- JPMorgan Chase (Los Angeles, CA)
- …to your clients? You have found the right team. As a Treasury Management Officer in Corporate & Investment Banking, you will generate new treasury management ... 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)
- **SALES SUPPORT OFFICER SENIOR - (TMSSO)** **WHAT IS THE OPPORTUNITY?** This position provides comprehensive support and backup to the Treasury Management Sales ... Officer in all areas of the sales cycle and...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- Providence (Santa Monica, CA)
- **Description** The Chief Financial Officer (CFO) is responsible for managing Saint John's Health Center Foundation's (SJHCF) financial operations, ensuring the ... CEO and the SJHCF Board of Trustees to develop and implement financial and investment strategies that support the organization's mission and goals. The CFO is a… more
- City National Bank (Los Angeles, CA)
- **BSA/AML OFFICER - WEALTH MANAGEMENT SUBSIDIARIES** **WHAT IS THE OPPORTUNITY?** This role acts as the designated Bank Secrecy Act AML Officer ("AML Officer ... made. + Develop and implement BSA/AML Program for Registed Investment Advisor, City National Rochdale. + Acts as a...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- City National Bank (Beverly Hills, CA)
- **CHIEF BUSINESS LINE LENDING OFFICER , Entertainment** **- Beverly Hills, CA., Los Angeles, CA.** **WHAT IS THE OPPORTUNITY?** The Chief Business Line Lending ... Officer will provide leadership in the implementation of a...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- HUB International (Los Angeles, CA)
- …highly visible, leadership position, reporting directly into Global/Executive Chief Compliance Officer of RPW, working closely RPW senior leadership to collectively ... maintenance of compliance policies and procedures for all Hub-affiliated registered investment advisers and their respective supervised persons. The SVP will also… more
- City National Bank (Los Angeles, CA)
- **SALES ENABLEMENT OFFICER TMS** **WHAT IS THE OPPORTUNITY?** The Sales Enablement Officer provides tools and support and executes strategies to enable a ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Bank of America (Los Angeles, CA)
- Portfolio Management Officer II Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... to make a difference. Join us! **Job Description:** The Portfolio Management Officer ("PMO") will be responsible for underwriting new credit requests and monitoring… more
- City National Bank (Los Angeles, CA)
- **PRICING & PROFITABILITY OFFICER ** **WHAT IS THE OPPORTUNITY?** This role supports driving enhanced commercial pricing and profitability against the bank's products ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Citigroup (Woodland Hills, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail… more
- Bank of America (Los Angeles, CA)
- Regional Business Development Officer Newport Beach, California;San Jose, California; Los Angeles, California **Job Description:** At Bank of America, we are guided ... by developing referrals from business intermediaries (eg consultants, attorneys, investment bankers, accountants, business brokers). Job expectations include designing… more
- City National Bank (Los Angeles, CA)
- **Trust Officer II - Custody and Retirement Services (WEALTH SERVICES - RETIREMENT SPECIALIST)** **WHAT IS THE OPPORTUNITY?** This position is responsible for the ... administration of defined benefit and defined contribution plans, ESOPs, other employee benefit trust, agency and Individual Retirement Accounts (IRA's). This position ensures that the administration of the accounts are in accordance with the applicable laws… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY?** This key position supports the Senior Vice President, Business Controls Officer within Banking and Investment Services (B&IS) and has primary ... predictive indicators for risk/control management for all leadership levels of the Banking and Investment Services team + Lead a team that manages the Risk & Control… more
- Morgan Stanley (Pasadena, CA)
- …Advisor(s) (PWAs)/ teamswho is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment ... strong organizational, analytical and communication skills to effectively discuss investment strategies with the FA/PWA/team. *DUTIES and RESPONSIBILITIES:* *… more
- Brookfield Properties (El Segundo, CA)
- …due diligence in connection with land acquisitions. Familiarity with real estate investment and financing principles and process will be critical for success, and ... broader aspects of the development process within an institutional investment setting, including due diligence and underwriting, pre-development and entitlement,… more
- City National Bank (Los Angeles, CA)
- …revised laws and regulations. + Assist the Compliance Manager, Senior Compliance Officer , and Risk Assessment team with the evaluation of compliance testing program ... lead line of business to remediation plans. + Works with Senior Compliance Officer , Compliance Manager to maintain audit tracking logs and other tracking reports as… 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
- 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
- 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)
- …position will work directly with the City National Bank ("CNB") Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more