- Nuveen Investments (San Francisco, CA)
- …in customer management system and updates calendars. + Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire ... ** Wealth Distribution Internal Advisor Consultant** The Wealth...industry developments and masters all company product and service solutions . **Key Responsibilities and Duties** + Partners with Advisor… more
- S&P Global (CA)
- …of portfolio monitoring and reporting. . You will interact with senior members of management and c-suite executives at private market firms of all sizes daily ... account management , client success, or other client-facing roles . Private markets/fintech industry knowledge and interest. . Highly proficient in Microsoft… more
- Grant Thornton (San Jose, CA)
- …over 1600 PE-backed portfolio company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax ... is responsible for designing and delivering training programs that enhance relationship management capabilities across our private equity teams, with a focus… more
- Columbia Bank (San Jose, CA)
- …deliver integrated financial solutions . Engage with bank partners for wealth management and implementation strategies to include investments, trust, ... capital needs, and partner across business lines to deliver full-relationship solutions -including credit, deposits, and treasury management . + Business… more
- Citizens (El Segundo, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key ... join their team and drive the loan process. The Private Bank Lending Specialist - Residential supports the Relationship...with RM and client to identify lending needs and solutions . + Performs analysis of client's financials to determine… more
- Oracle (Sacramento, CA)
- …include Global Banking, Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management , Private Wealth Management , and Cash & ... Industry Unit. **Who we are:** Oracle is a market leader in Cloud/AI solutions because we connect thousands of companies with enterprise products they can trust.… more
- S&P Global (San Francisco, CA)
- …+ Experience selling into specific market segments such as Investment Banking, Asset Management , Private Equity, Insurance, or Corporate sectors + Knowledge of ... S&P Global Market Intelligence represents flagship products including Capital IQ Solutions , Visible Alpha, Desktop platforms, API/Marketplace solutions , and… more
- Truist (San Francisco, CA)
- …to time. 1. Possess thorough knowledge of corporate trust and escrow solutions available to institutional clients: public and private corporations, financial ... expertise to help Commercial, Municipal and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES… more
- BMO Financial Group (Los Angeles, CA)
- …Extensive credit and risk expertise. + Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. + Broad ... Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of… 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 ... Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to...(SRM) is responsible for providing advice and valuable financial solutions to complex A&D Industry clients and prospects, while… more