- JPMorgan Chase (Los Angeles, CA)
- …primary benefit of being a JP Morgan Private Client , marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private ... role is central to this, working collaboratively with an integrated client service team to provide clients...successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning… more
- City National Bank (Beverly Hills, CA)
- …team. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and...process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation,… more
- Columbia Bank (Los Angeles, CA)
- …as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… 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 ... a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in...Manages resource planning to ensure that there are sufficient engagement resources to meet plan for the individual audit.… more
- Bank of America (Beverly Hills, CA)
- …individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- Nuveen Investments (San Francisco, CA)
- …set of responsibilities. Their key duties include: + Client Engagement : Maintaining relationships with internal institutional and wealth sales channels, ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role...Funds. They are embedded in and serve as an integrated member of Nuveen's Structured Credit team that has… more
- City National Bank (Irvine, CA)
- …customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* * Perform a ... colleagues to develop investment strategies. * Oversee distribution of client 's assets upon termination of accounts. * Respond to...Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all… more
- Jabil (Benicia, CA)
- …management, and material flow. This individual will lead and develop an integrated team of buyers, planners, and warehouse staff while owning the end-to-end ... factory operations. ESSENTIAL DUTIES AND RESPONSIBILITIES LEADERSHIP RESPONSIBILITIES On-Site Client Representation + Serve as the primary on-site interface between… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... which offers a full range of multi-channel communications solutions such as integrated print, mail and digital solutions for transactional, marketing and compliance… more