- Wells Fargo (Los Angeles, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Wells Fargo (San Francisco, CA)
- …. **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate ... industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and… more
- Eliassen Group (Sacramento, CA)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... portfolio alignment to the customer's mission, optimizing resource allocation, managing risk , and delivering measurable business value. _Due to client requirement,… more
- Bank of America (Walnut Creek, CA)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Bank of America (San Diego, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more
- JPMorgan Chase (Temecula, CA)
- …our strategic objectives for a designated territory + Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate ... capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track...follow-through and a strong commitment to upholding a sound risk and controls environment FEDERAL DEPOSIT INSURANCE ACT: This… more
- Oura (San Francisco, CA)
- …Compliance, this role will be responsible for advising on regulatory risk , marketing claims, product labeling, corporate compliance initiatives, and will oversee ... high-impact leadership role that requires the ability to proactively assess risk , develop scalable compliance frameworks, and influence cross-functional teams. The… more
- KeyBank (Newport Beach, CA)
- …IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, ... through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business… more
- BMO Financial Group (San Ramon, CA)
- …a trusted advisor to assigned business/group. + Provides structural market risk advice on funds transfer pricing polices to ensure appropriate risk -adjusted ... for data processing. Supports the research and development of quantitative risk modeling methodologies and related strategies in support of managing structural… more
- City National Bank (Los Angeles, CA)
- …and/or standards that govern program as necessary. * Acts as an internal advisor /partner to CNB business units regarding IM risk and management matters ... for expansion and oversight of City National Bank's (CNB's) Information Management Risk (IMR) Program. Continuous Monitoring and oversight of IMR controls program as… more