- Bank of America (Los Angeles, CA)
- Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support… more
- City National Bank (Los Angeles, CA)
- …("CNB") Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth Management and will partner with the Risk Framework ... **BUSINESS CONTROLS MANAGER - PRIVATE BANKING & WEALTH MANAGEMENT** **WHAT...experience in driving operational change with front line to senior leadership personnel + Excellent relationship and… more
- BMO Financial Group (Los Angeles, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation… more
- Citigroup (Los Angeles, CA)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- M&T Bank (Los Angeles, CA)
- …and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the...and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess… more
- JPMorgan Chase (Glendale, CA)
- …as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing ... gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience...+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market… more
- M&T Bank (Los Angeles, CA)
- …to support networking efforts. + Maximize depth and profitability of the client relationship . Partner with Wealth Advisors to uncover needs and deliver ... Wealth Management business and collaborate with the client relationship team to ensure clients with whom we lead...and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate, Financial Due Diligence **Requisition Number:** 118441 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal… more
- PNC (Irvine, CA)
- …develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation ... team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist **Institutional Asset Management… more
- International Rescue Committee (Glendale, CA)
- …department is comprised of three main but complementary functional areas: Private fundraising, Communications, and Advocacy. The main objective of the department ... Major Giving West team has a goal of improving private individual support for the IRC by engaging, cultivating,...a portfolio of donors, prospective donors, and suspects with wealth capacity ratings of at least $500K and up… 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 ... the heart of downtown LA and is the largest private employer in the city of Los Angeles. As...prospect pipeline. + Partner with fundraisers and colleagues in Relationship Management to analyze and refine portfolios. + Ensure… 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 ... the heart of downtown LA and is the largest private employer in the city of Los Angeles. As...prospect pipeline. + Partner with fundraisers and colleagues in Relationship Management to analyze and refine portfolios. + Ensure… more
- JPMorgan Chase (Los Angeles, CA)
- …for portfolio companies; fund financing for VC firms; and a full suite of private banking and wealth management solutions tailored to founders and VC partners. ... Capabilities and Skills** + Typically a minimum of ten years account relationship management experience with a focus on business relationships + Understanding of… more