- City National Bank (Los Angeles, CA)
- …appropriate knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability to analyze client needs, identify cross-sell ... opportunities and make appropriate referrals. * Maintain a strong working knowledge of current economic and market events and their impact on various investment vehicles. * Comply with and conform to all compliance and regulatory requirements of all regulatory… more
- Dollar Tree (Milpitas, CA)
- …Benefits:** We offer a wide variety of rewards to support your health, wealth , and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, ... we offer: + Employee Assistance Program + Retirement plans + Educational Assistance + And much more! _We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and makes all… more
- SCI Shared Resources, LLC (Westlake Village, CA)
- …and their dependents as well as eight free counseling sessions per incident. BETTER WEALTH : We are committed to providing the means and resources for our associates ... to manage their current and future financial needs. We offer a 401(k) plan with a competitive company match, financial education tools and flexible spending accounts for healthcare, dependent care and commuter expenses. BETTER SELF: We encourage associates to… more
- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect… more
- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience, including… more
- Oracle (Sacramento, CA)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... ensuring that our data centers meet the highest standards of quality, efficiency, and sustainability. By staying ahead of industry trends and incorporating innovative technologies, this team plays a crucial role in supporting Oracle Cloud Infrastructure's data… more
- JPMorgan Chase (Montebello, CA)
- …build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists ... who can help meet their financial needs + Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements **Required qualifications, capabilities, and… more
- Vianai Systems (Palo Alto, CA)
- …veterans of the industry. We think and work like entrepreneurs, but we've brought a wealth of experience and expertise that is deeply relevant to our mission and the ... market opportunity. About Vianai: Vianai (https://www.vian.ai/) is a Human-Centered AI platform and products company amplifying the power of human understanding and collaboration together with advanced AI techniques, to drive transformation. Vianai's unique… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …highly visible role advising sophisticated clients and overseeing complex family wealth structures. You'll partner with experienced professionals, lead key financial ... functions, and have real influence in a collaborative, high-caliber environment. Responsibilities + Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters + Lead and develop accounting and administrative teams + Oversee… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …Proven experience in operations management within a detail-focused services or wealth management firm. Strong knowledge of human resources practices, including ... hiring, termination, payroll, and employee relations. Exceptional leadership and mentoring skills to effectively support and develop team members. Excellent organizational and project management abilities with a keen attention to detail. Ability to manage… more