- City National Bank (Los Angeles, CA)
- ** INVESTMENT OFFICER ** **WHAT IS THE OPPORTUNITY?** Responsible for sales of a broad range of investments, with a particular emphasis on taxable and tax-exempt ... to a highly diverse client base. Determine and document specific client investment objectives, match those objectives to appropriate investment vehicles, then… more
- Morgan Stanley (Los Angeles, CA)
- …is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ... an important part of our culture. The National Risk Officer is responsible for a wide variety of supervisory,...Strong knowledge of SEC, FINRA Rules and Regs including Investment and Product Knowledge Knowledge of applicable laws and… more
- Bank of America (Los Angeles, CA)
- Senior Trust Officer Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational… more
- Blackstone Consulting (Los Angeles, CA)
- Description/Job Summary Healthcare Security Officer : $22.44/ hour Schedule: Full Time Location: West Los Angeles To safeguard the health and safety of our employees, ... organizations achieve superior programs and results. This includes our investment in you and your ability to deliver best...status. BCI seeks a dedicated and passionate Healthcare Security Officer to serve as an integral part of the… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …our communities. Together, there's no stopping you.** SVP, SBA Business Development Officer **Job Description** **Summary:** The SBA Business Development Officer ... and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions,… more
- Danaher Corporation (Brea, CA)
- …at the pace of change to improve patient lives! The Chief Scientific Officer (CSO), Neurology, Danaher Diagnostics, will help accelerate the company's portfolio of ... Chief Scientific Officers and Innovation Center (IC) personnel to develop investment /innovation frameworks with focus on early-stage investment to close… more
- Blackstone Consulting (Baldwin Park, CA)
- …As part of the Regional Security Services team, the Healthcare Protection Officer (HPO) is responsible for the physical and personal security for members, ... we help healthcare organizations achieve superior programs and results. This includes our investment in you and your ability to deliver best practices to our client… more
- Robert Half Management Resources (Los Angeles, CA)
- …are offering a unique opportunity for a dedicated and strategic CFO - Chief Financial Officer to join our team in Los Angeles, California. As an integral part of our ... way. * Build financial models for growth initiatives to enable informed investment decisions. * Define, track, analyze, and report on Key Performance Indicators… more
- JPMorgan Chase (Los Angeles, CA)
- …to your clients? You have found the right team. As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- City National Bank (Los Angeles, CA)
- ** INVESTMENT OPERATIONS SPECIALIST LEAD** **WHAT IS THE OPPORTUNITY?** The Investment Ops Specialist Lead will support responsibilities assigned to the Trust ... transfers of mutual funds. + Coordinates with Account Officers, brokers and Investment Managers to arrange for settlement of securities. Contacts brokers in order… more
- JPMorgan Chase (Los Angeles, CA)
- …spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing ... and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in… more
- HUB International (La Palma, CA)
- …broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout ... North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com. more
- Morgan Stanley (Pasadena, CA)
- …a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth ... Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific...* Mandarin speaking preferred *REPORTS TO:* * Business Service Officer Expected base pay rates for the role will… more
- Morgan Stanley (Woodland Hills, CA)
- …data for clients, that may involve computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance ... Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information… more
- Citigroup (Los Angeles, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- City National Bank (Los Angeles, CA)
- …any additional project and tasks as may be required by the Chief Compliance Officer . + Maintain a broad compliance skill set, with particular focus on consumer ... at a financial institution with extensive understanding of banking, brokerage and investment regulations. + Minimum of 10 years working for financial institutions in… more
- KPMG (Los Angeles, CA)
- …KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG ... by US Customs and Border Protection, CUSICO (Certified US Import Compliance Officer ), CUSECO (Certified US Export Compliance Officer ), Certified Customs… more
- JPMorgan Chase (Los Angeles, CA)
- …senior roles within the Treasury Solutions such as a Treasury Management Officer position. **Job Responsibilities** + Collaborate with the Treasury Management ... Officer (TMO) on client proposals to identify appropriate Treasury...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- KPMG (Los Angeles, CA)
- …KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG ... by US Customs and Border Protection, CUSICO (Certified US Import Compliance Officer ), CUSECO (Certified US Export Compliance Officer ), Certified Customs… more
- HSBC (Arcadia, CA)
- …The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high ... with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based… more