- City National Bank (Irvine, CA)
- …administration review of all potential new trust or investment business . Partner with Business Development colleagues (Banker, Financial Advisor, ... a legal and administrative review of all potential new business . * Meet sales goals around sales expectation. *...with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada… more
- City National Bank (Los Angeles, CA)
- …consultative support and acts as a resource for internal and external business partners; * Responsible for processing investment transactions and reconciling ... * INVESTMENT OPERATIONS SPECIALIST LEAD* WHAT IS THE OPPORTUNITY?...Ops Specialist Lead will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison… 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...individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and… more
- City and County of San Francisco (San Francisco, CA)
- … Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
- Navy Federal Credit Union (San Diego, CA)
- …broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- City and County of San Francisco (San Francisco, CA)
- … Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
- City and County of San Francisco (San Francisco, CA)
- … Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution + Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
- Bank of America (Newport Beach, CA)
- …include overseeing the administration and business development of complex investment management and trust accounts and working with team members to ... trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts... Trust environment **Skills:** + Risk Management + Business Development + Client Management + Wealth… more
- Amazon (San Diego, CA)
- …Planning & Business Operations * Lead annual operating plan (OP1/OP2) development , ensuring alignment with customer needs * Drive 3-year strategic planning (3YP) ... Description Amazon's Advertising Trust (AT) organization is seeking an exceptional Sr....Develop and maintain mechanisms to track customer satisfaction and business health * Partner with finance on investment… more
- Comerica (Costa Mesa, CA)
- …across personal and institutional markets. Provide input to sales strategies across all trust lines of business to achieve revenue / growth targets. Support ... advisory channels, private wealth clients and other internal Comerica line of business channels. Maintain deep knowledge of trust products and services, staying… more