• Sr. Audit Manager- Wealth Management

    City National Bank (Los Angeles, CA)
    …Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for ... personal and professional leadership skills and learning capabilities. * Product/Business/ Technology Knowledge* Consistently keeps informed of new services, products,… more
    City National Bank (05/28/25)
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  • Finance Leader-Tech Ecosystem

    Intuit (Mountain View, CA)
    …from related positions in highly dynamic finance roles (Global experience, Investment Banking experience, Management Consulting experience preferred) + Deep ... driving change and providing financial leadership as we execute our Technology investment strategies + Support teams to design, continuously improve, and… more
    Intuit (05/21/25)
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  • JP Morgan Wealth Management - Market Director…

    JPMorgan Chase (San Luis Obispo, CA)
    …while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... technology , you will be front and center representing our...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
    JPMorgan Chase (04/10/25)
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  • Innovation Economy Business Strategy, Value Added…

    JPMorgan Chase (San Francisco, CA)
    …8+ years of experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking , private equity / venture capital, strategic finance, ... Firms; the business segment covers early and growth stage Technology , Disruptive Commerce, Life Sciences, Healthcare Services, and other...200 years and today we are a leader in investment banking , consumer and small business … more
    JPMorgan Chase (04/14/25)
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  • Director, Treasury Operations

    Snap Inc. (Los Angeles, CA)
    Snap Inc (https://www.snap.com/en-US/) is a technology company. We believe the camera presents the greatest opportunity to improve the way people live and ... timely execution of transactions. + Manage our global network of banking relationships including identifying new partners where needed, leading integration efforts,… more
    Snap Inc. (05/08/25)
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  • Wealth Management Advisor

    US Bank (San Diego County, CA)
    …and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management ... affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs + Determine which… more
    US Bank (06/03/25)
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  • Capital Markets Advisor

    Sands Investment Group (Los Angeles, CA)
    …commission structure. Embrace a team-oriented mindset Have 2+ years experience in the banking , finance or investment real estate industry Embrace a culture that ... Sands Investment Group (SIG), one of the nation's fastest...improvement and always "working smarter" with the help of technology and streamlined processes at the forefront. Encourage a… more
    Sands Investment Group (05/17/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (Sonoma, CA)
    …in a financial center where you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We will equip you with ... financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to...the world. * Is committed to advancing our tools, technology , and ways of working. We always put our… more
    Bank of America (06/10/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (San Francisco, CA)
    …in a financial center where you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We will equip you with ... financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to...the world. * Is committed to advancing our tools, technology , and ways of working. We always put our… more
    Bank of America (03/25/25)
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  • Citi Wealth at Work / Law Firm Group - Banker - VP

    Citigroup (San Francisco, CA)
    …the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
    Citigroup (05/08/25)
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