- City National Bank (San Francisco, CA)
- * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT IS THE OPPORTUNITY?* Responsible for CNB's Wealth Management Product and Program Strategy . ... This individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market… more
- City National Bank (Beverly Hills, CA)
- …for peer review all client-facing custom designed output. * Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other ... * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This...Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW… more
- M&T Bank (Costa Mesa, CA)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. +… more
- Comerica (Los Angeles, CA)
- …also provide strategic payments related support to partners in Commercial, Retail and Wealth Management. The Payments Strategy Consultant will stay abreast of ... Job Description Payments Strategy Consultant The position will lead and/or support...business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping… more
- Bank of America (Walnut Creek, CA)
- …leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the ... staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires,… more
- Bank of America (San Diego, CA)
- …leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the ... Driving business growth byleading the service delivery model and wealth management banking strategy for their respective market + Hiring, developing, and leading… more
- Bank of America (Beverly Hills, CA)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy , being responsive to changes in the business environment ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the Firm Founded in 2012, the firm operates at the intersection of wealth strategy , portfolio management, family office services, and financial operations. ... to connect! Requirements Qualifications + 3-5+ years of experience in wealth management, preferably with ultra-high-net-worth clients. + Strong communication skills… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …offices, working with founders, investors, and multi‑generational families on tailored wealth strategy , portfolio management, and family office services. You'll ... join a collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding,… more
- Deloitte (Sacramento, CA)
- …Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... related discipline + Prior experience working in or with strategy consulting firms, asset managers, wealth platforms...or with strategy consulting firms, asset managers, wealth platforms or fintechs + Ability to translate complex… more