- City National Bank (Beverly Hills, CA)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the … more
- Insight Global (Los Angeles, CA)
- …operations. Collaborate with investment and banking teams to deliver integrated wealth solutions. Utilize Salesforce and other internal systems to manage client ... and Requirements 47 years of experience in banking, investment, or wealth management roles. Strong client relationship and interpersonal skills. Experience working… more
- TEKsystems (El Segundo, CA)
- …in a related field. + 5 years of experience as a Sr Business Analyst supporting Wealth Management projects/operations/products is required. + Strong knowledge of ... We are seeking a Sr Business Analyst with deep functional and operational expertise to...of business processes within financial services, particularly in brokerage, wealth management, or advisory services. You'll work closely with… more
- Citigroup (San Rafael, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- Citigroup (Loma Linda, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- TIAA (Walnut Creek, CA)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify...Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- AON (Los Angeles, CA)
- Southern California New Business Analyst , Growth Operations The US Commercial Risk and Health New Business Analyst ("NBA") will work primarily with US Commercial ... At the direction of the Sales Team, research prospects and clients, using analyst reports, SEC reports, Yahoo! Finance, and related sources of information, to… more
- JPMorgan Chase (San Francisco, CA)
- …your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions ... You will be part of a three-year Private Bank analyst program whereby you will be supporting the team...team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior… more
- Scotiabank (San Francisco, CA)
- Analyst , Technology Investment Banking - San Francisco, CA **Requisition ID:** 218729 **Salary Range:** 110,000.00 - 120,000.00 _Please note that the Salary Range ... committed to results, in an inclusive and high-performing culture. **Title** : Analyst , Technology Investment Banking - San Francisco, CA **Global Banking and… more