• Trust Portfolio Manager

    Umpqua Bank (San Diego, CA)
    …A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Greenwood...assets under management and meet fiduciary objectives. + Manage investment portfolios in accounts and assigned accounts within the… more
    Umpqua Bank (07/24/25)
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  • Wealth Management Advisor - Monterey, California

    US Bank (Watsonville, CA)
    …facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.… more
    US Bank (06/17/25)
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  • Wealth Management Advisor - Aptos, California

    US Bank (Aptos, CA)
    …Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance + Deliver ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
    US Bank (06/21/25)
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  • Senior Wealth Advisor

    Comerica (San Diego, CA)
    …coordinating a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... from an accredited university + 10 years of sales experience in personal trust , investment or financial products + 5 years of experience developing and executing… more
    Comerica (05/20/25)
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  • Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    … Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ... * INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist...day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals… more
    City National Bank (07/16/25)
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  • Tax Manager - Real Estate

    Deloitte (San Francisco, CA)
    …solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will… more
    Deloitte (05/22/25)
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  • Principal Product Manager - Trust…

    LinkedIn (Sunnyvale, CA)
    …their impact. + Influence executive leadership, engineering roadmaps, and cross-org investment strategies, ensuring that Trust 's enforcement and governance ... We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can...LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the… more
    LinkedIn (07/18/25)
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  • Wealth Analyst I

    City National Bank (Beverly Hills, CA)
    …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
    City National Bank (05/24/25)
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  • Sr. Estate Settlement Officer

    City National Bank (Beverly Hills, CA)
    …services organization *Additional Qualifications* * Minimum of 6-8 years personal trust /estate settlement/ investment related experience * Completion of Trust ... THE OPPORTUNITY? This position is responsible for the administration and distribution of estate/ trust assets held within an administrative trust or probate. The… more
    City National Bank (06/14/25)
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  • VP, Commercial Relationship Manager

    BMO Financial Group (Newport Beach, CA)
    …and clients, and by cross-selling Bank products and services that include credit, trust / investment and cash management. + Participates and provides leadership in ... Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities. + Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. + May… more
    BMO Financial Group (07/17/25)
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