- Bank of America (Newport Beach, CA)
- Wealth Management Specialist Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management , is a leadership role as...Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) Or… more
- BMO Financial Group (Los Angeles, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- Citigroup (Beverly Hills, CA)
- …fiduciary providing personalized acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional ... of responsibility over technical strategy. Responsible for handling resource management and allocation of work within the team/project. **Key Responsibilities:**… more
- S&P Global (Los Angeles, CA)
- …the Role:** **Grade Level (for internal use):** 11 **The** **Role:** Investment Management Product Specialist - Quantitative Consultant **The Team:** S&P Global ... feeds and analytical products. **Impact & Responsibilities:** The Investment Management Product Specialist - Quantitative Consultant is...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Wells Fargo (Long Beach, CA)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor Services as part...in Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- Lincoln Financial (Los Angeles, CA)
- …and sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with… more
- Parker Hannifin Corporation (Irvine, CA)
- Purchasing Specialist - Fluid Systems Division Location : IRVINE, CA, United States Job Family : Procurement Job Type : Regular Posted : Feb 19, 2025 Job ID : 53186 ... producers of flight control, hydraulic, fuel and inerting, fluid conveyance, thermal management , and engine systems and components for the aerospace industry. We… more
- Parker Hannifin Corporation (Irvine, CA)
- Aerospace Contract Specialist (SSO Division - Irvine, CA) Location : IRVINE, CA, United States Job Family : Program Management Job Type : Regular Posted : May ... 24/7 operational and technical support wherever it's needed. Contract Admin Specialist (SSO Division - Irvine, CA) Position Summary/Essential Functions: Administers… more
- Parker Hannifin Corporation (Irvine, CA)
- Aerospace Program Administration Specialist (SSO Division - Irvine, CA) Location : IRVINE, CA, United States Job Family : Marketing Job Type : Regular Posted : Apr ... and technical support wherever it's needed. Aerospace Program Administration Specialist (SSO Division - Irvine, CA) Position Summary/Essential Functions: Conducts… more
- Parker Hannifin Corporation (Irvine, CA)
- Subcontract Procurement Specialist , SR - Fluid Systems Division Location : IRVINE, CA, United States Job Family : Procurement Job Type : Regular Posted : May 22, ... for products and services through effective bidding, negotiation, and supplier management . Responsible for developing, negotiating and administering major or highly… more
- Parker Hannifin Corporation (Irvine, CA)
- Technical Author Specialist II (SSO Division - Irvine, CA) Location : IRVINE, CA, United States Job Family : Engineering Job Type : Regular Posted : May 15, 2025 Job ... 24/7 operational and technical support wherever it's needed. Technical Author Specialist II (SSO Division - Irvine, CA) Position Summary/Essential Functions:… more
- Parker Hannifin Corporation (Irvine, CA)
- Trade Compliance Specialist (SSO Division - Irvine, CA) Location : IRVINE, CA, United States Job Family : Supply Chain/Logistics Job Type : Regular Posted : May 1, ... 24/7 operational and technical support wherever it's needed. Trade Compliance Specialist (SSO Division - Irvine, CA) Position Summary/Essential Functions: Position… more
- Wells Fargo (Pasadena, CA)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... Officer on the Special Needs Trust Services team as part of Wealth and Investment Management . **In this role, you will:** + Administer Special Needs Trusts as… more
- House of Blues (Beverly Hills, CA)
- …comprised of four market leaders: Ticketmaster.com, Live Nation Concerts, Front Line Management Group and Live Nation Network. Ticketmaster.com is the global event ... artists globally. Front Line is the world's top artist management company, representing over 250 artists. These businesses power...then please read on! THE ROLE The Digital Media Specialist will assist in the development of media campaigns… more
- Wounded Warrior Project (Los Angeles, CA)
- …to get started, we're ready for you. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The Major Gifts Specialist ... portfolio of major gift donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal… more
- WTW (Los Angeles, CA)
- …services, outsourced chief investment officer (OCIO), Total Funds Solutions (TFS), Specialist Portfolio Solutions (SPS) and analytics & tools to give investors ... sustainable growth in the US, growing relationships with existing investment and Health, Wealth and Career clients, and growing efficiently, with a strong eye for… more
- BMO Financial Group (Newport Beach, CA)
- …leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product ... integrated BMO OneClient focus across all lines of business including Wealth , Retail, Business Banking, and Diversified Industries Group. Facilitates growth… more
- Parker Hannifin Corporation (Irvine, CA)
- …and/or processes. Is responsible for technical scope, cost and schedule management of assigned projects/tasks. Plans, schedules, and coordinates efforts of assigned ... Projects at this level are assigned to develop project management and leadership skills and to build knowledge of...mentor for other employees. May serve as a functional specialist . * Develop engineering estimates in coordination with Program… more
- Parker Hannifin Corporation (Irvine, CA)
- …Supply Chain Manager. Will interact with all levels of Division management , including operational, engineering, quality control, marketing and finance. May supervise ... the Sourcing/Commodity Manager, Sourcing Specialist , and Buyer. Key supplier and key customer contact required. Position will have direct reports. Essential… more