• External Wholesaler

    Manulife (CA)
    …individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of ... of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping...Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products!… more
    Manulife (08/29/25)
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  • Citi Private Bank - SVP, Investment Counselor

    Citigroup (San Francisco, CA)
    …over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work ... of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet… more
    Citigroup (07/26/25)
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  • Retail Business Banker II

    Columbia Bank (Roseville, CA)
    …appropriate products or services including cross market solutions (ie lending, deposits, treasury management , wealth management , etc.). You will leverage the ... can only achieve this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
    Columbia Bank (09/04/25)
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  • US Private Bank - Program Analyst Banker

    JPMorgan Chase (Irvine, CA)
    …following completion of undergraduate program + Demonstrated aptitude for sales and client relationship management **Preferred Qualifications, Capabilities, ... on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing… more
    JPMorgan Chase (08/30/25)
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  • Small Business Banker

    Comerica (San Mateo, CA)
    …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... and retention of business customers through partnership activities. Lead portfolio management efforts to retain and expand current portfolio relationship and… more
    Comerica (07/09/25)
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  • M&A Deal Origination

    World Insurance Associates, LLC. (Los Angeles, CA)
    …who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term ... source acquisition targets by identifying independent retail, specialty, and retirement/ wealth related businesses, consistently building relationships with business owners,… more
    World Insurance Associates, LLC. (06/13/25)
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