- Bank of America (San Diego, CA)
- …The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
- Bank of America (San Francisco, CA)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- BMO Financial Group (San Francisco, CA)
- …gaps, issues and best practices in the process. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... Team will work with LOBs and specialty partners to develop options to de- risk and reduce exposures to better manage risks/returns. Facilitates profitable growth, … more
- Rubrik (Sacramento, CA)
- …technical staff and senior management. + Serves as a trusted technology advisor to customers and serves as an internal resource on technical issues or specific ... assessing or enhancing system-specific security and privacy controls. **Position Risk Designation** section: This position carries duties and responsibilities… 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
- Bank of America (Newport Beach, CA)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing...Management products and services + Proven ability to manage risk and support sound decisions + Ability to research… more
- Harris & Associates (Sacramento, CA)
- …operational, and financial objectives of the firm. Acting as a trusted advisor and company officer, this role blends field-proven construction expertise with ... senior -level leadership to ensure successful project delivery, client satisfaction, risk mitigation, and team development. With over two decades of industry… more
- City National Bank (Newport Beach, CA)
- …roles, providing regular coaching and ensuring the branch maintains high standards for risk and compliance, as well as contribute to the market and regional ... needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on… more
- Herbalife (Los Angeles, CA)
- …Share on LinkedIn share to linkedin Apply Now **Overview** **THE ROLE:** The Senior Director of Global Safety and Security will lead Herbalife's global security and ... involves building and empowering a high-performing distributed team of security, safety, and risk professionals. Promote teamwork to handle security and risk in… more
- ADP (San Dimas, CA)
- …of Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead ... the business. A self-starter who serves as a trusted advisor to senior business leaders and works...improving growth, client experience, increasing business effectiveness and reducing risk + Coordinates input from all major business units… more