- Citigroup (Los Angeles, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create a ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. +… more
- Charles Schwab (Los Angeles, CA)
- …preferred. + 5 + years of financial services industry experience + Relationship management experience in the private wealth and/or investment management ... DAFgiving360 Charitable Consulting is responsible for long-term sustainable growth, relationship management, a premium client experience and providing timely,… more
- Coinbase (Sacramento, CA)
- …met and work is carried out in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they are valued. Ensure their voices are ... of a high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship -based service, ... culture. 6. Stakeholder Partnership & Communication + Serve as a trusted advisor to HR business partners and business leaders on compensation matters. +… more
- US Bank (Los Angeles, CA)
- …owners, operators, investors and lenders. The successful candidate will be a trusted advisor who collaborates closely with the various business lines within CRE, and ... environment. **Primary Responsibilities** - Provide legal support to the relationship management, portfolio management, and loan administration teams for all… more
- Comerica (San Jose, CA)
- …Business Development Officer The Business Development Officer (aka Small Business Advisor /SBA) role will be responsible for increasing the Bank's profitability by ... Self-Develop profitable new business with target customer segments. Partner with Relationship Managers to develop new business. Provide client retention support to… more
- Carrington (Anaheim, CA)
- …or Adobe Captivate. + Excellent interpersonal skills including influencing and relationship -building across functions. + Knowledge and abilities in the principles ... + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred - such as… more