- Deloitte (Los Angeles, CA)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Citigroup (Los Angeles, CA)
- This Senior Relationship Manager is primarily responsible for originating new banking business development and expanding existing client relationships with ... sub $1B to $5B+ in global revenues. The Senior Relationship Manager is expected to build and...needs. The role involves coordination and collaboration with products, investment banking, underwriting, risk management, and operations at all… more
- City National Bank (Woodland Hills, CA)
- * RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective and professional manner… more
- City National Bank (Los Angeles, CA)
- * RELATIONSHIP MANAGER I CRE* WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling ... resolve issues and prevent potential financial liability/loss. * Works with Regional Manager , Credit Manager and Credit Administration to negotiate, structure… more
- ADP (Culver City, CA)
- …would need to be based in the Soutern California area._** **ADP is hiring a Relationship Manager ** . The Relationship Manger is responsible for developing ... the Client and as a key client advocate, the Relationship Manager is primarily responsible for the...plan administration + Familiarity with mutual funds and basic investment management principles \#LI-AJ1 \#LI-Virtual Base salary offers for… more
- BMO Financial Group (Torrance, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...- required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of client… more
- PNC (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I within PNC's Public Finance organization, you will be based ... Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship… more
- SMBC (Beverly Hills, CA)
- …SA, and Sumitomo Mitsui Finance and Leasing Co., Ltd. **JOB SUMMARY:** The Senior Relationship Manager (RM) position is an integral component of the Insert ... Manager in implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship profitability and… more
- Citigroup (Los Angeles, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Studio City, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.… more
- Abbott (Sylmar, CA)
- …Opportunity** Our location in Sylmar, CA has an opportunity for an **IT BUSINESS RELATIONSHIP MANAGER .** **WHAT YOU WILL DO:** The **IT Business Relationship ... + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings...to improve business outcomes in support of business strategies. ** RELATIONSHIP MANAGEMENT** + Partner and collaborate with key IT… more
- Citigroup (Los Angeles, CA)
- The Mid-Corp Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... solutions that meet clients' individual needs + Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know… more
- Bank of America (Los Angeles, CA)
- Sr. Relationship Manager - Global Commercial Banking (Middle Market) Los Angeles, California **Job Description:** At Bank of America, we are guided by a common ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- Citigroup (Los Angeles, CA)
- The Mid-Corp Food, Beverage and Agribusiness Relationship Manager is a strategic professional who closely follows latest trends and adapts them for application ... avenues for new business opportunities; + Administrate the credit relationship of the client, coordinating and supervising the entire...79, 63, SIE + Sound knowledge of banking and investment products and process as well as a track… more
- BMO Financial Group (Sherman Oaks, CA)
- We are seeking a Director level Senior Relationship Manager (RM) in our Diversified Industries Group. The ideal candidate has 10+ years of experience calling on ... identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and… more
- Citigroup (Los Angeles, CA)
- …new business development, as well as day-to-day management of existing relationship while gaining some primary client coverage responsibility. Candidate will gain ... business where necessary and appropriate + Administrate the credit relationship of the client, coordinating and supervising the entire...ability to obtain) + Sound knowledge of banking and investment products and process as well as a track… more
- BMO Financial Group (Monterey Park, CA)
- …credit quality. + Executes quality customer review meetings for retention and relationship expansion purposes. + Actively participates in the community to identify ... prospects through relationship building efforts and identify centres of influence (eg...- required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of client… more
- BMO Financial Group (Los Angeles, CA)
- …clients, and by cross-selling Bank products and services that include credit, trust/ investment and cash management. + Participates and provides leadership in Bank ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- Wells Fargo (Los Angeles, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... US **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as...appropriate introductions to address the needs of customers with investment or retirement needs + Provide self-service digital banking… more
- BMO Financial Group (Burbank, CA)
- …combination of education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. + Appropriate ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more