- Bank of America (Walnut Creek, CA)
- …as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations ... ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the… more
- HUB International (Napa, CA)
- …an experienced Product Operations Manager for an insurance and risk management client engagement portal. The candidate will be responsible for managing ... employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over...in the service delivery. The candidate must be professional, operations management focused, with an eye for… more
- Citigroup (San Ramon, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
- Citigroup (Richmond, CA)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents,… more