- City National Bank (Los Angeles, CA)
- …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While...of the portfolio review materials at client meetings. * Risk Management and Compliance * Keep current… more
- US Bank (Walnut Creek, CA)
- …a pivotal role in advancing financial planning adoption and excellence across US Bank Wealth Management . This strategic role will partner closely with wealth ... and Support: - Serve as a planning SME to wealth management teams, providing proactive coaching and...planning technology, tools, and best practices Operational Excellence and Risk Management : - Lead initiatives to improve… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... all centers of excellence (COE) and support partners; managing risk /compliance; expense / P&L management ; and exception...management + Execute on strategic vision of the Wealth and Investment Management (WIM) group of… more
- Wells Fargo (Irvine, CA)
- …advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. + Build and maintain a strong knowledge of ... discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. *… more
- CIBC (San Francisco, CA)
- …degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. + Wealth management expertise: Bring 10+ years of experience in portfolio management ... service: Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management . + Engage… more
- Wellington (San Francisco, CA)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role in the West Coast region. This sales ... Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60...management expertise and a keen understanding of the wealth distribution process. We're looking for someone who can… more
- City National Bank (Los Angeles, CA)
- …("BCO") and Business Control Managers ("BCM"s) for Fidciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities ... development of controls to aid in implementation of regulation, rules, and risk management requirements. * Analyze, evaluate and periodically review relevant… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …CFO for a select group of clients, guiding them through comprehensive wealth management strategies. You'll lead client relationships, collaborate with internal ... the primary relationship manager for clients, designing and implementing personalized wealth management plans + Coordinate across disciplines including… more
- Charles Schwab (Encino, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Education Planning, Investment Management , Banking & Lending Management , Insurance & Risk Management ,...in additional to furthering your own professional development in Wealth Management . **What's in it for you**… more
- JPMorgan Chase (San Francisco, CA)
- …plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and ... * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * Partner with… more