- Scotiabank (San Francisco, CA)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work… more
- Zions Bancorporation (El Segundo, CA)
- …with internal teams to prepare materials for review and approval by senior management and/or committee(s) + Significant knowledge of investment banking products, ... by senior management and/or committee(s) + Significant knowledge of applicable investment banking regulations + High level of focus on work quality and attention… more
- BlackRock (San Francisco, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We are… more
- Atria Wealth Solutions (Dublin, CA)
- …Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- HUB International (Riverside, CA)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... in mergers and acquisitions. **Who is the Carrier Team?** The Carrier Management Team partners closely with our carriers to build strong, solution-oriented… more
- City National Bank (Los Angeles, CA)
- …roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, ... experience working within a Compliance Investment Management role. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact… more
- City National Bank (Irvine, CA)
- …and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management , trust and wealth planning set this ... Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management , and planning opportunities in estate and personal… more
- City National Bank (Los Angeles, CA)
- …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While...be the primary point of contact for all new investment management opportunities. * Relationship Management… more
- CIBC (Newport Beach, CA)
- …demonstrated knowledge of credit, lending, investment strategy, trust administration and wealth management solutions. + You put our clients first. You engage ... primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family offices,… more