- JPMorgan Chase (San Diego, CA)
- …US Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in ... team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return… more
- JPMorgan Chase (Los Angeles, CA)
- …across JPMorgan Securities on utilizing life insurance solutions to meet client investment , wealth transfer and income planning needs around the Goals Based Advice ... You will utilize life insurance solutions to meet client investment , wealth transfer, and income planning needs. Your role...of life insurance solutions with their clients - ensuring trust from advisors is crucial for the successful execution… more
- Amazon (Santa Clara, CA)
- …cross-business, or significant technology impact in the AI/ML space. * Investment Planning & Prioritization: Help formulate new investment ideas ... the working backwards process to develop concepts that meet AWS standards for investment . * Strategy & Goal Management: Own high-level strategy development and goal… more
- DoorDash (San Francisco, CA)
- …building our business strategy and ensure we are making the most efficient investment and capital allocation decisions for our Payments Product & Platform division, ... Collaborate with key stakeholders to develop new processes and investment decision making frameworks + Drive strategic decision making...needed. + Have a proven ability to earn the trust of senior leaders, and influence their thinking on… more
- Thrivent Financial (Costa Mesa, CA)
- …+ Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen ... financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed… more
- Amazon (San Francisco, CA)
- …of customer's business processes/KPIs, business value analysis, return on investment (ROI), and defining business transformation strategies. You will collaborate ... analysis - Develop C-level engagement strategies, executive narratives, ROI investment justifications, deal structures, solution strategies, commercial proposals, and… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Deloitte (Los Angeles, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- Bank of America (Irvine, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Citigroup (San Francisco, CA)
- …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
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