• Sr . Audit Manager

    City National Bank (Los Angeles, CA)
    * SR . AUDIT MANAGER - TREASURY/FINANCE* WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in ... assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal… more
    City National Bank (11/01/25)
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  • Senior Wealth Advisor

    M&T Bank (Los Angeles, CA)
    …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
    M&T Bank (11/12/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (San Diego, CA)
    Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Diego/Merrill-Market-Client-Relationship- Manager \_25042894) **Job Description:** Merrill Wealth Management is… more
    Bank of America (12/22/25)
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  • Senior Tax Associate

    Insight Global (Agoura Hills, CA)
    …have been to include San Diego, Nashville, Miami, Scottsdale, and Cabo. Responsibilities: - Senior will report directly to the manager and signer on the account. ... Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This...the traditional CPA firm mold. They have shed the audit side of accounting and are focusing on tax… more
    Insight Global (12/16/25)
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  • Trust Market Manager

    Columbia Bank (Los Angeles, CA)
    …with the values and interests of Columbia Trust Company. The Trust Market Manager has responsibility for the management of the trust administrative team and its ... Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. +...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
    Columbia Bank (12/23/25)
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