- 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
- 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 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 (Riverside, 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 (Sherman Oaks, 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
- City National Bank (Los Angeles, CA)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration, Retirement… 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
- Cedars-Sinai (Los Angeles, CA)
- …**What you will be doing in this role:** The Senior Prospect Research Analyst is responsible for performing advanced research to support the department in ... opportunities. Under the direction from leadership, the Senior Prospect Research Analyst is responsible for implementing prospect research activities for assigned… more
- Niagara Bottling LLC (Diamond Bar, CA)
- …We offer competitive compensation and benefits packages for our Team Members. Financial Analyst II The Financial Analyst II Revenue and Manufacturing (Regional ... data models to aid in better understanding overall financial performance and wealth enhancement, specifically for the Water segment of the business. + Responsible… more
- US Bank (Torrance, CA)
- …what you excel at-all from Day One. **Job Description** The PWM Banking Analyst will receive comprehensive on-the-job training focused on the technical aspects of ... or equivalent work experience + Ten or more years of private wealth management experience in the financial services industry **Preferred Skills/Experience** + Strong… more