- Comerica (Los Angeles, CA)
- Job Description Product Manager IVResponsible for ensuring assigned product (s) is relevant, sold properly, and is managed to a positive customer experience ... degree from an accredited university + 7 years of experience in Product Management, and Wealth lending preferred Salary Range For candidates hired in the state… more
- Bank of America (Los Angeles, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager Los Angeles,...supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans,… more
- City National Bank (Los Angeles, CA)
- * SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING*...and tools. * Reviews audit reports drafted by the Senior Manager / Manager and reviewed by ... This role is responsible for directing and overseeing the Wealth Management and Banking audit functions of a large,...assessment and assurance of the end-to-end processes in key product lines. * Coordinates and manages regulatory requests and… more
- BMO Financial Group (Los Angeles, CA)
- …of client issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- JPMorgan Chase (Irvine, CA)
- …a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and ... greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As… more
- JPMorgan Chase (Los Angeles, CA)
- …as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a ... with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase… more
- City National Bank (Los Angeles, CA)
- *SALESFORCE PRODUCT MANAGER PB* WHAT IS THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private ... and data required to execute. This position is responsible for the development of product features and functionality aligned with the overall product roadmap and… more
- Carrington (Anaheim, CA)
- …in absence of manager . + Support the development of presentations for senior leadership. + Perform other duties as assigned. **What you'll need:** * Bachelor's ... our Anaheim or Aliso Viejo, CA offices.** The Mortgage Senior Financial Analyst will be responsible for conducting and...and analyzes financial information for assigned accounts, products or product lines, or business units in order to track… more
- Umpqua Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... generation. + Build teams around clients and relationships by partnering with product specialists to ensure comprehensive financial advice and planning. + Develop… more
- BMO Financial Group (City Of Industry, CA)
- …an inclusive society. We are seeking a top performing Managing Director, Group Manager for our Emerging Middle Market Group, leading Regional Managers and their ... adherence to audit, regulatory and compliance policies. The Managing Director, Group Manager is a critical member of the Southern California divisional leadership… more
- Comerica (Costa Mesa, CA)
- Job Description Commercial Card Sales Manager The Manager Commercial Card Sales role leads a team of Commercial Card Sales Officers who are responsible for the ... of the Customer in the development, review & recommended solutions for new product development. - Individuals in this position are also responsible for administering… more
- Enterprise Bank & Trust (Cerritos, CA)
- …communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship ... deposit driven commercial relationships and present solutions using treasury management, wealth products and other services. + Manages and services commercial… more
- Parker Hannifin Corporation (Irvine, CA)
- …and discounts, and ensures compliance with warranty or maintenance agreements. This senior position provides group leadership support as directed by the manager ... acquired through six or more years of related experience in technical product support or contract administration. Thorough knowledge of warranty and maintenance… more