- JPMorgan Chase (Los Angeles, CA)
- …Solutions and Product/Asset Class Specialist teams to implement the JP Morgan Wealth Management strategy to JP Morgan Advisors. The individual will accomplish this ... field as well as an overall understanding of the Wealth Management industry. As a Vice President, Product Manager...+ Advise, identify and select appropriate managers, vehicles for client portfolios keeping in mind regulatory framework, client… more
- BMO Financial Group (Los Angeles, CA)
- …issues. + Introduces subject matter experts to the client . + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- JPMorgan Chase (Los Angeles, CA)
- …Advisors office. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Service Group Manager in JP Morgan… more
- Capital One (Los Angeles, CA)
- …Once an opportunity is won, the Business Development Banker will continue to retain the client within the banker's book of business with a focus on and deepening the ... business within Capital One including but not limited to: Treasury Management, Wealth Management, and Vantiv Merchant Services to help cross-sell Capital One… more
- HUB International (Eagle Rock, CA)
- …be on establishing and nurturing strategic partnerships with national and regional leadership, local advisors, empowering them to deliver comprehensive financial ... coupled with your commitment to delivering exceptional value and service to our partners, will be instrumental in driving...employees. FinPath is an essential component of the TCG client experience. TCG was acquired by HUB International in… more