- PNC (Calabasas, CA)
- …which may include, high touch customers and their representatives, outside counsel , agencies, special servicers, and investors. + Represents the business unit ... in business segment and senior leadership meetings. Provides coaching and leadership to develop...Statement Analysis, Negotiating, Portfolio Management - 1, Problem Solving, Regulatory Environment - Financial Services **Work Experience** Roles at… more
- Bank of America (San Francisco, CA)
- …skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent ... and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development… more
- Bank of America (Walnut Creek, CA)
- …needs. Job expectations include driving responsible growth while minimizing regulatory , financial, operational, and reputational risks. The **Market Client ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- Nevada County (Nevada City, CA)
- …IIs are expected to manage a full, multi-program caseload independently, referring regulatory or technical questions to a lead or supervisor. Other vital duties ... in acquiring their federal, state, and local benefits. + Counsel customers on a wide spectrum of available resources...this task was monitored closely by a supervisor or senior employee to ensure compliance with proper procedures. +… more
- Veterans Affairs, Veterans Health Administration (San Francisco, CA)
- …requests for leave; identifies training needs; keeps employees informed; provides counsel ; and recommends disciplinary action as required. Keeps supervisor informed ... are submitted in a timely manner in accordance with regulatory guidelines. Takes a leadership role in maintaining all...for extracting and analyzing data to provide reports to senior management in support of tracking measures. (c) Demonstrated… more
- BMO Financial Group (San Ramon, CA)
- …Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. + Leads and executes business development plans ... decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on...Experience in contact negotiations with both clients and legal counsel + Experience drafting responses to complex RFPs +… more
- AECOM (Sacramento, CA)
- …projects, as assigned, and works closely with and advises staff, legal counsel , and other team members throughout projects' environmental clearance under NEPA and ... closely with leadership and project leads. **JOB RESPONSIBILITIES:** + Direct senior /mid-level staff and regional consultants. + Manage project schedules and… more
- TIAA (Redwood City, CA)
- The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory ... trust administrators, other associates, members of management, client staff, and legal counsel to resolve issues and problems associated with prospective new and… more
- Stanford Health Care (Palo Alto, CA)
- …Controller's Office, Technology and Digital Solutions, Finance, Office of General Counsel and Compliance. They are accountable for effectively establishing health ... persuasive presentations to key internal and external stakeholders including senior leadership, peers and board members. Effectively communicates and listen… more
- Banc of California (Menlo Park, CA)
- …limited assistance or counsel . + Adhere to all corporate compliance and regulatory needs including but not limited to all compliance training, Reg B, NOD, CDD, ... employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Vice President, Banker is primarily accountable for developing new client… more
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