- US Bank (Watsonville, CA)
- …Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and ... policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills -… more
- Coinbase (Sacramento, CA)
- …experience managing a client portfolio including institutional clients, high-net-worth individuals, private banking clients, and clients from brokers, futures ... institutions, or commercial banks. * Fierce passion for the rapidly evolving crypto industry and belief in Coinbase's mission. * Strong verbal and written communication skills; ability to articulate complex subjects clearly and concisely. * Highly… more
- M&T Bank (Los Angeles, CA)
- …to all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's ... current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to… more
- City National Bank (Los Angeles, CA)
- …is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible ... for working with diverse stakeholders to identify new capabilities, refine processes, and prioritize initiatives for the platform. The role will collaborate with business leaders, users, in-house developers and third party support to help bring the vision to… more
- City National Bank (Los Angeles, CA)
- …servicing activities of the Bank such SBA boarding and 1502 reporting, Private Banking and Entertainment. Responsibilities include establishing and maintaining ... loss prevention controls, developing and implementing procedures, monitoring compliance, ensuring data integrity and keeping productivity and quality control on target. Provides support and assistance to other operational areas of the department as needed.… more
- Zions Bancorporation (El Segundo, CA)
- …finance, power generation, project development, structured finance, leveraged finance, investment banking or private equity investing. + Proven ability to ... We are seeking a **Senior Power Finance Associate** to join our **Specialty Banking Group** focused on **Power Finance in El Segundo, CA** . This is a dynamic… more
- Ankura (Los Angeles, CA)
- …Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity + Proficient in financial statement ... middle-market enterprises to Fortune 500 companies. Ankura OCFO works with both private equity firms and corporate companies, across all industries. Members of the… more
- LinkedIn (Mountain View, CA)
- …equivalent experience. **Preferred Qualifications** + Background in management consulting, investment banking , private equity, strategy or an operational or ... growth role within a technology company + Experience with SQL + Proactive and passionate: You're independently capable of seeking information, solving conceptual problems, corralling resources, and delivering results in challenging situations + High-energy,… more
- Intuit (Mountain View, CA)
- …FP&A experience or equivalent tenure from related positions in corporate finance, investment banking , private equity, or analytics + 4+ years of experience with ... QuickBooks line of products including accounting, payments, payroll, capital lending and banking .The US SBSEG Finance team is critical in driving business growth and… more
- LinkedIn (San Francisco, CA)
- …OR equivalent experience. Preferred Qualifications + Background in management consulting, investment banking , private equity, strategy or growth role within a ... technology company + Natural problem-solver: Experience decomposing and solving real-world business problems, ideally using advanced Excel / SQL skills; able to both delve into the details and engage meaningfully on higher level strategy + Effective… more