- M&T Bank (Los Angeles, CA)
- … experience and wealth operating model to ensure team provides superior client service to internal and external clients. Partners with business line ... **Overview:** Manages and leads a client service team who participates in...and external developments, including regulations, which may affect the Wealth client and the Bank. Collaborate with… more
- JPMorgan Chase (Los Angeles, CA)
- …Solutions and Product/Asset Class Specialist teams to implement the JP Morgan Wealth Management strategy to JP Morgan Advisors. The individual will accomplish this ... communicate with the field as well as an overall understanding of the Wealth Management industry. As the Vice President, Product Manager Investments & Advice, within… more
- BMO Financial Group (Los Angeles, CA)
- …issues. + Introduces subject matter experts to the client . + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- TIAA (Los Angeles, CA)
- …the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. + Presents the enterprise's Alternative ... the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this… more
- BMO Financial Group (Los Angeles, CA)
- …team of subject matter experts to craft and execute creative solutions for the client . + Monitors performance results at the regional , market and professional ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- Cherry Bekaert (Los Angeles, CA)
- …regional accounting firm with a demonstrated record of having provided leadership, client service , and business expansion. + The qualified candidate will have ... through expansion of services to existing clients and obtaining new clients. + Exceptional client service skills leading to the highest quality of execution and… more
- HUB International (Eagle Rock, CA)
- …be on establishing and nurturing strategic partnerships with national and regional leadership, local advisors, empowering them to deliver comprehensive financial ... coupled with your commitment to delivering exceptional value and service to our partners, will be instrumental in driving...employees. FinPath is an essential component of the TCG client experience. TCG was acquired by HUB International in… more
- Enterprise Bank & Trust (Cerritos, CA)
- …and clients. Make calls with RM's and business banking officers to identify client needs and recommend solutions. Develop referral sources for leads to new business. ... and completes projects and other miscellaneous duties as assigned. + Manage and service a portfolio of commercial clients. + Attend networking events, regional … more