- SMBC (Torrance, CA)
- …the evaluation of (i) cash flow, income statement and balance sheet financial analysis, collateral quality, enterprise valuation, (ii) financial analysis of ... risk, and (iv) knowledge of loan participation/syndications. Work with Relationship Managers and in developing, maintaining, and growing recommending, implementing,… more
- UCLA Health (Los Angeles, CA)
- …as the Executive Advisor for Biomedical Research Partnerships managing the relationship between UCLA and the California Institute for Immunology and Immunotherapy ... Responsibilities + Serve as the VC/CEO's designee to oversee the UCLA-CIII relationship and drive long-term strategy. + Develop and implement systems, policies, and… more
- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs....and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is… more
- JPMorgan Chase (Mission Viejo, CA)
- …You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow ... customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's… more
- US Bank (Los Angeles, CA)
- …Analyzing financial statement results and preparing reports to communicate financial performance and trends with Portfolio Managers, Relationship Managers, ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...with the foundation on how to conduct analysis of financial statements, assessment of credit requests, and delivery of… more
- Ross Stores, Inc. (Dublin, CA)
- …**ESSENTIAL FUNCTIONS:** Own key strategic expense accounts and maintain financial oversight over complex, multi\-year capital initiatives within the Stores ... variances to proactively address unfavorable trends and drive best\-in\-class financial management\. o Partner with Store Operations Leadership to...and have the drive to get things right * Relationship Building \- needs to be able to build… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …Job Description PURPOSE OF JOB: To promote a positive, professional image of Financial Partners Credit Union via all contact channels (phone, e-mail, chat, etc.). ... the credit union by identifying product and service solutions to meet their financial needs. Assist members with information about their accounts, FPCU products and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …fulfillment, empowerment, and community engagement. This opportunity is ideal for financial advisors who are passionate about holistic wealth management and ready ... a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic growth of the firm.… more
- TIAA (Pasadena, CA)
- …facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires ... an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group… more
- Sodexo (San Francisco, CA)
- …clients. You'll be at the forefront of business expansion, client relationship management, and operational excellence, all while ensuring an unforgettable guest ... As a key executive leader, you will drive strategic growth, financial performance, and best-in-class service delivery, collaborating with senior leadership, client… more