- Umpqua Bank (Walnut Creek, CA)
- …Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a...which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of… more
- Manulife (Los Angeles, CA)
- …management/portfolio management experience with an investment management firm, investment banking , private equity firm. Portfolio management experience is ... Investment Management is seeking a real estate analytics and Quantitative Senior Associate to join the Portfolio Management team! The investment professional… more
- LTD Global (Livermore, CA)
- …unsecured commercial loans, land and construction loans, income property loans, and private banking lines. The role focuses on restructuring troubled borrower ... institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers… more
- Ankura (CA)
- …Ankura's professionals have diverse backgrounds and varied experience including banking , consulting, restructuring, accounting firms and public/ private ... argument structure, and key messaging + Establishes and maintains relationship with most senior client executives + Provides engagement leadership to Ankura team… more
- M&T Bank (Costa Mesa, CA)
- …to all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… more
- Norstella (Sacramento, CA)
- Senior Solutions Consultant, Life Sciences Forecasting Company: Evaluate Location: Remote, United States Date Posted: Aug 21, 2025 Employment Type: Full Time Job ID: ... Vantage(R) online brands. Our international clients in Pharma and Biotech, Medtech, Banking and Consultancy regard Evaluate Pharma(R) as the industry's gold standard… more
- JPMorgan Chase (San Francisco, CA)
- …coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. + Work closely with senior leaders within the IE ... Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners. **Required Qualifications,… more
- Wells Fargo (Beverly Hills, CA)
- …the following: work experience, training, military experience, education **Desired Qualifications:** + Private Banking , Corporate Banking or Commercial ... These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio...loan growth and profitability. In conjunction with the Customer Relationship Group and senior members of the… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the... selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides... selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more