- 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
- 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)
- …Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth ... ** Wealth Management Advisor** Supported with a robust array...tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and… 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
- 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 ... wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial… 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 ... the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs… 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
- JPMorgan Chase (Irvine, CA)
- …Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning . **Job Responsibilities** + Help devise ... career to the next level. As a Program Banker Analyst in the US Private Bank, you will work...and to serve existing clients. As a top performing Analyst , you will have the opportunity to continue onto… more
- City National Bank (Los Angeles, CA)
- *REGULATORY RELATIONS ANALYST * WHAT IS THE OPPORTUNITY? Responsible for working with Associate Director ("AD") to coordinate end-to-end regulatory activity within ... regulators. * Work with business and risk units to oversee and coordinate planning , fieldwork and final responses to external regulators, including but not limited… more
- Live Nation (CA)
- …incrementality testing and attribution thought leadership. THE ROLE The Sr. Marketing Analyst is responsible for analyzing digital media campaigns and tactics for ... with 200+ regional marketers to support data and analytics needs to inform planning decisions, define KPIs, validate that tracking is in place, measure performance,… more