- HSBC (Beverly Hills, CA)
- Vice President , Liquidity Business Sales Brand: HSBC Area of Interest: Asset and Wealth Management Location: Beverly Hills, CA, US, 90210 Work style: ... towards achieving client centricity across all stages of a client life cycle. The Vice President , Liquidity Business Sales is an integral part of the… more
- JPMorgan Chase (Palo Alto, CA)
- …derivative-based transactions, and exchange funds) will also be a plus. As a Vice - President , Wealth Planner within JP Morgan Wealth Management, you will need ... (restricted stock, employee stock options, performance share units, etc.), pre- liquidity planning, and concentrated position management (such as 10b5-1 plans,… more
- Citigroup (San Francisco, CA)
- **Commercial Bank | Treasury Specialist, Business Development Specialist, SVP** The Cash Product Salesperson is a driven professional role, who will lead treasury ... a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on… more
- JPMorgan Chase (Los Angeles, CA)
- …marking the initial engagement of bank-only clients with Wealth Management. As a Vice President , Private Wealth Planner within JP Morgan Wealth Management, you ... Planning can bring to a relationship and work with them to develop business opportunities with new and existing clients. This role requires travel among branches… more
- JPMorgan Chase (Los Angeles, CA)
- …& Broker Dealers industry segments, you will be primarily responsible for developing business from existing and new clients/prospects. You are expected to expand the ... relationships by building a pipeline of sales opportunities and achieving new business sales goals through effective account planning, development of strong client… more
- BlackRock (San Francisco, CA)
- …and serving as the client's go-to resource for understanding current market liquidity conditions, active portfolio exposures, and how these factors tie into the ... opportunity to gain exposure to every stage of the asset management business . Specifically, you will: + Manage portfolio construction and positioning during live… more
- Ross Stores, Inc. (Dublin, CA)
- …thrives in a fast\-paced, results\-driven environment\. The Director will report to the Vice President of FP&A and will interact frequently with Executives ... & Analysis \(FP&A\) will be responsible for leading financial planning, forecasting, and business analytics functions for Ross\. As a key leader within the finance… more