- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating...Specialists in Credit, Treasury Management , and Merchant Services in order to design and… more
- Anywhere Real Estate (San Francisco, CA)
- …internal leadership across both the franchise and title/closing businesses. * Partner Management - Partner with Anywhere Brand teams and local title presidents to ... new line of franchisee title and closing joint ventures, including management of cross-functional leaders through key strategic decisions (eg, consumer experience,… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... Manager, Compensation is responsible for the development, implementation, and management of compensation programs that support the organization's strategic… more
- CH Robinson (Los Angeles, CA)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... of experience in US and global trade compliance, OFAC regulations, and program management + Strong knowledge of US and international trade laws, export regulations… more
- JPMorgan Chase (San Francisco, CA)
- …+ Experience with the E-SIGN Act, UETA and/or Remote Online Notarization + Wealth management experience All candidates for roles in the Legal department ... in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven...including client relationship managers, client service teams and business management . + Advising on a wide range of legal… more
- Anywhere Real Estate (San Jose, CA)
- …base salary and variable compensation. **Key Responsibilities:** * Partner Management - Support ownerships of broker-owner relationships, input, and questions ... * 5+ years of experience in strategic or partnership management functions; no real estate or industry experience required....each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- Coinbase (San Francisco, CA)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase… more
- Comerica (San Mateo, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build… more
- Cherry Bekaert (Sacramento, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services +… more
- JPMorgan Chase (Los Angeles, CA)
- …extensive network and resources to position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more
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