- T. Rowe Price (San Francisco, CA)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. This will include utilizing deep expertise to proactively… more
- Southern California Edison (Pomona, CA)
- …SCE's regulatory filings, such as the General Rate Case, Wildfire Mitigation Plan, and Risk Assessment Mitigation Phase. As a Senior Advisor, your work will help ... Hiring Manager : Kevin R Arlic Job Abbreviation: SCD910_P5_E Pay...$157,800.00 -$236,700.00 Join the Clean Energy Revolution Become a Senior Advisor at Southern California Edison (SCE) on the… more
- Citigroup (Downey, CA)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- Citigroup (San Francisco, CA)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- Guardian Life (Sacramento, CA)
- …Do you want to be part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you ... will conduct branch office inspections using risk -based testing methodologies to ensure compliance with FINRA Rule...branch office. + Timely communicate preliminary findings to your manager and branch office management verbally and then in… more
- BMO Financial Group (Los Angeles, CA)
- …+ Ensures new business meets policy and procedures requirements for profitability and risk management. + Provides advice and support where needed with a focus on ... members and customers. + May act as lead relationship manager . + Supports the sales process and client experience,...and maintain overall service standards. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- BMO Financial Group (San Francisco, CA)
- …with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with ... + Protects the Bank's assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations,… more
- Fannie Mae (San Francisco, CA)
- …investments through LIHTC proprietary funds. *THE IMPACT YOU WILL MAKE* The Senior Underwriter-LIHTC Proprietary Investments role will offer you the flexibility to ... low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration… more
- Bank of America (Walnut Creek, CA)
- …purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager : Ensures proper risk discipline, controls and culture ... the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of… more
- City National Bank (Los Angeles, CA)
- …Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - ... analyze results of testing performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings,… more
Recent Jobs
-
Director, Field Sales Effectiveness-Analytics
- Sanofi Group (Morristown, NJ)