Managing Director, Banking Account Growth and Advisory West Monroe Partners, LLCManaging Director, Banking Account Growth and AdvisoryLos Angeles, CA$280,000–$330,000 / yearUnlike a traditional business development role focused on net-new logos, this position emphasizes growing existing client accounts by uncovering business challenges, developing strategic account plans, and aligning West Monroe''s technology capabilities to deliver measurable value. As a Director or Partner within our Banking Practice, you''ll play a pivotal role in helping clients navigate complex transformation initiatives while driving the continued growth of one of our fastest-growing practices.
Preferred Banking RM City National BankPreferred Banking RMIrvine, CaliforniaRemote$78,970–$126,140 / yearFull timeThe Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking relationships through outbound and inbound sales efforts, including, but not limited to: establishing relationships with centers of influence (COIs), developing internal and external client referrals, pursuing qualified digital marketing leads and other channels. Outside Sales: Individually source and originate new banking and wealth relationships primarily through professional relationships and referrals (example: realtors, attorneys, CPAs, business managers, financial advisors) that fit within the banks overarching financial strategy.
NewInvestment Banking Managing Director Selby Jennings LtdInvestment Banking Managing DirectorLos Angeles, CAAdditionally, ideal candidates are client facing and capable of leveraging business development resourcing, deal execution staff, and have a track record in mentoring Investment Banking Directors to Investment Banking Managing Directors. Ideal candidates are current Investment Banking Managing Directors focused on M&A, and specialized within Technology, Healthcare, Business Services, Industrials, and Consumer, and generating $3mm+ revenue per year.
NewInvestment Banking Managing Director | M&A Selby Jennings LtdInvestment Banking Managing Director | M&ALos Angeles, CAAdditionally, ideal candidates are client facing and capable of leveraging business development resourcing, deal execution staff, and have a track record in mentoring Investment Banking Directors to Investment Banking Managing Directors. Ideal candidates are current Investment Banking Managing Directors focused on M&A, and specialized within Technology, Healthcare, Business Services, Industrials, and Consumer, and generating $3mm+ revenue per year.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerEl Segundo, CaliforniaThe role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospects.
Investment Banking Analyst - Software & Services Mitsubishi UFJ Financial GroupInvestment Banking Analyst - Software & ServicesLos Angeles, CaliforniaIntrepid’s Software & Services team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the technology industry including Compliance Tech, Cybersecurity, Data & Analytics, Energy & Industrials Tech, GovTech, HCIT, HCM, PropTech, SalesTech, Supply Chain & Logistics, Vertical Software + AI, and Tech-enabled Services. 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 three decades of experience.
Investment Banking Associate - Healthcare & Life Sciences Mitsubishi UFJ Financial GroupInvestment Banking Associate - Healthcare & Life SciencesLos Angeles, CaliforniaIntrepid’s Healthcare and Life Sciences team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the healthcare industry including healthcare services, mental/behavioral health, life sciences tools and diagnostics, pharma services, medical products/devices and HCIT. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
Investment Banking Analyst - Healthcare Mitsubishi UFJ Financial GroupInvestment Banking Analyst - HealthcareLos Angeles, CaliforniaIntrepid’s Healthcare and Life Sciences team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the healthcare industry including healthcare services, mental/behavioral health, life sciences tools and diagnostics, pharma services, medical products/devices and HCIT. 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 three decades of experience.
Vice President, Project Manager-Transaction Banking Mitsubishi UFJ Financial GroupVice President, Project Manager-Transaction BankingLos Angeles, CaliforniaAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Manage multiple large, cross-functional projects by developing, maintaining, and administering project plans that define scope, milestones, dependencies, risks, and delivery timelines.
Investment Banking Vice President - Consumer (Beauty, Personal Care & Wellness) Mitsubishi UFJ Financial GroupInvestment Banking Vice President - Consumer (Beauty, Personal Care & Wellness)Los Angeles, CaliforniaAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. 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 three decades of experience.
Sr. Associate/VP, Technology Banking - Credit Solutions Mitsubishi UFJ Financial GroupSr. Associate/VP, Technology Banking - Credit SolutionsLos Angeles, CaliforniaAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Prepare detailed credit analyses and required credit applications in accordance with internal policies and regulatory guidance, including evaluating company-specific, industry, and regulatory risks, historical operating performance, projected operating performance, and capital structure.
NewCorporate & Institutional Banking Development Program Analyst/Associate - Business Credit The PNC Financial Services Group IncCorporate & Institutional Banking Development Program Analyst/Associate - Business CreditPasadena, CA$39,100–$126,500 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Underwriter III- Real Estate Banking The PNC Financial Services Group IncUnderwriter III- Real Estate BankingCalabasas, CA$67,500–$172,500 / yearThe Entity Finance Underwriter is responsible for performing comprehensive credit underwriting and portfolio management across complex entity-level real estate transactions, including private and institutional real estate funds, homebuilders, real estate operating companies (REOCs), and subscription/capital call facilities. Accuracy and Attention to Detail, Coaching Others, Credit Analysis and Verification, Decision Making and Critical Thinking, Knowledge of Underwriting, Managing Multiple Priorities, Market Research, Real Estate Development, Real Estate Practice, Real Estate Property Data Analysis, Real Estate Sales Closings and Agreements, Regulatory Environment - Financial Services.
NewCorporate & Institutional Banking (C&IB) Development Program Analyst/Associate - Agency Finance The PNC Financial Services Group IncCorporate & Institutional Banking (C&IB) Development Program Analyst/Associate - Agency FinanceCalabasas, CA$39,100–$126,500 / yearRequired Education and Experience: Preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Minimum GPA 3.2. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Corporate Banking Relationship Representative Info Resume EdgeCorporate Banking Relationship RepresentativeLos Angeles, CaliforniaThis role is pivotal in building and maintaining relationships with corporate clients, identifying financial solutions to meet their needs, and driving revenue growth through effective sales strategies. Sales Execution: Promote and cross-sell the banks products and services, including credit facilities, treasury management, deposit accounts, and other corporate banking solutions.
Relationship Manager Technology Banking City National BankRelationship Manager Technology BankingLos Angeles, CARemoteRELATIONSHIPS IN PORTFOLIO MAY CONTAIN NUMEROUS ACCOUNTS REQUIRING EXTENSIVE OPERATIONAL EXPERTISE TO MANAGE WORKFLOW TO MATCH CLIENT NEEDS, RISK CONTROL AND MAXIMIZE CROSS SELLING POTENTIAL. This may be accomplished through active calling efforts and referrals from existing customers providing the CNB exemplary level of service identifying and promoting solutions to customer needs and maintaining an active calling program.
Sr. Relationship Manager - Global Commercial Banking - Transformative Healthcare Bank of AmericaSr. Relationship Manager - Global Commercial Banking - Transformative HealthcareNewport Beach, CaliforniaCollaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. The Transformative Healthcare Group focuses on the middle‑market healthcare industry, providing traditional banking, capital raising, and advisory services to public and private healthcare companies with annual revenues generally ranging from $50 million to $2 billion.
Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA) Bank of America CorpSr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA)Newport Beach, CA$140,000–$235,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewFinancial Planner (CFP®) - Private Banking Flagstar Bank NAFinancial Planner (CFP®) - Private BankingBeverly Hills, CA$90,000–$121,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Ascent Director of Banking U.S. BancorpAscent Director of BankingLos Angeles, CA$159,970–$188,200 / yearWorks closely with the Ultra High Net Worth banking team to deliver credit management, deposit management, foreign exchange, and balance sheet management for all client relationships within the market. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.