- JPMorgan Chase (Los Angeles, CA)
- …managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail ... investors worldwide, the division offers comprehensive investment management across all major asset classes. With nearly...You will report to the Head of US Client Strategy for Core & Core Plus Funds. **Job** **Responsibilities:**… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... of the business. Necessitates a degree of responsibility over technical strategy . Primarily affects a sub-function. Responsible for handling staff management issues,… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- BlackRock (San Francisco, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We are… more
- Atria Wealth Solutions (Dublin, CA)
- …Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- Bank of America (Walnut Creek, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...delivery model to include the bank's digital offerings and wealth management banking strategy in the market… more
- Bank of America (San Diego, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...delivery model to include the bank's digital offerings and wealth management banking strategy in the market… more
- Bank of America (Newport Beach, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- CIBC (Newport Beach, CA)
- …or deposit growth field. + You have demonstrated knowledge of credit, lending, investment strategy , trust administration and wealth management solutions. + ... primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family offices, endowments… more
- Bank of America (Newport Beach, CA)
- …service model. Job expectations include assisting with client meetings related to investment strategy , account performance, new products, and market developments ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services...in developing and monitoring the team's client book segmentation strategy **Skills:** + Account Management + Business Acumen +… more