Senior Lead Private Wealth Portfolio Manager (LO) Wells Fargo & CoSenior Lead Private Wealth Portfolio Manager (LO)Los Angeles, CA$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive exceptional client outcomes, ensure strong risk management practices, and support business growth initiatives.
Wealth Relationship Manager Safe ACT - Wilshire Westwood Citigroup Inc.Wealth Relationship Manager Safe ACT - Wilshire WestwoodLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager Safe Act Citigroup Inc.Wealth Relationship Manager Safe ActLos Angeles, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager Safe Act - Norwalk AND Whittier Citigroup Inc.Wealth Relationship Manager Safe Act - Norwalk AND WhittierLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act, Mandarin/English Speaking Preferred Citigroup IncWealth Relationship Manager SAFE Act, Mandarin/English Speaking PreferredTemple City, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act - TEMPLE CITY Citigroup IncWealth Relationship Manager SAFE Act - TEMPLE CITYAnaheim Hills, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act Citigroup IncWealth Relationship Manager SAFE ActLos Angeles, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE ACT Burbank Citigroup IncWealth Relationship Manager SAFE ACT BurbankBurbank, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager Citigroup IncWealth Relationship ManagerLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act - NORWALK AND WHITTIER Citigroup IncWealth Relationship Manager SAFE Act - NORWALK AND WHITTIERLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE ACT - La Canada Citigroup IncWealth Relationship Manager SAFE ACT - La CanadaLa Canada Flintridge, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE ACT - Wilshire Westwood Citigroup IncWealth Relationship Manager SAFE ACT - Wilshire WestwoodLos Angeles, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Simi Valley Citigroup IncWealth Relationship Manager - Simi ValleySimi Valley, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Private Wealth Market Client Relationship Manager Bank of AmericaPrivate Wealth Market Client Relationship ManagerLos Angeles, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients.
Asset & Wealth Management - Tax Senior Manager PwCAsset & Wealth Management - Tax Senior ManagerLos Angeles, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management Tax Manager PwCAsset & Wealth Management Tax ManagerLos Angeles, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management - Renewable Energy Tax Senior Manager PwCAsset & Wealth Management - Renewable Energy Tax Senior ManagerLos Angeles, CA$124,000–$335,000 / yearAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior ManagerLos Angeles, CA$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior ManagerLos Angeles, CA$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Asset & Wealth Management - Renewable Energy Tax Manager PwCAsset & Wealth Management - Renewable Energy Tax ManagerIrvine, CA$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; and, Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.