- S&P Global (Seal Beach, CA)
- …start-up, growth, mature and distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate , Private Market Valuation will deliver ... leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation… more
- S&P Global (Seal Beach, CA)
- …growth, mature, and distressed stages globally. **Responsibilities & Impact:** The Private Market Valuation, Senior Associate will deliver a range of ... Level (for internal use):** 10 **The Team::** As a market leader in the provision of illiquid portfolio pricing...of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation techniques and… more
- Columbia Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in...train and present to small and large audiences of senior and executive level professionals. + Proven business development,… more
- TIAA (Sherman Oaks, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... in-depth portfolio reviews and guide long-term wealth planning conversations. + Mentor Associate and Portfolio Managers to elevate team capabilities. + Contribute to… more
- Columbia Bank (Irvine, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
- TIAA (Newport Beach, CA)
- This Associate will report to the Head of Impact Investing and will support a lead transaction officer in evaluating and executing on affordable housing (emphasis on ... help position assets for sale. + Develop external relationships with key market participants, including the affordable brokerage community, owners, and lenders. +… more
- M&T Bank (Orange, CA)
- **Overview:** Coordinates workflow among Sales, Operations, Credit, and senior management within LEAF (LEAF Commercial Capital Incorporated). Maintains the accuracy ... executed program agreements for each broker and dealer, including private label; review the documents, enter them into the...Requirements:** M&T Bank is committed to fair, competitive, and market -informed pay for our employees. The pay range for… more
- Regions Bank (Irvine, CA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... information + Stays updated on industry trends, competitor activities, and market conditions to adapt sales strategies accordingly and identify new opportunities… more
- Spanish Peaks Mountain Club (Newport Beach, CA)
- …brand strategy and standards. + Monitor performance metrics, guest feedback, and market trends to drive continuous improvement and innovation. + Initiate, organize, ... minimum of 5 years of management experience of high-end private member operations. + A minimum of 7-10 years'...of 7-10 years' experience as a department head or senior leadership position at an ultra-luxury level operation. +… more