- 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...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- BMO Financial Group (Los Angeles, CA)
- …Certified Financial Planner is preferred. + Expert knowledge of all facets of wealth management . + Expert knowledge of Bank products, services and capabilities. ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...business relationship. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic… more
- Cherry Bekaert (Los Angeles, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with clients and firm...as a formal and informal mentor to managers and senior managers and as a valued colleague (as it… more
- KPMG (Los Angeles, CA)
- …quality level in order to communicate findings and recommendations to the clients and senior management team and proficiency in executing project management ... **Business Title:** Manager, Director , Liquidity Risk **Requisition Number:** 111337 - 8...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Los Angeles, CA)
- **Business Title:** Director , Disaster Recovery **Requisition Number:** 111193 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los Angeles ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Kiewit (Long Beach, CA)
- **Requisition ID:** 171631 **Job Level:** Senior Level **Home District/Group:** Kiewit Infrastructure Engineers **Department:** Design Engineering **Market:** Marine ... passion for improvement. **District Overview** Kiewit Infrastructure Engineering's Design Build Management team are driving clients to turn to Kiewit during all… more
- House of Blues (Beverly Hills, CA)
- …like you then please read on! THE JOB We are looking for a Senior Graphic Designer to produce visual materials for experience marketing, brand, onsite and internal ... around our owned and operated venues. Working with venue creative leads, the Senior Graphic Designer will concept and produce creative assets to use across social… more
- JPMorgan Chase (Los Angeles, CA)
- …team at JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service ... of a dedicated wealth management business and the global resources...ability to maintain close working relationship with sales and senior management team. Ability to interface with… more
- House of Blues (Beverly Hills, CA)
- …about 30-40% travel. + Communicate findings to system Product Owners, as well as senior management , obtaining agreement and buy-in to proposed action plans + ... our company. They will work closely with junior and senior members of the team to evaluate the efficiency...the effective planning of an audit, timely on-site fieldwork management , reviewing workpapers to an excellent standard, writing and… more
- University of Southern California (Los Angeles, CA)
- …materials on prospects and assign estimated gift capacity ratings based on comprehensive wealth analysis. + Produce briefings for senior university officials for ... a critical partner to the University's wider advancement community. Reporting to a director of development research, the incumbent will operate as a lead research… more
- House of Blues (Beverly Hills, CA)
- …+ Take ownership of ad-hoc reviews/projects + 25% + Communicate findings to Senior Product Owners/ Senior Management , obtaining agreement and buy-in to ... THE ROLE We are currently recruiting for a dynamic Senior IT Internal Auditor (I) who will work as...planning of an audit, timely on-site or remote fieldwork management , reviewing workpapers to a high standard, writing and… more
- House of Blues (Beverly Hills, CA)
- …focusing on IT and operational processes. There will be frequent exposure to senior management throughout the organization, as well as interactions with external ... Audit Group and report directly to the Global Sr. Director of IT Internal Audit. This will be a...fraud investigations or data protections + Interface and interview management and operating personnel + The function will involve… more
- Atria Wealth Solutions (Pasadena, CA)
- …their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to help ... Employees #11 Federal Credit Union. A month later, at the first Board of Director 's meeting, 65 memberships were approved, and $149 in deposits were recorded. Much… more