Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorIrvine, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Private Client Advisor Columbia Banking System, Inc.Private Client AdvisorLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Senior Wealth Advisor | Los Angeles Citigroup IncSenior Wealth Advisor | Los AngelesBeverly Hills, CA$70,000–$200,000 / 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. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Senior Wealth Advisor Citigroup Inc.Senior Wealth AdvisorLos Angeles, CA$70,000–$200,000 / 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. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Investment Banking Vice President - Consumer (Beauty, Personal Care & Wellness) MUFG Americas Holdings CorpInvestment Banking Vice President - Consumer (Beauty, Personal Care & Wellness)Los Angeles, CAAdditionally, 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.
Investment Banking Analyst MUFG Americas Holdings CorpInvestment Banking AnalystLos Angeles, CAAnalysts work on dedicated industry groups such as Healthcare, Media, Industrials etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. 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.
Associate - Financial Sponsor Coverage Group Houlihan Lokey Europe GmbHAssociate - Financial Sponsor Coverage GroupLos Angeles, CA$175,000–$225,000 / yearCollaborate closely with Houlihan Lokey's product groups - specifically Capital Solutions (including debt & equity financings) - and industry sector bankers nationwide to deliver seamless, high-quality advisory services to clients. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
2027 Guggenheim Securities Investment Banking Associate – Los Angeles Industrials Guggenheim Securities2027 Guggenheim Securities Investment Banking Associate – Los Angeles IndustrialsLos Angeles, CaliforniaWe will provide best-in-class Investment Banking training—formal and hands-on—as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Associates will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients.
Associate - Private Equity Debt Structured Finance (Mid-Sr) Advocates Legal RecruitingAssociate - Private Equity Debt Structured Finance (Mid-Sr)Los Angeles, CaliforniaIf you have 5–8+ years in debt or leveraged finance and want a larger PE-driven platform with real responsibility and high-end mentorship, send a confidential note with your resume or deal sheet. • Background representing borrowers and/or lenders in ABL, sponsor-backed, or acquisition financing transactions; exposure to securitizations or warehouse facilities helps.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateLos Angeles, CA$25–$44 / hourOur 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. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Investment Banking Analyst - Healthcare MUFG Americas Holdings CorpInvestment Banking Analyst - HealthcareLos Angeles, CAIntrepids 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.
Investment Banking Analyst - Software & Services MUFG Americas Holdings CorpInvestment Banking Analyst - Software & ServicesLos Angeles, CAIntrepid'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.
Trust Operation Specialist - Client Service Columbia BankTrust Operation Specialist - Client ServiceOrange, CA$24.87–$27.25 / hourProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. + Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
Business Development Director (Asset Management) BDO USA PCBusiness Development Director (Asset Management)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.
NewTrust Operations - Client Services Columbia BankTrust Operations - Client ServicesOrange, CaliforniaProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
Underwriter IV - Business Credit/Technology Finance The PNC Financial Services Group IncUnderwriter IV - Business Credit/Technology FinancePasadena, CA$91,000–$202,800 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In 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.
Director PEPI - Software Product and Tech Diligence (Open to All US locations) Alvarez & Marsal Holdings LLCDirector PEPI - Software Product and Tech Diligence (Open to All US locations)Los Angeles, CA$150,000–$225,000 / yearIn this role, directors conduct software product and technology assessments focused on the following key areas: product features / functionality and product roadmaps; technology and architecture; intellectual property and open source; R&D organization and processes, including the software development lifecycle; R&D OpEx and CapEx expenditures; and hosting infrastructure. Continue to develop our people through coaching; providing input and guidance into the staffing process; actively participating in staff recruitment and retention activities; and providing leadership and support for delivery teams and staff in local offices.
Associate Relationship Manager KeyCorpAssociate Relationship ManagerFor Those Who Work At Home, CA$80,000–$150,000 / yearParticipate in a proactive approach to ongoing management of the portfolio to include collection of financial statements; ensuring loans/lines are renewed timely; changes in client structure or wherewithal are properly communicated to risk partners and internal risk findings are properly remediated and managed. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Principal, Capital Markets Harbinger MotorsPrincipal, Capital MarketsGarden Grove, CA$110,000–$130,000 / yearHarbinger may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Harbinger may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our HR, legal, and finance teams, and the team(s) with the position(s) for which you are applying; (ii) Harbinger affiliates; and (iii) Harbinger's service providers, including providers of background checks, staffing services, and cloud services.
Chief Financial Officer - Job # 3817-8850 BritePros Medical StaffingChief Financial Officer - Job # 3817-8850Los Angeles, California$200,00010+ years of prior work experience in banking, accounting, or similar financial related field including experience operating in a highly regulated environment. Interface with the Bank’s Board of Directors and provide Board updates relating to the financial management of the Bank and its Affiliates, as required.