- Bank of America (San Francisco, CA)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- BMO Financial Group (San Francisco, CA)
- …service standards. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- BMO Financial Group (Los Angeles, CA)
- …efficient service. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work ... Ideal candidate will have experience with Transformation in a business banking or commercial banking credit underwriting operational environment, strong… more
- City National Bank (Los Angeles, CA)
- …of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, and/or ... and synthesizes results of testing performed, effectively communicates results to senior management to affect change, and delivers well written audit reports… more
- City National Bank (Los Angeles, CA)
- …of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, and/or ... and synthesizes results of testing performed, effectively communicates results to senior management to affect change, and delivers well written audit reports… more
- BMO Financial Group (Newport Beach, CA)
- …**Identifies and refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client solutions.** ... opportunities to grow business results. + Prioritizes the market's client and prospect pipeline and schedules for events and...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.… more
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