Team Lead Private Banker City National BankTeam Lead Private BankerIrvine, CARemote$141,830–$263,408 / yearPartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - AssociateLos Angeles, CAFull timeOur 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.
U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive DirectorPasadena, CAFull timeOur 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.
Managing Director, Private Banker, Beverly Hills Citigroup IncManaging Director, Private Banker, Beverly HillsBeverly Hills, CAExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise.
Managing Director, Private Banker, Los Angeles Citigroup IncManaging Director, Private Banker, Los AngelesLos Angeles, CAExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise.
Managing Director, Private Banker, Orange County Citigroup IncManaging Director, Private Banker, Orange CountyCosta Mesa, CAExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise.
Private Banker City National BankPrivate BankerBeverly Hills, CaliforniaRemote$127,626–$237,014 / yearFull timePartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup IncPrivate Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - DirectorCA$200,000–$300,000 / yearQualifications: 10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment FINRA Licensed Series 7, 63/ 66 Profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables. • Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs • Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships • Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.
Citi Private Bank - UHNW Banker Citigroup IncCiti Private Bank - UHNW BankerBeverly Hills, CA$200,000–$300,000 / 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. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Private Mortgage Banker (SAFE) Wells Fargo & CoPrivate Mortgage Banker (SAFE)El Segundo, CAThey 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
CA-WA Private Mortgage Banker (SAFE) Wells Fargo BankCA-WA Private Mortgage Banker (SAFE)Irvine, 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Private Client Banker - Marina Del Rey - Marina Del Rey, CA JPMorgan Chase & CoPrivate Client Banker - Marina Del Rey - Marina Del Rey, CAMarina Del Rey, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Sepulveda and La Tijera - Los Angeles, CA JPMorgan Chase & CoPrivate Client Banker - Sepulveda and La Tijera - Los Angeles, CALos Angeles, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Yorba Linda Valley View - Yorba Linda, CA JPMorgan Chase & CoPrivate Client Banker - Yorba Linda Valley View - Yorba Linda, CAYorba Linda, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Leimert Park - Los Angeles, CA JPMorgan Chase & CoPrivate Client Banker - Leimert Park - Los Angeles, CALos Angeles, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Manhattan Beach Blvd - Manhattan Beach, CA JPMorgan Chase & CoPrivate Client Banker - Manhattan Beach Blvd - Manhattan Beach, CAManhattan Beach, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Rancho Park - Los Angeles, CA JPMorgan Chase Bank, N.A.Private Client Banker - Rancho Park - Los Angeles, CALos Angeles, CAFull timeAs a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Private Client Banker - Pasadena Main - Pasadena, CA JPMorgan Chase Bank, N.A.Private Client Banker - Pasadena Main - Pasadena, CAPasadena, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
NewPrivate Client Associate East West Bancorp IncPrivate Client AssociatePasadena, CA$20–$30 / 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. Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign currency exchange.
NewPrivate Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA) Silver Air Private JetsPrivate Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA)Beverly Hills, CARemote$300,000–$1,200,000 / yearThe centers of influence you'll cultivate: wealth advisors and multi-family offices, tax attorneys and estate counsel, private bankers, executive assistants and chiefs of staff, security and executive protection professionals, luxury real estate principals, private club memberships, and the philanthropic and board circles where these people actually spend their time. Articulate the full value proposition: invitation-only access, tail-specific aircraft selection, Mechanical Recovery Guarantee, curated one-ways, and a luxury lifestyle partner network most clients don't know exists.
U.S. Private Bank - Investment Specialist - Vice President JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - Vice PresidentLos 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.
Job Posting Title Lead Wealth Management Banker - Professional Services (LSG) Wells Fargo & CoJob Posting Title Lead Wealth Management Banker - Professional Services (LSG)Los Angeles, CA$143,000–$224,000 / 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. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services.
Senior Lead Wealth Custom Credit Banker Wells Fargo BankSenior Lead Wealth Custom Credit BankerLos Angeles, CaliforniaThe role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. Wells Fargo’s Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs.
Historic Tax Credit Banker - Community Development Banking - Associate Banker JPMorgan Chase Bank, N.A.Historic Tax Credit Banker - Community Development Banking - Associate BankerLos Angeles, CAFull timeLos Angeles,CA $110,000.00 - $140,000.00 / year; Chicago,IL $110,000.00 - $140,000.00 / year; New York,NY $110,000.00 - $140,000.00 / year; Washington,DC $110,000.00 - $140,000.00 / year . 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.
U.S. Private Bank - Lending Specialist - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Lending Specialist - Executive DirectorLos Angeles, CAFull timeExpert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending. 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.
Private Bank Event Planner - Senior Associate JPMorgan Chase Bank, N.A.Private Bank Event Planner - Senior AssociateLos Angeles, CAFull timeAs such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entriesJPMorganChase, 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. The job demands interaction with colleagues on the global events team and the larger marketing group, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscores our business strategies.
U.S. Private Bank - Program Analyst (OCIO) JPMorgan Chase Bank, N.A.U.S. Private Bank - Program Analyst (OCIO)Los Angeles, CAFull timeAs a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
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.
Senior Premier Banker Westside Wells Fargo & CoSenior Premier Banker WestsideSANTA MONICA, CA$37–$65.50 / hourThe following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.
Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)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. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Tax Experienced Staff Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Experienced Staff Associate - Private Client ServicesPasadena, CA$78,000–$90,000 / yearOur 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. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesPasadena, CA$120,000–$200,000 / yearOur 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.
Tax Director - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client ServicesLos Angeles, CA$120,000–$250,000 / yearOur 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. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Senior Fund Accountant - Real Estate Private Equity TAG EisnerAmper, LLC (Inactive)Senior Fund Accountant - Real Estate Private EquityCAOur 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. As the largest real estate private fund administrator by funds administered, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations.
Associate Banker East West Bancorp IncAssociate BankerArcadia, CA$20–$21.50 / 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. 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.
Relationship Banker East West Bancorp IncRelationship BankerIrvine, CA$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.
Senior Relationship Banker East West Bancorp IncSenior Relationship BankerLos Angeles, CA$24–$27 / 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. Relationship Banker, you will play a key role in managing, retaining, and acquiring long-lasting win-win relationships with our customers actively assessing clients financial information to recommend, present, and sell additional products and services to meet their needs leveraging the bank's latest technology products to meet our customers' expanding needs.
Insurance Premium Finance Banker U.S. BancorpInsurance Premium Finance BankerCA$126,820–$149,200 / yearIn 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. The Insurance Premium Finance Banker is accountable for all aspects of Insurance Premium Finance (IPF) lending across Ascent, Private Wealth Management, and Wealth Management Community.
Transaction Advisory Services (TAS) - Private Equity Principal Green Hasson & Janks LLPTransaction Advisory Services (TAS) - Private Equity PrincipalLos Angeles, CA$239,000–$350,000 / yearLeveraging GHJ's established Quality of Earnings platform, strong middle-market reputation, and multidisciplinary service offerings, the successful candidate will expand sponsor relationships, originate buy-side diligence engagements, and strengthen GHJ's presence within the Private Equity community. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN).
Credit Associate - Private Banking Commercial Real Estate City National BankCredit Associate - Private Banking Commercial Real EstateCARemote$34.55–$55.19 / hourIn partnership with Portfolio Managers and Credit Lead this role will support the Private Banking Commercial Real Estate portfolio while it is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types multifamily retail industrial office self-storage and unsecured. Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills actively seeking opportunities for professional growth and development eventually leading to ownership of a portfolio of credits.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
NewPrivate Banking Relationship Manager - El Segundo California Bank & TrustPrivate Banking Relationship Manager - El SegundoEl Segundo, CA$157,000–$211,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Senior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CA California Bank & TrustSenior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CAIrvine, CA$135,000–$192,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Credit Lead - Private Banking Commercial Real Estate City National BankCredit Lead - Private Banking Commercial Real EstateLos Angeles, CARemote$141,830–$263,408 / yearAdditional Qualifications Advanced experience in credit management and lending operations with a strong understanding of risk management principles Proven leadership and coaching skills with the ability to train and develop talent Excellent communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams Strong analytical skills with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise. Required Qualifications Bachelors Degree or equivalent in Finance Business or related field Minimum 8 years of progressively increasing credit underwriting and portfolio management experience in relevant industryindustries Minimum 3 years of leadership and coaching experience in underwriting or credit management even if informal.
Private Banking Mortgage Manager Senior Flagstar Bank NAPrivate Banking Mortgage Manager SeniorBeverly Hills, CA$149,553–$270,933 / yearThe Private Banking Mortgage Manager Senior role is responsible for the following: Oversees and monitors the credit process for Private Client Group (PCG) mortgage loans. Collaborates and directs team members during all phases of loan production including the fulfillment process to ensure clarity of request, proper documentation is requested/received, and customer experience expectations are met.
Private Client Services Manager Banc of CaliforniaPrivate Client Services ManagerSanta Ana, CaliforniaPerforms daily operational and account servicing activities, including account maintenance, transaction review, reconciliation, exception processing, fraud monitoring, research requests, stop payments, debit card maintenance, mobile deposit administration, Remote Deposit Capture (RDC) support, and other routine and complex servicing functions. The position performs a broad range of operational and client service functions, including onboarding new deposit accounts and serving as a subject matter expert in treasury management products and services for consumer and business clients with varying levels of complexity.
Client Manager City National BankClient ManagerIrvine, CARemote$127,626–$237,014 / yearPartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned.
Senior Wealth Management Banking Coordinator (SAFE) Wells Fargo & CoSenior Wealth Management Banking Coordinator (SAFE)Los Angeles, CA$34.62–$52.40 / hourThey 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. In this role, you will: Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities.
Senior Director, M&A and Activism Communications FTI Consulting IncSenior Director, M&A and Activism CommunicationsCAServe as a lead project manager on high intensity, fast moving situations with an ability to coordinate across functional areas (PR, IR, digital, public affairs, global regions, etc.) keeping account leads, clients and the broader team aware of deliverables, strategy and timelines. The Senior Director will be expected to develop and execute client engagements related to friendly and hostile M&A, IPOs, spin-offs, strategic partnerships, joint ventures, activism defense preparation, proxy contests, short attacks, ESG activism and shareholder proposals, among other special situations.
NewSenior Director, Innovation Banking Western Alliance BancorpSenior Director, Innovation BankingBeverly Hills, CA$223,000–$289,185 / yearFosters strong, healthy working relationships with executive and senior leaders in partner departments (including Credit Administration, Risk Management/Compliance, Loan Administration, and other internal support departments, and third-party services), and facilitates team's contribution to and compliance with technical processes and requirements, risk mitigation, efficiency, and customer service. While Senior Directors spend a significant portion of their time working their own network and top-tier customers in the portfolio, much of your time will be devoted to supporting your team in credit structuring discussions, portfolio health management, and market dynamics responsiveness.