- City National Bank (Irvine, CA)
- …business * Familiarity with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada probate code * ... National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate… more
- 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 Boise,...opportunities through networking, referrals, and strategic outreach. + Manage investment portfolios in accounts and assigned accounts within the… more
- Bank of America (Newport Beach, CA)
- …Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team ... where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the… more
- 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 (San Diego County, 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
- 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
- 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
- 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
- CIBC (Newport Beach, CA)
- …as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... in a team environment, introducing the appropriate partners and suite of investment , trust , and banking solutions to high-net-worth individuals, families and… more
- BlackRock (San Francisco, CA)
- …separate accounts, mutual funds, the industry-leading iShares(R) ETFs, and other pooled investment vehicles. BlackRock Institutional Trust Company, NA ("BTC") is ... of BlackRock, Inc. ("BlackRock") and a nationally-chartered bank that provides investment management, trust and other fiduciary services for institutional… more