Venable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high net worth wealth planning to join the practice in the San Francisco or Los Angeles office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects an

Participates in the loan management process by providing credit and loan analytical expertise to a team of Commercial Loan Officers. Analyzes prospective loan transactions and credit worthiness of borrowers. Prepares credit analysis and provides opinions and recommendations regarding proposed credit and potential risks. Ensures all due diligence and background evaluation

Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi

Responsible for management of the day to day operations of the Client Care Center. Responsible for personnel administration and staff development. Evaluate, recommend, and implement procedures and processes to improve department performance and client experience. Ensure team members consistently deliver high level quality client service. Ensure regulatory compliance and a

As an Officer the incumbent manages high profile clients and complex implementation requests. Working under general supervision the team member will receive, track, and monitor the set up request process from inception through completion. This role will be responsible for establishing, expanding, and managing our most important external relationships. Responsible for ensu

Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the c

The Vendor Management Risk Analyst is responsible for the ongoing monitoring of vendor relationships, coordinating and facilitating vendor risk assessments, conducting and performing due diligence/quality assurance reviews, assisting with the training of relationship managers and subject matter experts, coordinating and facilitating subject matter expert reviews of vendor

Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi

Perform the analysis of financial statements and tax returns using CASH Insight for Account Officers to use in their recommendations for new and renewal extensions of credit. Calculate various financial ratios to assist in the ongoing monitoring of borrower compliance to financial covenants per loan agreements and the submission of financial documents. ESSENTIAL FUNCTIONS

The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. Essential Duties & Responsibilities Learn various job functions within the financial services industry. Collection of information needed for

The Citi Community Capital (CCC) Business within Citis Institutional Credit Management (ICM) Division, is seeking to hire a Multifamily Underwriter / Asset Manager. Citi Community Capital (CCC) provides a suite of financial products to help affordable housing developers construct, rehabilitate, refinance, and acquire affordable multifamily housing across the country. Comm

We Are Accenture Strategy. Through deep industry expertise, analytics and insights, we empower clients to survive and thrive in the new, the now and the unknown. To stay agile in a world dominated by change, the C suite must keep the core business running while simultaneously identifying and investing in the new. Accenture Strategy consulting enables leaders to act quickl

Complex Director of Finance Requisition ID 2024 53724 Category Accounting/Finance Job Location US CA Beverly Hills Property Mosaic Hotel & Maison 140 Beverly Hills Compensation Type Yearly Highgate Hotels Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S

At Niagara, we're looking for Team Members who want to be part of achieving our mission to provide our customers the highest quality most affordable bottled water. Consider applying here, if you want to Work in an entrepreneurial and dynamic environment with a chance to make an impact. Develop lasting relationships with great people. Have the opportunity to build a satisf

At Niagara, we're looking for Team Members who want to be part of achieving our mission to provide our customers the highest quality most affordable bottled water. Consider applying here, if you want to Work in an entrepreneurial and dynamic environment with a chance to make an impact. Develop lasting relationships with great people. Have the opportunity to build a satisf