- US Bank (Los Angeles, CA)
- …Day One. **Job Description** The Portfolio Manager partners with assigned Relationship Manager (s) to successfully manage Institutional Client Group (ICG) ... Secondarily, provides customer service, participates in joint sales calls with Relationship Manager (s) and identifies customer needs. **Basic Qualifications** +… more
- JPMorgan Chase (Irvine, CA)
- …love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship ... Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... monitoring program in accordance with audit methodology and based on industry/ institutional knowledge, emerging risks, and regulatory changes and expectations. Key… more
- JPMorgan Chase (Irvine, CA)
- …+ Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management + Manage client ... of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our… more
- BlackRock (San Francisco, CA)
- …of global investment management, risk management and advisory services to institutional , intermediary and individual investors. BlackRock offers a range of solutions ... solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and… more
- PNC (Los Angeles, CA)
- …includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ** Institutional Asset Management (IAM** **):** ... Retirement Solutions for corporations, nonprofits, governments, and other institutional investors for over 75 years. IAM's local\regional based service teams… more
- International Rescue Committee (Oakland, CA)
- …region of the United States, the Associate Director will serve as a relationship manager throughout the donor life cycle, working across fundraising teams ... Associate Director of Major Giving will be a dynamic seasoned fundraiser and relationship cultivator who will work closely with the Senior Director of USA… more
- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a...relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO)… more
- Bank of America (Monterey, CA)
- …Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Nuveen Investments (San Francisco, CA)
- …RFP/DDQ responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the ... key duties include: + Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests,… more