- 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 ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Citigroup (Diamond Bar, CA)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) + Organize… 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 ... One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders… 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