- Citigroup (Piedmont, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Citigroup (Pleasant Hill, CA)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and… more
- Morgan Stanley (Menlo Park, CA)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point...a fast-paced, evolving environment _*Reports To:*_ * Business Service Manager Expected base pay rates for the role will… more
- BMO Financial Group (Walnut Creek, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... Provides advisory-based sales and relationship management to attract, retain and grow a...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- Bank of America (San Jose, CA)
- Relationship Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... integrated BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the… more
- Bank of America (San Jose, CA)
- Business Banking Sr Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Divisional Governance Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... our career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Have responsibility for the day-to-day administrative functioning of the branch offices within the Market, including… more
- Morgan Stanley (Menlo Park, CA)
- …help address various institutional and employee financial challenges and complexities. The Relationship Manager (RM) position is responsible for the equity ... Wealth Management* **Title:** *Morgan Stanley at Work - Relationship Management* **Location:** *California-Menlo Park* **Requisition ID:** *3256529* **Other… more
- Charles Schwab (Pleasanton, CA)
- …the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist ... the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer… more
- Bank of America (San Jose, CA)
- Business Manager San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth m anagement and investment ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... place to work by offering a special brand of relationship banking and by providing a culture where associates...you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Manager , Internal Audit **Requisition Number:** 119118 - 15 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Walnut Creek ... 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 Manager in Internal Audit & Enterprise Risk for our… more
- Deloitte (San Jose, CA)
- …advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of well-known ... the Power of SAP Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury transformation and technology. In this pivotal… more
- Deloitte (San Jose, CA)
- Manager - Payments Fraud Analytics and Data Science What you'll do Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects ... other money service businesses. Recruiting for this role ends 12/31/24. As a Manager , you will have opportunities to: + Apply data science, machine learning, network… more
- Deloitte (San Jose, CA)
- Manager /Specialist Master, Operations & Technology Transformation, Insurance, Guidewire Integration & Configuration What we do Operations and Technology ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- US Bank (Tracy, CA)
- …customers reach their financial goals through collaboration with partners including wealth , business banking, mortgage, or payment services. Acts as leader for ... in a given marketplace - Effective interpersonal communication, leadership, relationship management, time management, sales activities management, and sales ability… more
- CH Robinson (Concord, CA)
- …success of the unit. If you're a goal-oriented professional who excels in relationship -building and embraces a fast-paced environment, we want you on our team! Join ... success of accounts in collaboration with local assigned Account Executive/Account Manager + Ensure alignment with branch strategies in forecasting, business… more
- Atria Wealth Solutions (San Jose, CA)
- Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing ... goals. + Partner closely with the credit union branch manager to create a plan to educate members and...We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and… more
- City National Bank (Walnut Creek, CA)
- …services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain ... existing clients to the Private Banker or Private Banker Manager . *Must-Have** * HS Diploma * Minimum 7 years...experience in client service, banking operations or Private Banking relationship management support required. * Minimum 5 years of… more