USPB - National Client Relationship Banker JPMorgan Chase & CoUSPB - National Client Relationship BankerLos Angeles, CAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
USPB - National Client Development Banker JPMorgan Chase & CoUSPB - National Client Development BankerLos Angeles, CAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
CA WA Private Mortgage Banking Associate Manager Wells Fargo BankCA WA Private Mortgage Banking Associate ManagerIrvine, CaliforniaThey 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. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
Private Mortgage Banking Associate Manager (SAFE) Wells Fargo BankPrivate Mortgage Banking Associate Manager (SAFE)Beverly Hills, CaliforniaThey 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. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
CA-WA Private Mortgage Banking Associate Manager (SAFE) Wells Fargo BankCA-WA Private Mortgage Banking Associate Manager (SAFE)El Segundo, CaliforniaThey 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. Responsible for coaching, directing and managing the sales activities of a small group of residential Home CA-WA Private Mortgage Bankers (at a minimum of 3 and maximum of 7 sales origination direct reports) under the direction of a Private Mortgage Banking Manager.
U.S. Private Bank - Investment Specialist (OCIO) - Executive Director JPMorgan Chase & CoU.S. Private Bank - Investment Specialist (OCIO) - Executive DirectorLos Angeles, CAThe team brings deep expertise in investment governance, investment policy, portfolio construction, manager selection, alternative investments, liquidity management, and ongoing portfolio oversight, helping clients pursue long-term objectives through a disciplined and customized investment framework. The role requires a senior investment professional who can deliver the full OCIO platform, including customized asset allocation, investment policy guidance, portfolio construction, open architecture manager access, alternatives capabilities, liquidity management, and ongoing portfolio oversight.
Citi Wealth At Work - Law Firm Group - Associate Banker - Avp/Vp - West Coast Citigroup Inc.Citi Wealth At Work - Law Firm Group - Associate Banker - Avp/Vp - West CoastLos Angeles, CA$88,400–$182,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular 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.
USPB - National Client Development Banker JPMorgan Chase Bank, N.A.USPB - National Client Development BankerLos Angeles, CAFull timeSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Business Development Director (Private Equity) BDO USA PCBusiness Development Director (Private Equity)Los Angeles, CA$150,000–$180,000 / yearJob Summary: Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan.
U.S. Private Bank - Executive Director - Senior OCIO, Investment Specialist - Los Angeles, CA JPMorgan Chase Bank, N.A.U.S. Private Bank - Executive Director - Senior OCIO, Investment Specialist - Los Angeles, CALos Angeles, CAFull timeThe team brings deep expertise in investment governance, investment policy, portfolio construction, manager selection, alternative investments, liquidity management, and ongoing portfolio oversight, helping clients pursue long-term objectives through a disciplined and customized investment framework. The role requires a senior investment professional who can deliver the full OCIO platform, including customized asset allocation, investment policy guidance, portfolio construction, open architecture manager access, alternatives capabilities, liquidity management, and ongoing portfolio oversight.
Private Wealth Business Development Officer Canadian Imperial Bank of CommercePrivate Wealth Business Development OfficerNewport Beach, CA$150,000–$190,000 / yearWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Market Development: Lead and organize promotional events, educational seminars and roundtables to develop new alliances and formal networks to grow CIBC's presence in the wealth management space.
Relationship Banker - Los Angeles Gateway Market Bank of AmericaRelationship Banker - Los Angeles Gateway MarketInglewood, CALos Angeles, California;Inglewood, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Culver City, California; Los Angeles, California; Inglewood, California; Culver City, California; Marina Del Rey, California. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”).
Relationship Banker - San Fernando Valley West area Bank of AmericaRelationship Banker - San Fernando Valley West areaEncino, CAMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). Northridge, California;Northridge, California; Tarzana, California; Woodland Hills, California; Woodland Hills, California; Woodland Hills, California; Canoga Park, California; Encino, California; Northridge, California; Woodland Hills, California.
Business Development Director (Private Equity) Bdo ConsultingBusiness Development Director (Private Equity)Costa Mesa, CA$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Director of Private Placements - Debt Capital Markets Zions Bancorporation NADirector of Private Placements - Debt Capital MarketsEl Segundo, CA$200,000–$250,000 / yearThe Director will work closely with relationship managers, corporate banking teams, and institutional investors to deliver customized capital solutions and sustainable value to clients and investors while expanding the firm's private placement platform. With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
Associate Banker East West BankAssociate BankerMonterey Park, California$20–$21.50 / hourFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
NewRelationship Banker East West Bancorp IncRelationship BankerCA$22–$23.50 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.
Director of Private Placements - Debt Capital Markets National Bank of ArizonaDirector of Private Placements - Debt Capital MarketsEl Segundo, CA$200,000–$250,000 / yearThe Director will work closely with relationship managers, corporate banking teams, and institutional investors to deliver customized capital solutions and sustainable value to clients and investors while expanding the firm's private placement platform. With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
NewPrivate Equity Associate Selby Jennings LtdPrivate Equity AssociateLos Angeles, CAThis is an opportunity to join a highly active investment platform and gain meaningful exposure across the full deal lifecycle, including sourcing, diligence, execution, and portfolio value creation initiatives. The firm focuses on investing in software and technology-enabled businesses, partnering closely with management teams to drive operational improvements and accelerate growth.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesPasadena, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.