- Charles Schwab (Torrance, CA)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... will be required during your tenure on the job. ** Preferred Qualifications:** + Ability to build strong relationships, engage...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- Cherry Bekaert (Sacramento, CA)
- …Advisory services across multiple industries + Guide and lead client interviews, ask inquisitive questions, and understand different stakeholders' perspective + ... focused on providing leading practice solutions to Cherry Bekaert's middle market client base, across multiple industries + Work collaboratively with our existing… more
- City National Bank (Los Angeles, CA)
- …*Required Qualifications** * Bachelor's Degree or equivalent. * Minimum 8 years banking /financial services and/or technology industry experience. * Minimum 6 ... Platform * Strategic mindset, with excellent knowledge and understanding of banking /financial services * Highly developed ability for conceptual thinking… more
- City National Bank (San Francisco, CA)
- …Degree or equivalent * Minimum 10 years experience in Commercial Real Estate Banking required. * Previous Management experience is preferred * Previous ... as a Paralegal or part of Law Firm is preferred . *Additional Qualifications* * Client facing presence...to the satisfaction of loan closing conditions, documents, and services *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary:… more
- CBRE (Sacramento, CA)
- …commercial mortgage lending, and commercial mortgage servicing. Experience with mortgage banking finance (warehouse lending) documentation is preferred . + ... Senior Counsel, Debt and Structured Finance Job ID 229853 Posted 04-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Legal Location(s)… more
- IBM (San Jose, CA)
- …As a senior managing SAP consultant, you will serve as a client -facing practitioner responsible for selling, leading, and implementing offerings with deep ... and workflows. Hands on experience with Treasury and Risk Management, In-House Banking and Advanced Payment Management (APM). Expert with SAP S/4HANA: Deep expertise… more
- City National Bank (Los Angeles, CA)
- …and Reputation Risk. Experience auditing against OCC Heightened Standard's requirements is preferred . WHAT WILL YOU DO? * Audit and Assurance General Requirements: ... data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in their ongoing monitoring… more
- City National Bank (Los Angeles, CA)
- … services and/or technology industry experience *Additional Qualifications* * Banking experience highly preferred * Management Consulting background highly ... preferred * PMP or Master's Degree preferred . * Understands full project lifecycle, can assess impacts, including people, process and technology, manage… more
- Citigroup (Los Angeles, CA)
- …competitive landscape. The Relationship Manager is adept at understanding a client 's financial performance and participates actively in the credit underwriting ... clients and deliver the global Citi platform to the client , drive out-sized wallet capture, and exceed return hurdles....SIE + In-depth knowledge of all aspects of commercial banking including strong commercial credit knowledge and an ability… more
- Banc of California (Santa Ana, CA)
- …one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of...a broad range of loan and deposit products and services , with full- service branches throughout California and… more