- Citigroup (San Francisco, CA)
- …including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and ... solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Lincoln Financial (San Francisco, CA)
- …and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their ... They will partner closely with key stakeholders across field sales , investment, product management , and marketing in...aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing**… more
- S&P Global (CA)
- … sales lifecycle, escalating issues where appropriate + Works with legal and sales management to accurately deliver proposals and contracts + Negotiates with ... Pricing and Reference Data, Derivatives Data and Valuation and Private Asset Valuation services. The PVR Sales ...pressure with tight deadlines + Collaborate with the Account Management team to build and maintain C-level client relationships… more
- Bank of America (Newport Beach, CA)
- …Specialist (FP) San Francisco, California;Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...focused on serving the Global Venture Capital (VC) and Private Equity (PE) communities by offering a specialized brokerage… more
- BlackRock (San Francisco, CA)
- …degree and/or CFA designation preferred. + 10 years' professional experience in asset / wealth management , equity research, equity sales , or a related ... They are seasoned investment professionals embedded in our portfolio management teams, playing a central role in facilitating connectivity...the needs of a wide range of clients including wealth managers, private banks, family offices, pension… more
- US Bank (Folsom, CA)
- …Bachelor's degree, or equivalent work experience - Up to three years of experience in Wealth Management private banking or financial services - Series 6-63 ... Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective… more
- BMO Financial Group (San Francisco, CA)
- …meeting or exceeding revenue and service targets. + Work with the Commercial Banking, Wealth Management & Capital Markets in planning processes, as appropriate + ... critical value of a company's strategy, competitive position and management strength and capabilities. From a single point of...while managing risk. This role also requires a strong sales and marketing focus for sourcing new and profitable… more
- Wellington (San Francisco, CA)
- …have the following qualifications: + Deep understanding of financial markets and asset management industry. + Proven aptitude for sales , paired with strong ... markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management , our… more
- Comerica (Los Angeles, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Portfolio Manager II- Private BankingThe Portfolio Manager is responsible for managing...they impact the customers and prospective customers under their management . As well as, it will coordinate with key… more
- Live Nation (San Francisco, CA)
- …to our Global Touring team, from Ticketing and Venue Operations to Marketing and Sales we foster a fun and upbeat work culture with no shortage of opportunities. ... Liquor + Responsible for managing labor cost through proper staffing and schedule management + Assist with developing monthly and quarterly specials, events, etc. +… more