- Enterprise Bank & Trust (Anaheim, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we ... deepen the client relationship while providing superior client service.Support the Bank 's RM/BDOs in cross-selling deposit, treasury management, private banking,… more
- Oaktree Capital Management (Los Angeles, CA)
- …emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over ... Qualifications Oaktree seeks an experienced ABF investor to lead all phases of the private ABF investment process, supervising more junior analysts and to serve as a… more
- Intrepid Investment Bankers (Los Angeles, CA)
- …deal execution/sell-side M&A advisory experience gained from an investment bank , independent/boutique advisory firm, private equity or accounting ... the highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to… more
- Ares Management Corporation (Los Angeles, CA)
- …teams, levels, and situations.Specific responsibilities include, but are not limited to: Bank Account ManagementSourcing and opening bank accounts, including all ... options on excess cash. This will include setting up and maintaining all bank accounts throughout the firm.Sourcing new banking relationships and vetting them with… more
- ModernHR, Inc. (Los Angeles, CA)
- …(ie, The organization must not be organized or operated for the benefit of private interests, and no part of a section 501(c)3 organization's net earnings may inure ... funds, and short-term financial assets.Manage cash flow and all bank accounts.Oversee insurance risk management practices, including appropriate insurance for… more
- GHJ (Los Angeles, CA)
- …departments, programs, and projects as required by funding terms and conditions.Negotiate bank loans, lines of credit, and other essential financial agreements on ... strategies and performance metrics. Non-profit experience with knowledge of public and private funding streams is a plus. Strong accounting and managerial skills.… more
- ModernHR, Inc. (Los Angeles, CA)
- …Investment Funds.Short-term Financial Assets.Manage cash flow and all bank accounts.Oversee insurance risk management practices, including appropriate insurance ... working relationships with a variety of representatives of public and private organizations, Board members, volunteers, vendors, staff, and the public.Bachelor's… more
- Intrepid Investment Bankers (Los Angeles, CA)
- …the highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over… more
- JPMorgan Chase (El Segundo, CA)
- …to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on building, preserving and ... motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- JPMorgan Chase (Los Angeles, CA)
- …your career to the next level. As a Program Banker Analyst in the US Private Bank , you will work on an integrated team with our bankers, global investment ... motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- JPMorgan Chase (Los Angeles, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... career to the next level. As an Investment Professional in the US Private Bank , you will provide integral daily support to Investors in managing client… more
- JPMorgan Chase (Los Alamitos, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible +...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- Bank of America (Los Angeles, CA)
- GWIM - Private Bank Custom Lending Executive Los Angeles, California;Newport Beach, California **Job Description:** At Bank of America, we are guided by a ... with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio management practices… more
- Wells Fargo (Irvine, CA)
- …in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier … more
- Citigroup (Beverly Hills, CA)
- …management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- Bank of America (Los Angeles, CA)
- Merrill Private Wealth Supervision Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to… more
- Umpqua Bank (Newport Beach, CA)
- Private Client Advisor Wealth Management Newport Beach, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... especially exciting time to join our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based regional bank with… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Bank of America (Newport Beach, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client-focused individual with exceptional interpersonal… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… more
