• Private Client Advisor II

    Bank of America (San Jose, CA)
    …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
    Bank of America (03/12/25)
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  • Dealer Relations Manager

    S&P Global (CA)
    …Marketing or a related field + 3-5 years professional experience working in sales , marketing or customer service in a luxury automotive retail environment + ... data, revealing key customer insights to accurately predict automotive sales . Through its proprietary automated sales and...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
    S&P Global (06/07/25)
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  • Healthcare & Life Sciences Industry Vertical…

    WTW (Los Angeles, CA)
    …carriers, outside service vendors and intermediaries; provides production leadership and sales management; is responsible for a team of over 140+ colleagues, ... recruitment and retention of talent, including producers and other sales professionals. + Manage controllable expenses within targets to...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
    WTW (03/26/25)
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  • Mortgage Lending Officer SAFE Act - B11

    Citigroup (Canyon Country, CA)
    …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate… more
    Citigroup (05/03/25)
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  • JPMorgan Private Client Relationship Manager

    JPMorgan Chase (Los Angeles, CA)
    …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
    JPMorgan Chase (05/16/25)
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  • Trust Market Manager

    Umpqua Bank (Walnut Creek, CA)
    Trust Market Manager Wealth Management Reno, Nevada Henderson, Nevada South Jordan, Utah Walnut Creek, California **Description** **About Us:** At Umpqua, we create ... company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on the… more
    Umpqua Bank (06/05/25)
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  • Director, HNW Private Banker

    Citigroup (San Francisco, 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 ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
    Citigroup (05/14/25)
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  • Citi Private Bank - Director, Private Banker

    Citigroup (Beverly Hills, 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 ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
    Citigroup (05/14/25)
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  • Senior Supervisory Control Specialist

    Wells Fargo (San Diego County, CA)
    …Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is responsible for supervisory oversight ... supervision policies, practices, hiring, disciplinary actions and training + Monitor sales review activities, coordinate proper staff and coverage and develop and… more
    Wells Fargo (04/29/25)
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  • Senior Trust Associate - Senior Fiduciary…

    Wells Fargo (Long Beach, CA)
    …- Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services.… more
    Wells Fargo (06/05/25)
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