- City National Bank (Beverly Hills, CA)
- …new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the ... succession planning. *WHAT WILL YOU DO?* * Work with Sr . Wealth Strategist and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Comerica (San Jose, CA)
- …Business Development Officer The Business Development Officer (aka Small Business Advisor /SBA) role will be responsible for increasing the Bank's profitability by ... three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and… more
- 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 ... Private Wealth Relationship Manager (FP) San Francisco, California **To...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- Bank of America (Los Angeles, CA)
- …market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Private Wealth Client Relationship Manager Los Angeles, California **To...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (Irvine, CA)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (Riverside, CA)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Tax Accountant / Senior Tax Accountant Onsite - San Jose $80,000 - $100,000 base + bonus Jennifer Fukumae is partnering with an established Wealth ... in San Jose to identify a Tax Accountant / Senior Tax Accountant (title flexible based on experience). This...average client assets ranging from $2M-$10M. The incoming Tax Advisor will focus on the tax side of the… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... through philanthropic initiatives and community engagement. Position Overview The Sr . Manager, Compensation is responsible for the development, implementation, and… more