- Principal Financial Group (Los Angeles, CA)
- **What You'll Do** This role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). ... This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for achieving sales targets and maintaining relationships within the channel covering our ETF's, Separately Managed… more
- City National Bank (Los Angeles, CA)
- … Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for ... *MANAGER OF AUDIT SR - WEALTH MANAGEMENT* WHAT IS THE...performed, and effectively communicate audit results to the Audit Director , senior management and applicable Board/Committees in… more