- Ventura County (Ventura, CA)
- …and operational support related to cash flow management, investment research, portfolio management, credit analysis, portfolio monitoring, compliance ... economic forecasting, and/or experience managing a multimillion-dollar fixed-income investment portfolio . Senior Investment Officer: Possession of a Bachelor's… more
- Coinbase (Sacramento, CA)
- …solving skills * Demonstrated leadership and evidence of the ability to guide product strategy and create alignment with senior engineers, designers, and ... trade, custody, and participate in the global cryptoeconomy. Our portfolio of products are leading the way to serve...custody solutions, and dedicated crypto prime brokerage. As a Product Manager on Coinbase Institutional, you will play a… more
- Intuit (Mountain View, CA)
- …technology that touches the lives of almost 50 million people. Come join Intuit as a Senior Product Designer on the End to End Growth team, as we help shape ... Every day we innovate with our flagship products - TurboTax, QuickBooks, Mailchimp, and Credit Karma. No matter your financial need, we have a solution that can… more
- BMO Financial Group (Los Angeles, CA)
- …and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Seasoned professional with ... Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams,... Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment +… more
- City National Bank (San Francisco, CA)
- *RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority.… more
- KeyBank (Newport Beach, CA)
- …Resolves out-of-balance and/or other default situations which may occur in the portfolio . Partners effectively with Credit , Product Partners, Servicing, ... Newport Center Drive, Newport Beach California **Job Description - Senior Relationship Manager, IPG** About the Job The ...coordination of product partners. Structures and leads credit and non- credit product delivery… more
- BMO Financial Group (Sacramento, CA)
- …Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Deep knowledge and ... proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Project Management + Customer… more
- BMO Financial Group (San Jose, CA)
- …financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned ... portfolio of mass affluent clients. Each RM partners with...Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking,… more
- US Bank (Newport Beach, CA)
- …works in a team setting with business development officers, relationship managers, portfolio manager and product partners and is responsible to develop, ... at-all from Day One. **Job Description** The Underwriter position focuses on credit underwriting and review of prospects and/or existing client relationships for US… more
- JPMorgan Chase (Santa Clara, CA)
- …a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio ... with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase… more