaled Agile) Certification or Equivalent * Project Management Professional (PMP) Certification or Equivalent *Additional Qualifications* * Master's… more
- Capital One (Sacramento, CA)
- …+ 5+ years of experience in a sales leadership role + 5+ years of portfolio management experience + 3+ years of experience partnering with Small Businesses + ... leverage our tools to lower the stress of financial management and increase the profitability of the bottom line....experiences. + Provide sales leadership and direction, and program management within their team. + Build a dynamic sales… more
- Enterprise Bank & Trust (Cerritos, CA)
- …+ Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for mid-sized companies. + Minimum of seven or ... other relationship managers within the organization and could evolve into a management or team leader role. **Essential Duties and Responsibilities:** + Identify… more
- Barry Callebaut (American Canyon, CA)
- …of lean, TPM, six sigma or similar operating systems * Experience in Project Portfolio Management * Knowledge ce: and experience of digital systems supporting ... a team that drives end to end technical performance in the area of asset management , assuring maximum value creation as part of the site's masterplan. The job holder… more
- UL, LLC (Fremont, CA)
- …and knowledge (SharePoint), collaboration (eg Microsoft Teams, Slack), roadmap and portfolio management (and related software tools). + Working with ... an efficient cross-functional matrix structure to enable effective product development lifecycle management . + Execute a robust set of processes to power all parts… more
- Umpqua Bank (Irvine, CA)
- …senior and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach,...monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This… more
- Umpqua Bank (San Jose, CA)
- …Manage and review client relationships on an ongoing basis, including loan origination, portfolio management , and audit readiness. + Engage with and develop ... Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At...and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash … more
- US Bank (Torrance, CA)
- …and timeliness throughout the credit workflow. + Monitoring and working on all Portfolio Management items. + Serving as a liaison between Bankers, clients, ... to facilitate smooth communication and issue resolution. + Supporting Treasury Management activities and assisting with Pricing Exception requests. This position… more
- Gilead Sciences, Inc. (Foster City, CA)
- …scenario planning and investment analyses to ensure financial discipline. **Project & Portfolio Management ** + In partnership with Corporate Affairs and Legal ... Project Management Office (CAL PMO), utilizeproject management tools and processes to support key initiatives, workstreams, and cross-functional programs. +… more