- TIAA (Walnut Creek, CA)
- …Work **Career Level** 9IC **PLEASE NOTE:** TIAA's Sr Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity ... The TIAA Private Asset Management Senior Portfolio Manager leads the...Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets… more
- TIAA (Sherman Oaks, CA)
- …Sedentary Work **Career Level** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client -facing, investment manager ... **Portfolio Manager** The TIAA Private Asset Management Portfolio Manager serves as a...of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that… more
- Citigroup (Downey, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading… more
- Citigroup (San Francisco, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading… more
- Citigroup (San Francisco, CA)
- …Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- Citigroup (Palo Alto, CA)
- …days) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Citigroup (Los Angeles, CA)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Citigroup (Los Angeles, CA)
- …skills **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part...account opening efforts as a part of our core client coverage team + Partner with sales teams to… more
- HUB International (Encino, CA)
- …Lines insurance experience within a brokerage environment + Must have High Net-Worth/ Private Client experience. Experience within the Entertainment industry is ... **Personal Lines Account Executive** manages an assigned book of business, develops client relationship, and strives to grow and retain clients. May work alongside… more
- Citigroup (San Francisco, CA)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to… more