- CIBC (Newport Beach, CA)
- …a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... net worth clients who have sophisticated financial needs, including banking, investments, trust , and wealth advisory. + Develop and maintain personal referral source… more
- California Energy Commission (Sacramento, CA)
- …Transmission and Environmental Protection (STEP) Division's programs within Commissioner's portfolio , such as the Opt-In, Application for Certification, and Small ... as well as compliance and enforcement of certified facilities; (2) the Renewables Portfolio Standard (RPS) program; (3) the CEC's Tribal Affairs Program; (4) the… more
- City National Bank (Beverly Hills, CA)
- …proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst ... full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with client team. Utilize… more
- US Bank (San Diego County, CA)
- …circumstances + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance + ... Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting in tailored… more
- Lincoln Financial (Sacramento, CA)
- …strong relationships, and ability to execute effectively. This is not a project manager role. **What you'll be doing** What you'll be doing * Provides specialized ... into new markets while diversifying the business line product portfolio . * Partners with Management and influences the strategic...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
- BMO Financial Group (San Francisco, CA)
- …advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ... and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace...business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists… more
- JPMorgan Chase (San Diego County, CA)
- …solutions for the client and may serve as an ongoing resource to clients + Wealth Manager that acts as the day-to-day manager of the client's investment assets + ... + An Insurance Specialist for certain clients + A Trust Officer in instances where we deliver trust...the right team of advisors to manage the client's portfolio and serve their wealth needs. + Effectively advance… more
- KIK Consumer Products (Ontario, CA)
- **We Create Products and Brands That People Trust to Clean, Sanitize, and Protect Their Homes and Pools** When you join KIK Consumer Products, you're joining a team ... North America's largest independent manufacturers of consumer products, KIK helps a large portfolio of brands and retailers bring their products to life. **Your Role… more
- Bank of America (San Jose, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a… more
- CalSTRS (Sacramento, CA)
- …Technology Services and General Counsel. Under the supervision of the Staff Services Manager I, the SSA is responsible for performing work of average difficulty in ... **Department Information** **CalSTRS: Securing the financial future and sustaining the trust of California's educators** CalSTRS is the largest educator-only pension… more