- Deloitte (Costa Mesa, 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
- 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 (Irvine, CA)
- * RELATIONSHIP MANAGER III 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 (Irvine, 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 (Anaheim, 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
- Citigroup (Irvine, 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
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager - Global Commercial Banking (Middle Market) Newport Beach, California **Job Description:** This job is responsible for providing advice ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- Umpqua Bank (Irvine, CA)
- Healthcare Relationship Manager Wealth Management Irvine, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... Together for business. Together for better. **About the Role:** A Healthcare Relationship Manager IV develops, advises, manages, and retains Healthcare and… more
- JPMorgan Chase (Newport Beach, CA)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business… more
- BMO Financial Group (Newport Beach, 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
- BMO Financial Group (San Diego County, 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
- BMO Financial Group (Irvine, 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
- Bank of America (Newport Beach, CA)
- …Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager . The Private Wealth Supervision Manager operates with ... Merrill Private Wealth Supervision Manager Los Angeles, California;Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of… more
- Bank of America (Ontario, CA)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Merrill Market Supervision Manager Ontario, California **Job Description:** Merrill Wealth Management...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Proficio, Inc. (Irvine, CA)
- …SEO, content syndication, etc. + Own the digital and content marketing strategy, investment , and relationship with agency partners to oversee and support ... within. Summary: Proficio is looking for a Growth Marketing Manager to drive our field and digital marketing efforts...in key target markets. You will also own the relationship with third-party agencies to drive digital and content… more
- ITW (Buena Park, CA)
- …relations to targeted customers to promote installations and ongoing service relationship . In partnership with the Service Organization, accountable for meeting ... growth, profitability, and expense targets along with return on management investment and corporate asset management objectives **Please Note** : The candidate… more
- Allied Universal (Irvine, CA)
- …and more for most full-time positions! Allied Universal(R) is hiring a Corporate FP&A Manager . The Corporate FP&A Manager is responsible for playing a key role ... and monthly/weekly management reporting and analysis for the consolidated company results. The Manager will report to the Director of Corporate Finance, as well as… more
- Abbott (Sylmar, CA)
- …114,000 colleagues serve people in more than 160 countries. Job Title **Global Product Manager ** **Working at Abbott** At Abbott, you can do work that matters, grow, ... + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings..., currently has an opportunity for a **Global** **Product Manager ** for our **transvenous pacemaker and CRT-P portfolio** in… more
- Amazon (Irvine, CA)
- …will be a blended balance of entrepreneur, media strategist, innovative thinker, project manager , relationship builder, and analyst. In this role you will own ... strategy for launches, own campaign management and optimization, define the investment framework approach, build measurement capabilities and experimentation to new… more