- Nuveen Investments (Walnut, CA)
- ** Wealth Management Coach ** The Director , Wealth Management Coach enables client facing Wealth Management client facing associates to ... and Duties** + Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth … more
- JPMorgan Chase (Long Beach, CA)
- …+ Build collaborative relationships with partners across lines of business - Chase Wealth Management , Home Lending, Branch Teams, Commercial Bank, and Private ... bank for our clients. **Job responsibilities** + Provide leadership, management , support, direction, and guidance to a team of...address or escalate issues in a timely manner + Coach and develop team on all aspects of managing… more