- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... and banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management leader… more
- T. Rowe Price (San Francisco, CA)
- … globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. ... The Wealth Management distribution group strives to build...and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers… more
- Citigroup (Chino Hills, CA)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to .... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (San Francisco, CA)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… 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 ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- S&P Global (Seal Beach, CA)
- …fund administrators, in connection with provision of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation ... our Private Equity professionals assist clients in the post‑trade valuation of alternative investments, specifically for debt and equity positions where no active… more
- S&P Global (Seal Beach, CA)
- …administrators, in connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques ... Market Valuation professionals assist clients in the post-trade valuation of alternative investments, specifically for debt and equity positions for which there… more
- The County of Los Angeles (Los Angeles, CA)
- … management studies concerning departmental programs and initiatives. + Assists senior management to develop new systems, implement administrative policies ... and prepares official correspondence and materials as necessary. + As assigned by senior management , prepares analyses and recommendations to the Board of… more
- The County of Los Angeles (Los Angeles, CA)
- …governmental programs and services OR multiple lines of business (eg, private wealth management , brokerage services, and banking; or e-commerce, cloud computing, ... long range development goals and objectives. + Confers with senior departmental management , Chief Information Office, Chief...C Driver License or the ability to utilize an alternative method of transportation when needed to carry out… more
- Carrington (Aliso Viejo, CA)
- …requests for settlement approval. + Resolve routine legal issues under the guidance of senior legal personnel. + Open and maintain matters in case management ... pay close attention to details, take notes, and to collaborate and explore alternative solutions. + Skilled in assessing decisions with potential impact on the… more
- Citigroup (Beverly Hills, CA)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more