Sr. Relationship Manager (CRE) JobotSr. Relationship Manager (CRE)Costa Mesa, CA$130,000–$210,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy.
Senior Manager, Capital Markets JobotSenior Manager, Capital MarketsEl Segundo, CA$160,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will have a strong background in capital market operations, including equity and debt financing, public filings, and strategic financing planning.
NewSenior Financial Analyst x 150K - 170K x LA / flex Vaco LLCSenior Financial Analyst x 150K - 170K x LA / flexLos Angeles, CARemote$150,000–$180,000p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Please send your resume over for this Senior Financial Analyst role as we would love to connect with you!Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.Senior Applications Developer (OVC) Pinnacle Technical ResourcesSenior Applications Developer (OVC)Irvine, California$120,000–$135,000 / yearThis is a unique and fulfilling opportunity to work in a specialized hybrid domain that includes custom-built Oracle solutions spanning commodity trading, supply chain logistics, procurement, order management, financial management, and contract lifecycle management. This role also involves close collaboration with cross-functional development and functional analyst teams to facilitate designs, resolve interdependencies, and deliver robust Oracle solutions that continuously provide measurable business value.Senior Banking Advisor - PNC Private Bank The PNC Financial Services Group IncSenior Banking Advisor - PNC Private BankLos Angeles, CAp>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. PNC 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.Sr. Banking Advisor Northern Trust CorpSr. Banking AdvisorLos Angeles, CA$158,010–$268,640 / yearOversees and negotiates the preparation of documentation necessary for the financing agreement Advises and consults with clients as it relates to Goals Driven Wealth Management Generates leads through well established relationships with COIs and cultivates a network of additional COIs As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level Carries out activities that are large in scope, cross-functional and technically difficult Role is balanced between high level operational execution and development and execution of strategic direction of business function activities Responsible for direct interaction with different committees and/or management. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc.Senior Software Engineer Fiat Payments & Banking Infrastructure Zero Hash LLCSenior Software Engineer Fiat Payments & Banking InfrastructureCAFounded in 2017, zerohash enables banks, brokerages, fintechs, and payment companies to offer crypto trading, stablecoin payments, and tokenized assets without having to build or manage complex blockchain infrastructure on their own. zerohash has been featured in top-tier media outlets such as Bloomberg, CNBC, The Wall Street Journal, Financial Times, Reuters, Forbes, and CoinDesk, and its leadership team regularly contributes to global conversations on the future of payments, investing, and financial infrastructure.Senior Vice President, Innovation Banking Western Alliance BancorpSenior Vice President, Innovation BankingBeverly Hills, CA$175,000–$225,300 / yearli>Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.Senior Vice President- Commercial Banking Western Alliance BancorpSenior Vice President- Commercial BankingCA$169,410–$209,270 / yearli>Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.Agentic Commerce Senior Manager | Banking Accenture PlcAgentic Commerce Senior Manager | BankingCulver City, CAp>As financial services customer journeys evolve beyond traditional websites and apps toward AI-mediated discovery, conversational interfaces, and intelligent agents, banks must modernize their platforms, product data, content ecosystems, and integration architectures. This Senior Manager will play a critical role in helping clients operationalize these changes by leading key workstreams across platform architecture, digital discoverability, content ecosystems, and AI-ready data infrastructure.Investment Banking Media & Communications Senior Associate / Vice President - Los Angeles Morgan StanleyInvestment Banking Media & Communications Senior Associate / Vice President - Los AngelesLos Angeles, CA$250,000–$275,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Investment Banking Media & Communications Senior Associate / Vice President – Los Angeles Morgan StanleyInvestment Banking Media & Communications Senior Associate / Vice President – Los AngelesLos Angeles, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our Los Angeles office is looking for an experienced Senior Associate or Vice President the Media & Communications team, working across a broad range of high-profile transactions including M&A, strategic advisory, and capital markets.Senior Vice President, Commercial Real Estate Banking Western Alliance BancorpSenior Vice President, Commercial Real Estate BankingLos Angeles, CA$169,410–$209,270 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.Senior Credit Products Specialist - Private Banking Flagstar Bank NASenior Credit Products Specialist - Private BankingBeverly Hills, CA$163,493–$193,738 / yearli>As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.Retail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerCulver City, CAWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for large-scale transformation programs that leverage AI, data, and automation.NewInvestment Banking Senior Analyst | Industrials Houlihan LokeyInvestment Banking Senior Analyst | IndustrialsLos Angeles, CaliforniaWith 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. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.Sr. Account Manager- Entertainment & Sports Banking City National BankSr. Account Manager- Entertainment & Sports BankingBeverly Hills, CaliforniaRemote$78,970–$126,140 / yeardiv style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date. WHAT WILL YOU DO?Primary contact with customers/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support.Senior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Long Beach, CARemote$71,869–$114,797 / yearReviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clientsprospects.Senior Client Service Associate (Specialty Banking - Structured Finance) City National BankSenior Client Service Associate (Specialty Banking - Structured Finance)Los Angeles, CARemote$71,869–$114,797 / yearWorks directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD's, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.Senior Relationship Manager - Insurance Banking Flagstar Bank NASenior Relationship Manager - Insurance BankingCA$140,781.75–$239,461 / yearli>Credit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring clients compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Job Responsibilities: New Business Origination: Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).Banking & Capital Markets Tax Senior Associate PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior AssociateCA$77,000–$214,000 / yearDemonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations.Business Banking Consultant Senior JPMorgan Chase & CoBusiness Banking Consultant SeniorVan Nuys, CAMaintain current business network and active involvement in community organizations such as Chambers of Commerce and non-profit boards; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects. Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions.Relationship Manager Business Banking Sr City National BankRelationship Manager Business Banking SrBeverly Hills, CARemote$92,114–$156,880 / yearThis may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions and by providing the CNB exemplary level of service identifying and promoting solutions to customer needs and maintaining an active calling program. Identifies business opportunities and solicits referrals of other Bank products or services andor externally from existing customers a network of internal and external referral sources and other professionals in the industry.Senior Director, Customer Experience Strategy - Business Banking & MPS U.S. BancorpSenior Director, Customer Experience Strategy - Business Banking & MPSCA$149,515–$175,900 / yearp>Customer Experience Lead for Business Banking (BB) and Merchant & Payment Solutions (MPS) is a senior leader responsible for shaping, driving, and operationalizing end-to-end customer experience strategies across two critical business lines. With accountability across BB and MPS, this role requires a leader who can balance strategic vision with execution, influence across a complex matrix, and drive alignment on high-impact initiatives that enhance customer outcomes and business performance.Banking & Capital Markets Tax Senior Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior ManagerCA$124,000–$335,000 / yearDemonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - 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. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.Strategy& Consumer Banking & Payments Consulting Senior Associate PricewaterhouseCoopers LLPStrategy& Consumer Banking & Payments Consulting Senior AssociateCA$77,000–$202,000 / yearp>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. In this role, you will analyze client needs and provide consulting services across different strategic areas, offering guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth.Investment Banking Senior Analyst | Business Services Houlihan LokeyInvestment Banking Senior Analyst | Business ServicesLos Angeles, California$110,000–$130,000 / yearThe Business Services team has particularly strong sector practices in the areas of Environmental Services, Training & Education, Transportation & Logistics, Marketing Services, IT Services, BPO Services, Information Services, Engineering & Construction, Testing, Inspection & Certification, and Rental Service. 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.NewInvestment Banking Senior Analyst | Consumer Houlihan LokeyInvestment Banking Senior Analyst | ConsumerLos Angeles, California$110,000–$130,000 / yearHoulihan Lokey's Consumer team has helped maximize shareholder value for its clients historically and completed over 135 deals globally throughout 2021 and 2022, solidifying the group’s reputation as a trusted advisor to companies in the Consumer industry. 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.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. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position.Senior Business Banking Relationship Manager (LO) Wells Fargo & CoSenior Business Banking Relationship Manager (LO)Anaheim, CA$104,000–$168,000 / 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. 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.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 CALos Angeles, CA$135,000–$192,000 / yearp>As 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.Investment Banking Senior Analyst - Technology William BlairInvestment Banking Senior Analyst - TechnologyLos Angeles, GeorgiaExecute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.Commercial Banking Portfolio Management Senior Manager Wells Fargo & CoCommercial Banking Portfolio Management Senior ManagerCA$159,000–$305,000 / 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. 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.Investment Banking Senior Analyst | Industrials Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | IndustrialsLos Angeles, CAWith 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. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.Investment Banking Senior Analyst | Business Services Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | Business ServicesLos Angeles, CA$110,000–$130,000 / yearThe Business Services team has particularly strong sector practices in the areas of Environmental Services, Training & Education, Transportation & Logistics, Marketing Services, IT Services, BPO Services, Information Services, Engineering & Construction, Testing, Inspection & Certification, and Rental Service. 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.Trade & Working Capital Sales, Commercial Banking - Senior Vice President Citigroup IncTrade & Working Capital Sales, Commercial Banking - Senior Vice PresidentCA$163,600–$245,400 / yearp>The successful candidate will bring deep core trade expertise-particularly in Documentary Trade (Letters of Credit and SBLCs)-and a proven ability to structure and deliver solutions in sophisticated client environments. This individual will lead the execution of the team's sales strategy across priority client segments and industries, with a strong focus on originating and delivering complex Trade and Working Capital solutions.Investment Banking Senior Analyst | Consumer Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | ConsumerLos Angeles, CA$110,000–$130,000 / yearHoulihan Lokey's Consumer team has helped maximize shareholder value for its clients historically and completed over 135 deals globally throughout 2021 and 2022, solidifying the group's reputation as a trusted advisor to companies in the Consumer industry. 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.NewSmall Business Banking Consultant Sr Flagstar Bank NASmall Business Banking Consultant SrCA$78,401.25–$124,432 / yearActs as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance, and investments. Demonstrated ability to conduct business at the highest level of complexity via telephone, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews, and effectively communicating solutions that meet client needs.Banking Operations Senior Business Analyst East West Bancorp IncBanking Operations Senior Business AnalystEl Monte, CAOur 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. The Senior Business Analyst role is responsible for supporting the Banking Operations teams in data analytics tasks, Operational Excellence initiatives, system enhancements/implementation, and design & implementation of medium- to large-scale projects.Talent Strategy Manager/Senior Manager - Banking/Capital Markets Accenture PlcTalent Strategy Manager/Senior Manager - Banking/Capital MarketsCulver City, CALead cross-functional teams and alliance partners through experience-led approaches to understand clients' business goals, future workforce aspirations, and digital disruptors to co-create Workforce Reinvention Roadmaps. As a Senior Manager, you have demonstrated experience at owning C-suite relationships and leading our best teams to solve complex workforce reinvention challenges-and you lead change, vision, ideation, and the operationalization of reinvention - not just identify it.Associate, Investment Banking Palm TreeAssociate, Investment BankingLos Angeles, CAFull timeFounded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising.Vice President, Innnovation Banking Western Alliance BancorpVice President, Innnovation BankingBeverly Hills, CA$159,000–$202,354 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Managers portfolio.Vice President, Relationship Manager - Entertainment Banking Western Alliance BancorpVice President, Relationship Manager - Entertainment BankingBeverly Hills, CA$140,000–$175,000 / yearp>The role requires a strong understanding of entertainment specific business models and credit structures, with the ability to serve as a trusted advisor to clients across the entertainment and media ecosystem, including film, television, music, and related sectors. What you'll do: As a Relationship Manager, you''ll be in a key business development and relationship management role that executes the division''s strategic plan and guide the team in its efforts to meet the Bank''s annual growth and customer retention targets.Engineering Manager Fiat Payments & Banking Infrastructure Zero Hash LLCEngineering Manager Fiat Payments & Banking InfrastructureCARemoteThis includes direct API integrations with top-tier banking partners, robust fiat rails integration (such as ACH, RTP, FedNow, RFP in the US, and SEPA in Europe), and advanced treasury management software designed to automatically manage and reconcile balances across banking networks. zerohash has been featured in top-tier media outlets such as Bloomberg, CNBC, The Wall Street Journal, Financial Times, Reuters, Forbes, and CoinDesk, and its leadership team regularly contributes to global conversations on the future of payments, investing, and financial infrastructure.Investment Banking Analyst Career Launch AIInvestment Banking AnalystLos Angeles, CA$100,000–$150,000p>This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support.Investment Banking Summer Analyst Career Launch AIInvestment Banking Summer AnalystLos Angeles, CA$100,000–$150,000p>This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support.NewSr Banker (Advisor Services, UHNW) The Charles Schwab CorpSr Banker (Advisor Services, UHNW)CAli>Maintain full awareness of status for all Advisor Services Ultra High Net Worth banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Advisor Services Ultra High Net Worth clients.NewSr. Banker (Schwab Wealth Advisory) The Charles Schwab CorpSr. Banker (Schwab Wealth Advisory)CAli>Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.Vice President, Investment Banking // Consumer Mergers & Acquisitions (M&A) Portage Point Partners LLCVice President, Investment Banking // Consumer Mergers & Acquisitions (M&A)Los Angeles, CA$400,000–$600,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). As a Vice President, IB // Consumer M&A you will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services.Associate Banking Advisor Northern Trust CorpAssociate Banking AdvisorLos Angeles, CA$114,540–$194,580 / year3. Coordinates with the Account Managers and CSST on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners 4. Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up 5. Assists the Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts; communicates regularly with clients, attends client meetings and presentations and assists Relationship Managers with business development plans and client presentations 2.12345678910Resume ResourcesFree Resume TemplatesFree Resume Builder
Senior Applications Developer (OVC) Pinnacle Technical ResourcesSenior Applications Developer (OVC)Irvine, California$120,000–$135,000 / yearThis is a unique and fulfilling opportunity to work in a specialized hybrid domain that includes custom-built Oracle solutions spanning commodity trading, supply chain logistics, procurement, order management, financial management, and contract lifecycle management. This role also involves close collaboration with cross-functional development and functional analyst teams to facilitate designs, resolve interdependencies, and deliver robust Oracle solutions that continuously provide measurable business value.
Senior Banking Advisor - PNC Private Bank The PNC Financial Services Group IncSenior Banking Advisor - PNC Private BankLos Angeles, CAp>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. PNC 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.
Sr. Banking Advisor Northern Trust CorpSr. Banking AdvisorLos Angeles, CA$158,010–$268,640 / yearOversees and negotiates the preparation of documentation necessary for the financing agreement Advises and consults with clients as it relates to Goals Driven Wealth Management Generates leads through well established relationships with COIs and cultivates a network of additional COIs As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level Carries out activities that are large in scope, cross-functional and technically difficult Role is balanced between high level operational execution and development and execution of strategic direction of business function activities Responsible for direct interaction with different committees and/or management. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc.
Senior Software Engineer Fiat Payments & Banking Infrastructure Zero Hash LLCSenior Software Engineer Fiat Payments & Banking InfrastructureCAFounded in 2017, zerohash enables banks, brokerages, fintechs, and payment companies to offer crypto trading, stablecoin payments, and tokenized assets without having to build or manage complex blockchain infrastructure on their own. zerohash has been featured in top-tier media outlets such as Bloomberg, CNBC, The Wall Street Journal, Financial Times, Reuters, Forbes, and CoinDesk, and its leadership team regularly contributes to global conversations on the future of payments, investing, and financial infrastructure.
Senior Vice President, Innovation Banking Western Alliance BancorpSenior Vice President, Innovation BankingBeverly Hills, CA$175,000–$225,300 / yearli>Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Senior Vice President- Commercial Banking Western Alliance BancorpSenior Vice President- Commercial BankingCA$169,410–$209,270 / yearli>Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Agentic Commerce Senior Manager | Banking Accenture PlcAgentic Commerce Senior Manager | BankingCulver City, CAp>As financial services customer journeys evolve beyond traditional websites and apps toward AI-mediated discovery, conversational interfaces, and intelligent agents, banks must modernize their platforms, product data, content ecosystems, and integration architectures. This Senior Manager will play a critical role in helping clients operationalize these changes by leading key workstreams across platform architecture, digital discoverability, content ecosystems, and AI-ready data infrastructure.
Investment Banking Media & Communications Senior Associate / Vice President - Los Angeles Morgan StanleyInvestment Banking Media & Communications Senior Associate / Vice President - Los AngelesLos Angeles, CA$250,000–$275,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Investment Banking Media & Communications Senior Associate / Vice President – Los Angeles Morgan StanleyInvestment Banking Media & Communications Senior Associate / Vice President – Los AngelesLos Angeles, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our Los Angeles office is looking for an experienced Senior Associate or Vice President the Media & Communications team, working across a broad range of high-profile transactions including M&A, strategic advisory, and capital markets.
Senior Vice President, Commercial Real Estate Banking Western Alliance BancorpSenior Vice President, Commercial Real Estate BankingLos Angeles, CA$169,410–$209,270 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Senior Credit Products Specialist - Private Banking Flagstar Bank NASenior Credit Products Specialist - Private BankingBeverly Hills, CA$163,493–$193,738 / yearli>As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
Retail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerCulver City, CAWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for large-scale transformation programs that leverage AI, data, and automation.
NewInvestment Banking Senior Analyst | Industrials Houlihan LokeyInvestment Banking Senior Analyst | IndustrialsLos Angeles, CaliforniaWith 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. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
Sr. Account Manager- Entertainment & Sports Banking City National BankSr. Account Manager- Entertainment & Sports BankingBeverly Hills, CaliforniaRemote$78,970–$126,140 / yeardiv style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date. WHAT WILL YOU DO?Primary contact with customers/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support.Senior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Long Beach, CARemote$71,869–$114,797 / yearReviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clientsprospects.Senior Client Service Associate (Specialty Banking - Structured Finance) City National BankSenior Client Service Associate (Specialty Banking - Structured Finance)Los Angeles, CARemote$71,869–$114,797 / yearWorks directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD's, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.Senior Relationship Manager - Insurance Banking Flagstar Bank NASenior Relationship Manager - Insurance BankingCA$140,781.75–$239,461 / yearli>Credit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring clients compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Job Responsibilities: New Business Origination: Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).Banking & Capital Markets Tax Senior Associate PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior AssociateCA$77,000–$214,000 / yearDemonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations.Business Banking Consultant Senior JPMorgan Chase & CoBusiness Banking Consultant SeniorVan Nuys, CAMaintain current business network and active involvement in community organizations such as Chambers of Commerce and non-profit boards; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects. Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions.Relationship Manager Business Banking Sr City National BankRelationship Manager Business Banking SrBeverly Hills, CARemote$92,114–$156,880 / yearThis may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions and by providing the CNB exemplary level of service identifying and promoting solutions to customer needs and maintaining an active calling program. Identifies business opportunities and solicits referrals of other Bank products or services andor externally from existing customers a network of internal and external referral sources and other professionals in the industry.Senior Director, Customer Experience Strategy - Business Banking & MPS U.S. BancorpSenior Director, Customer Experience Strategy - Business Banking & MPSCA$149,515–$175,900 / yearp>Customer Experience Lead for Business Banking (BB) and Merchant & Payment Solutions (MPS) is a senior leader responsible for shaping, driving, and operationalizing end-to-end customer experience strategies across two critical business lines. With accountability across BB and MPS, this role requires a leader who can balance strategic vision with execution, influence across a complex matrix, and drive alignment on high-impact initiatives that enhance customer outcomes and business performance.Banking & Capital Markets Tax Senior Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior ManagerCA$124,000–$335,000 / yearDemonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - 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. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.Strategy& Consumer Banking & Payments Consulting Senior Associate PricewaterhouseCoopers LLPStrategy& Consumer Banking & Payments Consulting Senior AssociateCA$77,000–$202,000 / yearp>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. In this role, you will analyze client needs and provide consulting services across different strategic areas, offering guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth.Investment Banking Senior Analyst | Business Services Houlihan LokeyInvestment Banking Senior Analyst | Business ServicesLos Angeles, California$110,000–$130,000 / yearThe Business Services team has particularly strong sector practices in the areas of Environmental Services, Training & Education, Transportation & Logistics, Marketing Services, IT Services, BPO Services, Information Services, Engineering & Construction, Testing, Inspection & Certification, and Rental Service. 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.NewInvestment Banking Senior Analyst | Consumer Houlihan LokeyInvestment Banking Senior Analyst | ConsumerLos Angeles, California$110,000–$130,000 / yearHoulihan Lokey's Consumer team has helped maximize shareholder value for its clients historically and completed over 135 deals globally throughout 2021 and 2022, solidifying the group’s reputation as a trusted advisor to companies in the Consumer industry. 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.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. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position.Senior Business Banking Relationship Manager (LO) Wells Fargo & CoSenior Business Banking Relationship Manager (LO)Anaheim, CA$104,000–$168,000 / 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. 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.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 CALos Angeles, CA$135,000–$192,000 / yearp>As 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.Investment Banking Senior Analyst - Technology William BlairInvestment Banking Senior Analyst - TechnologyLos Angeles, GeorgiaExecute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.Commercial Banking Portfolio Management Senior Manager Wells Fargo & CoCommercial Banking Portfolio Management Senior ManagerCA$159,000–$305,000 / 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. 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.Investment Banking Senior Analyst | Industrials Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | IndustrialsLos Angeles, CAWith 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. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.Investment Banking Senior Analyst | Business Services Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | Business ServicesLos Angeles, CA$110,000–$130,000 / yearThe Business Services team has particularly strong sector practices in the areas of Environmental Services, Training & Education, Transportation & Logistics, Marketing Services, IT Services, BPO Services, Information Services, Engineering & Construction, Testing, Inspection & Certification, and Rental Service. 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.Trade & Working Capital Sales, Commercial Banking - Senior Vice President Citigroup IncTrade & Working Capital Sales, Commercial Banking - Senior Vice PresidentCA$163,600–$245,400 / yearp>The successful candidate will bring deep core trade expertise-particularly in Documentary Trade (Letters of Credit and SBLCs)-and a proven ability to structure and deliver solutions in sophisticated client environments. This individual will lead the execution of the team's sales strategy across priority client segments and industries, with a strong focus on originating and delivering complex Trade and Working Capital solutions.Investment Banking Senior Analyst | Consumer Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | ConsumerLos Angeles, CA$110,000–$130,000 / yearHoulihan Lokey's Consumer team has helped maximize shareholder value for its clients historically and completed over 135 deals globally throughout 2021 and 2022, solidifying the group's reputation as a trusted advisor to companies in the Consumer industry. 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.NewSmall Business Banking Consultant Sr Flagstar Bank NASmall Business Banking Consultant SrCA$78,401.25–$124,432 / yearActs as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance, and investments. Demonstrated ability to conduct business at the highest level of complexity via telephone, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews, and effectively communicating solutions that meet client needs.Banking Operations Senior Business Analyst East West Bancorp IncBanking Operations Senior Business AnalystEl Monte, CAOur 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. The Senior Business Analyst role is responsible for supporting the Banking Operations teams in data analytics tasks, Operational Excellence initiatives, system enhancements/implementation, and design & implementation of medium- to large-scale projects.Talent Strategy Manager/Senior Manager - Banking/Capital Markets Accenture PlcTalent Strategy Manager/Senior Manager - Banking/Capital MarketsCulver City, CALead cross-functional teams and alliance partners through experience-led approaches to understand clients' business goals, future workforce aspirations, and digital disruptors to co-create Workforce Reinvention Roadmaps. As a Senior Manager, you have demonstrated experience at owning C-suite relationships and leading our best teams to solve complex workforce reinvention challenges-and you lead change, vision, ideation, and the operationalization of reinvention - not just identify it.Associate, Investment Banking Palm TreeAssociate, Investment BankingLos Angeles, CAFull timeFounded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising.Vice President, Innnovation Banking Western Alliance BancorpVice President, Innnovation BankingBeverly Hills, CA$159,000–$202,354 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Managers portfolio.Vice President, Relationship Manager - Entertainment Banking Western Alliance BancorpVice President, Relationship Manager - Entertainment BankingBeverly Hills, CA$140,000–$175,000 / yearp>The role requires a strong understanding of entertainment specific business models and credit structures, with the ability to serve as a trusted advisor to clients across the entertainment and media ecosystem, including film, television, music, and related sectors. What you'll do: As a Relationship Manager, you''ll be in a key business development and relationship management role that executes the division''s strategic plan and guide the team in its efforts to meet the Bank''s annual growth and customer retention targets.Engineering Manager Fiat Payments & Banking Infrastructure Zero Hash LLCEngineering Manager Fiat Payments & Banking InfrastructureCARemoteThis includes direct API integrations with top-tier banking partners, robust fiat rails integration (such as ACH, RTP, FedNow, RFP in the US, and SEPA in Europe), and advanced treasury management software designed to automatically manage and reconcile balances across banking networks. zerohash has been featured in top-tier media outlets such as Bloomberg, CNBC, The Wall Street Journal, Financial Times, Reuters, Forbes, and CoinDesk, and its leadership team regularly contributes to global conversations on the future of payments, investing, and financial infrastructure.Investment Banking Analyst Career Launch AIInvestment Banking AnalystLos Angeles, CA$100,000–$150,000p>This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support.Investment Banking Summer Analyst Career Launch AIInvestment Banking Summer AnalystLos Angeles, CA$100,000–$150,000p>This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support.NewSr Banker (Advisor Services, UHNW) The Charles Schwab CorpSr Banker (Advisor Services, UHNW)CAli>Maintain full awareness of status for all Advisor Services Ultra High Net Worth banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Advisor Services Ultra High Net Worth clients.NewSr. Banker (Schwab Wealth Advisory) The Charles Schwab CorpSr. Banker (Schwab Wealth Advisory)CAli>Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.Vice President, Investment Banking // Consumer Mergers & Acquisitions (M&A) Portage Point Partners LLCVice President, Investment Banking // Consumer Mergers & Acquisitions (M&A)Los Angeles, CA$400,000–$600,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). As a Vice President, IB // Consumer M&A you will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services.Associate Banking Advisor Northern Trust CorpAssociate Banking AdvisorLos Angeles, CA$114,540–$194,580 / year3. Coordinates with the Account Managers and CSST on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners 4. Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up 5. Assists the Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts; communicates regularly with clients, attends client meetings and presentations and assists Relationship Managers with business development plans and client presentations 2.12345678910Resume ResourcesFree Resume TemplatesFree Resume Builder
Senior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Long Beach, CARemote$71,869–$114,797 / yearReviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clientsprospects.
Senior Client Service Associate (Specialty Banking - Structured Finance) City National BankSenior Client Service Associate (Specialty Banking - Structured Finance)Los Angeles, CARemote$71,869–$114,797 / yearWorks directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD's, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.
Senior Relationship Manager - Insurance Banking Flagstar Bank NASenior Relationship Manager - Insurance BankingCA$140,781.75–$239,461 / yearli>Credit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring clients compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Job Responsibilities: New Business Origination: Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
Banking & Capital Markets Tax Senior Associate PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior AssociateCA$77,000–$214,000 / yearDemonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations.
Business Banking Consultant Senior JPMorgan Chase & CoBusiness Banking Consultant SeniorVan Nuys, CAMaintain current business network and active involvement in community organizations such as Chambers of Commerce and non-profit boards; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects. Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions.
Relationship Manager Business Banking Sr City National BankRelationship Manager Business Banking SrBeverly Hills, CARemote$92,114–$156,880 / yearThis may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions and by providing the CNB exemplary level of service identifying and promoting solutions to customer needs and maintaining an active calling program. Identifies business opportunities and solicits referrals of other Bank products or services andor externally from existing customers a network of internal and external referral sources and other professionals in the industry.
Senior Director, Customer Experience Strategy - Business Banking & MPS U.S. BancorpSenior Director, Customer Experience Strategy - Business Banking & MPSCA$149,515–$175,900 / yearp>Customer Experience Lead for Business Banking (BB) and Merchant & Payment Solutions (MPS) is a senior leader responsible for shaping, driving, and operationalizing end-to-end customer experience strategies across two critical business lines. With accountability across BB and MPS, this role requires a leader who can balance strategic vision with execution, influence across a complex matrix, and drive alignment on high-impact initiatives that enhance customer outcomes and business performance.
Banking & Capital Markets Tax Senior Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior ManagerCA$124,000–$335,000 / yearDemonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - 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. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
Strategy& Consumer Banking & Payments Consulting Senior Associate PricewaterhouseCoopers LLPStrategy& Consumer Banking & Payments Consulting Senior AssociateCA$77,000–$202,000 / yearp>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. In this role, you will analyze client needs and provide consulting services across different strategic areas, offering guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth.
Investment Banking Senior Analyst | Business Services Houlihan LokeyInvestment Banking Senior Analyst | Business ServicesLos Angeles, California$110,000–$130,000 / yearThe Business Services team has particularly strong sector practices in the areas of Environmental Services, Training & Education, Transportation & Logistics, Marketing Services, IT Services, BPO Services, Information Services, Engineering & Construction, Testing, Inspection & Certification, and Rental Service. 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.
NewInvestment Banking Senior Analyst | Consumer Houlihan LokeyInvestment Banking Senior Analyst | ConsumerLos Angeles, California$110,000–$130,000 / yearHoulihan Lokey's Consumer team has helped maximize shareholder value for its clients historically and completed over 135 deals globally throughout 2021 and 2022, solidifying the group’s reputation as a trusted advisor to companies in the Consumer industry. 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.
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. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position.
Senior Business Banking Relationship Manager (LO) Wells Fargo & CoSenior Business Banking Relationship Manager (LO)Anaheim, CA$104,000–$168,000 / 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. 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.
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 CALos Angeles, CA$135,000–$192,000 / yearp>As 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.
Investment Banking Senior Analyst - Technology William BlairInvestment Banking Senior Analyst - TechnologyLos Angeles, GeorgiaExecute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.
Commercial Banking Portfolio Management Senior Manager Wells Fargo & CoCommercial Banking Portfolio Management Senior ManagerCA$159,000–$305,000 / 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. 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.
Investment Banking Senior Analyst | Industrials Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | IndustrialsLos Angeles, CAWith 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. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
Investment Banking Senior Analyst | Business Services Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | Business ServicesLos Angeles, CA$110,000–$130,000 / yearThe Business Services team has particularly strong sector practices in the areas of Environmental Services, Training & Education, Transportation & Logistics, Marketing Services, IT Services, BPO Services, Information Services, Engineering & Construction, Testing, Inspection & Certification, and Rental Service. 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.
Trade & Working Capital Sales, Commercial Banking - Senior Vice President Citigroup IncTrade & Working Capital Sales, Commercial Banking - Senior Vice PresidentCA$163,600–$245,400 / yearp>The successful candidate will bring deep core trade expertise-particularly in Documentary Trade (Letters of Credit and SBLCs)-and a proven ability to structure and deliver solutions in sophisticated client environments. This individual will lead the execution of the team's sales strategy across priority client segments and industries, with a strong focus on originating and delivering complex Trade and Working Capital solutions.
Investment Banking Senior Analyst | Consumer Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | ConsumerLos Angeles, CA$110,000–$130,000 / yearHoulihan Lokey's Consumer team has helped maximize shareholder value for its clients historically and completed over 135 deals globally throughout 2021 and 2022, solidifying the group's reputation as a trusted advisor to companies in the Consumer industry. 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.
NewSmall Business Banking Consultant Sr Flagstar Bank NASmall Business Banking Consultant SrCA$78,401.25–$124,432 / yearActs as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance, and investments. Demonstrated ability to conduct business at the highest level of complexity via telephone, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews, and effectively communicating solutions that meet client needs.
Banking Operations Senior Business Analyst East West Bancorp IncBanking Operations Senior Business AnalystEl Monte, CAOur 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. The Senior Business Analyst role is responsible for supporting the Banking Operations teams in data analytics tasks, Operational Excellence initiatives, system enhancements/implementation, and design & implementation of medium- to large-scale projects.
Talent Strategy Manager/Senior Manager - Banking/Capital Markets Accenture PlcTalent Strategy Manager/Senior Manager - Banking/Capital MarketsCulver City, CALead cross-functional teams and alliance partners through experience-led approaches to understand clients' business goals, future workforce aspirations, and digital disruptors to co-create Workforce Reinvention Roadmaps. As a Senior Manager, you have demonstrated experience at owning C-suite relationships and leading our best teams to solve complex workforce reinvention challenges-and you lead change, vision, ideation, and the operationalization of reinvention - not just identify it.
Associate, Investment Banking Palm TreeAssociate, Investment BankingLos Angeles, CAFull timeFounded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising.
Vice President, Innnovation Banking Western Alliance BancorpVice President, Innnovation BankingBeverly Hills, CA$159,000–$202,354 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Managers portfolio.
Vice President, Relationship Manager - Entertainment Banking Western Alliance BancorpVice President, Relationship Manager - Entertainment BankingBeverly Hills, CA$140,000–$175,000 / yearp>The role requires a strong understanding of entertainment specific business models and credit structures, with the ability to serve as a trusted advisor to clients across the entertainment and media ecosystem, including film, television, music, and related sectors. What you'll do: As a Relationship Manager, you''ll be in a key business development and relationship management role that executes the division''s strategic plan and guide the team in its efforts to meet the Bank''s annual growth and customer retention targets.
Engineering Manager Fiat Payments & Banking Infrastructure Zero Hash LLCEngineering Manager Fiat Payments & Banking InfrastructureCARemoteThis includes direct API integrations with top-tier banking partners, robust fiat rails integration (such as ACH, RTP, FedNow, RFP in the US, and SEPA in Europe), and advanced treasury management software designed to automatically manage and reconcile balances across banking networks. zerohash has been featured in top-tier media outlets such as Bloomberg, CNBC, The Wall Street Journal, Financial Times, Reuters, Forbes, and CoinDesk, and its leadership team regularly contributes to global conversations on the future of payments, investing, and financial infrastructure.
Investment Banking Analyst Career Launch AIInvestment Banking AnalystLos Angeles, CA$100,000–$150,000p>This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support.
Investment Banking Summer Analyst Career Launch AIInvestment Banking Summer AnalystLos Angeles, CA$100,000–$150,000p>This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support.
NewSr Banker (Advisor Services, UHNW) The Charles Schwab CorpSr Banker (Advisor Services, UHNW)CAli>Maintain full awareness of status for all Advisor Services Ultra High Net Worth banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Advisor Services Ultra High Net Worth clients.
NewSr. Banker (Schwab Wealth Advisory) The Charles Schwab CorpSr. Banker (Schwab Wealth Advisory)CAli>Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.
Vice President, Investment Banking // Consumer Mergers & Acquisitions (M&A) Portage Point Partners LLCVice President, Investment Banking // Consumer Mergers & Acquisitions (M&A)Los Angeles, CA$400,000–$600,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). As a Vice President, IB // Consumer M&A you will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services.
Associate Banking Advisor Northern Trust CorpAssociate Banking AdvisorLos Angeles, CA$114,540–$194,580 / year3. Coordinates with the Account Managers and CSST on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners 4. Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up 5. Assists the Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts; communicates regularly with clients, attends client meetings and presentations and assists Relationship Managers with business development plans and client presentations 2.