Wealth Management Credit Solutions Specialist
Bank of America ATM
Bank of America is seeking a GWIM Credit Product Specialist in Los Angeles, CA. This role involves developing and supporting strategies to identify and deliver credit opportunities to financial advisors' clients. Responsibilities include establishing new credit relationships and expanding existing ones while ensuring clients are knowledgeable about GWIM credit solutions. The ideal candidate will have 3 years of experience in a related finance role and a bachelor's degree in finance or business administration. Strong skills in business development and client management are essential. #J-18808-Ljbffr Bank of America
$85k - $105k
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Overview The Wealth Management Specialist is responsible for the initial engagement of advisors in the assigned Growth Team region, connecting advisors... ...retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers...SuggestedFull timeFlexible hours$70k - $100k
MidFirst Business Credit, Inc. seeks a Treasury Management Sales Implementation Specialist in Los Angeles, offering a salary of $70,000 - 100,000 per year. This full-time role involves onboarding major clients, managing product implementation, and providing exceptional...SuggestedFull time$182.4k - $273.6k
As a Citi Wealth at Work (WaW) Deposits & Treasury Management Specialist, you will work closely with Wealth Banker teams within Wealth at Work’s Law Firm Group West... ...banking, treasury management and deposit product solutions. This individual will partner closely with the...SuggestedFull time$124.74k - $254.5k
...KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a... ...in Advisory. KPMG is currently seeking a Lead Specialist, AI Solution Architect to join our KPMG Managed Services practice. Responsibilities: Architect...SuggestedH1bLocal area$100k - $110k
...wholesaler(s) to develop new relationships with financial advisors and manage existing relationships to increase sales of American Century... ...Approach: Use a consultative client first approach, delivering solutions, not products, to meet needs and get results....Work experience placementWork at officeLocal areaRemote work$24k
Job Description - Wealth Management Associate - Retirement Benefits Group - CA, Los Angeles (3591) (PIN_41039) Primary Location Organization... ...financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and...Work experience placementLocal areaRemote workFlexible hours$59.16k - $108.46k
About the role The Recruitment Project Specialist will be assigned to support our client... ...initiatives, ensuring focused recruitment management while upholding our company’s standards... ...recommending and implementing creative solutions. Ability to demonstrate business...Full timeTemporary workWork at officeShift work$99.48k - $159.17k
...excellence and delivers personalized solutions through building long‑term, consultative... ...other. "I can succeed as an Internal Wealth Specialists at Capital Group." As one of our... ...advisors and work closely with the Wealth Management Consultant (external wholesaler) to drive...Temporary workWork at officeLocal areaFlexible hours$52k - $95k
...future team member for the role of Specialist, Client Service Management II to join our Client Services team... ...partners when necessary. Partner with Wealth Advisors and Associates in... ...with clients, driving transformative solutions that redefine industries and uplift...Temporary workWork experience placementWorldwideFlexible hours- Join U.S. Bank as a Market Credit Administrator, where you'll strengthen lending authority and support Business Banking Credit. This role involves evaluating credit authorities, executing development plans, and ensuring compliance with risk assessments. Ideal candidates...
$114.1k - $268.18k
...At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a... ...career in Advisory. KPMG is currently seeking a Lead Specialist, Third Party Risk Management to join our Managed Services practice. Responsibilities...Full timeLocal areaRemote work$115k - $145k
...Oaktree is a leader among global investment managers specializing in alternative investments,... ...-controlled approach to investments in credit, private equity, real assets and listed... .... Document comprehensive technical solutions and develop knowledge‑base articles to improve...Local areaRemote workWorldwideFlexible hours$125k - $144k
Senior Associate, Wealth and Asset Management - Tax, PwC US Tax LLP, Los Angeles, CA. Help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as a strategic consultant...Work experience placementWork at officeLocal areaRemote workOverseas- IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an...Work experience placementFlexible hours
- Associate, Fundraise Management, Liquid Credit Strategies page is loaded## Associate, Fundraise Management, Liquid Credit Strategieslocations:... ...economy. Brookfield’s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of...Temporary workLocal areaFlexible hours
- ...Oaktree is a leader among global investment managers specializing in alternative investments,... ...-controlled approach to investments in credit, private equity, real assets and listed... ...the development of longer‑term systemic solutions Qualifications 4-5 years of relevant...Work at officeLocal areaWorldwideFlexible hours
$95k - $135k
...the Los Angeles office for a role underwriting and managing investments for Monroe’s private credit funds. The candidate will work as part of a team underwriting... ...finance, venture debt, alternative credit solutions, structured credit, real estate and equity. Since 20...Work at office$60k - $125k
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1-3 years of client service experience. You will manage relationships with ultra-high net worth clients, oversee asset management,...- ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement :Build and nurture client relationships through networking...Work experience placementWork at officeLocal areaFlexible hours
- ...the U.S. The company offers a structured training program, stable pay, commissions, and a range of benefits. This is an opportunity to contribute positively to clients' financial wellness while advancing your career in wealth management. #J-18808-Ljbffr Equitable Advisors
$169.01k - $370.53k
...number one priority. With a wealth of learning and career development... ...KPMG is currently seeking a Specialist Director, MAST Application... ...Penetration Testing Lead to join our Managed Services practice.... ...security services or technology solutions Strong client-facing...Full timeH1bLocal area$114.1k - $268.18k
...our number one priority. With a wealth of learning and career development... ...is currently seeking a Lead Specialist, MAST Application Penetration Testing Manager to join our Managed Services practice... ...develop growth of the services solution and manage client engagements;...Full timeH1bLocal area- ...to the next level. As a Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing... ...presenting J.P. Morgan Private Bank’s credit solutions to ultra-high net worth clients... ...Demonstrated understanding of wealth management including, but not limited...Bank staffLocal area
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- ...About This Role The User Operations Specialist is responsible for the development, continuous... ..., and technology to develop creative solutions that improve the BIGO LIVE experience. Responsibilities... ..., with a strong user-first mindset. Manage comparable user territories, using field...Daily paidWork at officeRemote work
$30k
...Delivery Assurance Specialist As a Delivery Assurance Specialist (DAS), you will be working... ...'s degree (or higher) in supply chain management, production control, procurement,... ...Trigo provides a fully integrated service solution to optimize Supplier performance...Hourly payDaily paidPart timeWork experience placementWork at officeImmediate startWorldwideLong distanceMonday to Friday$18 - $20 per hour
...are Required *** Job Title: Sourcing Specialist - Food & Beverage Job Type:... ...supports the procurement and supplier management of food, beverage, packaging, and related... ...recovery orders and alternate sourcing solutions when supply disruptions occur. Support...Contract workSeasonal workWork at officeMonday to Friday$45 - $55 per hour
...community development programs, owning and managing 340 units of affordable and supportive... ...our compassionate approach to these solutions will serve as a model to other communities... ...referrals. The Senior Mental Health Specialist reports to the Director of Resident Services...Temporary workPart timeInterim roleWork at office- ...digital tools to help them manage their finances with... ...service requests, and credit applications while... ...products, services, and solutions Drive branch growth by... ...licensed bankers or other specialists, ensuring customers... ...Banking, and Wealth & Investment Management...Full timeWork experience placementMonday to FridayFlexible hours
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