- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require… more
- T. Rowe Price (San Francisco, CA)
- …understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment ... and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform… more
- Wells Fargo (Pasadena, CA)
- …Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform ... and investment sales environments, with a deep understanding of advisor business models, client needs, and full...a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment,… more
- KeyBank (CA)
- …deepening existing client relationships. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the ... Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active...client or prospect's business through analysis of their management… more
- Deloitte (Los Angeles, CA)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (Sacramento, CA)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- RGP (San Francisco, CA)
- …for defining our go-to-market strategy, driving revenue growth, developing client relationships, and delivering high-impact M&A solutions that create long-term ... opportunity for someone energized by deal-making, organizational change, and client success; someone who combines strategic vision with hands-on leadership… more
- Deloitte (San Jose, CA)
- …and training. Develop and communicate workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and ... manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor ....strong client relationships, serving as a trusted advisor . + Lead, motivate, and manage teams comprising members… more
- City National Bank (Los Angeles, CA)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- Deloitte (San Diego, CA)
- …time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit ... basis. Responsibilities will include: + Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements. + Advising… more