- Citigroup (Chino Hills, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- BMO Financial Group (Pasadena, CA)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Wells Fargo (Irvine, CA)
- …client service and risk mitigation. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs ... begins with outstanding talent. It all begins with you. Wealth & Investment Management, or WIM, is one of...**In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,… more
- Bank of America (Pasadena, CA)
- Merrill Market Client Relationship Manager Pasadena, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- The Walt Disney Company (Anaheim, CA)
- …and cross-sells Partners' products and services during each interaction. As a Senior Member Experience Professional, you will take on a leadership role within ... Penetration Percentage . MBI Units / Penetration Percentage . Wealth Management Referrals . Partners Home Mortgage Referrals ....Management Referrals . Partners Home Mortgage Referrals . Auto Advisor / Autoland Referrals . Mystery Shops Shift work… more
- RGP (Irvine, CA)
- …approving the Investment Policy Statement and building a relationship with the donor advisor . + Consult with legal counsel as appropriate on matters related to the ... (active or inactive) required + Minimum of ten years with senior -level management experience within finance and/or accounting departments; non-profit experience… more