- Bank of America (Chico, CA)
- …profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities ... partnering with management to assess financial goals and recommending investment advisory strategies + Understands client solutions that are best suited for… more
- BMO Financial Group (San Francisco, CA)
- Provides advisory -based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists...of the business strategy and stakeholder needs. + Manages resources and leads the execution of strategic initiatives to… more
- Palo Alto Networks (Santa Clara, CA)
- …over 1,000 eligible items selected by employees, our mental and financial health resources , and our personalized learning opportunities - just to name a few! **Your ... risk **Your Experience** + 4+ years of experience delivering cybersecurity advisory or risk assessments based on industry-accepted frameworks and standards +… more
- Stanford University (Stanford, CA)
- …operations of all Beckman Center programs. Direct reports include a business operations manager and a program and events manager (Foundation programs). Each ... supervises one full-time staff member. + Work with the business operations manager to ensure the efficient handling of service center financial operations, including… more
- City National Bank (Los Angeles, CA)
- …of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete ... conjunction with or in the absence of the Credit Manager . Determines and assigns work assignments to team of...through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick… more
- The County of Los Angeles (Los Angeles, CA)
- …involved. SPECIAL REQUIREMENT INFORMATION: *Staff capacityis defined as work in an advisory capacity to line managers to provide program and administrative support. ... work objectives. Work under general supervision of the line or division manager . Acceptable classes for Staff Capacity experienceMAY include but are not limited… more
- City National Bank (Los Angeles, CA)
- …of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete ... before it is elevated, if necessary, to the Credit Manager . * Assists in loan portfolio reviews and audits...through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick… more
- The County of Los Angeles (Los Angeles, CA)
- …related to this recruitment. *Staff capacity is defined as work in an advisory capacity to line managers to provide program and administrative support. Work includes ... work objectives. Work under general supervision of the line or division manager . Acceptable classes for Staff Capacity experienceMAY include but are not limited… more
- Bank of America (Los Angeles, CA)
- …, the Senior Credit Products Officer (Sr. CPO) is a highly skilled resource , providing expert level advisory guidance, underwriting, structuring, managing, and ... is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit...Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other product… more
- Bank of America (Newport Beach, CA)
- …level resource , the Credit Products Officer (CPO) is a highly skilled resource , providing expert level advisory guidance in the most complex, integrated debt ... is made at the discretion of the Credit Products Manager (CPM) in consultation with the Market Executive (ME)....quality. Client facing, the CPO collaborates with the Client Manager (CM), Treasury Solutions Officer (TSO), and other product… more