- 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 ... and ability to manage complex, high-profile projects end-to-end * Skilled relationship manager effective at collaborating and influencing across internal… more
- Insight Global (Westlake Village, CA)
- Job Description As a Sr Project Manager you will be responsible for leading the successful delivery and execution of company commitments and large scale ... more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- EFI Global (Sacramento, CA)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... here to learn more about EFI Global. Are you a dynamic relationship -builder with a deep understanding of forensic engineering, fire investigation, and environmental… more
- PNC (Los Angeles, CA)
- …PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate ... from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who possess the following skillsets:… more
- Bank of America (San Francisco, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …leader positioning the Asset Backed Finance business along with the senior Relationship Manager representing the institution and driving and creating ... Make banking a Fifth Third better(R) We connect great...securitization opportunities, both loan and ABS, including public and private (144a or 4a2) securitizations, portfolio purchases, and advisory… more
- Banc of California (Santa Ana, CA)
- …and supported other team's functions. + Assists and supports Branch Banking , Business Banking & Private Banking , Call Center and Loan Servicing teams ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking ...and at times, can approve/verify on behalf of the manager and stays within Operational Transactional Signing Authority. Can… more
- Bank of America (San Francisco, CA)
- …client facing experience, through participation in client meetings. + They will partner with Private Banking TSOs, Private Bankers and their Teams, Product ... **Job Responsibilities:** This role is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and… more
- LTD Global (Livermore, CA)
- …unsecured commercial loans, land and construction loans, income property loans, and private banking lines. The role focuses on restructuring troubled borrower ... institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers… 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 ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… more