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Financial Services Manager Jobs in California

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Job info
Company
In-House
Experience
Min 1 yrs required
Location
San Francisco, CA
Posted Date
Oct 12, 18
Info Source
Employer
Total Views
33
Bank and external professional services as appropriate to fulfill... benefits of Bank Trust services to clients, prospects and... sells appropriate products and services. Follows up on customer... services banking services. 7. Special financial reports as required by... reviews all of the financial transactions in each account,...... read more
Company
In-House
Experience
Min 5 yrs required
Location
Woodland Hills, CA
Posted Date
Oct 16, 18
Info Source
Employer
Total Views
21
Transaction Manager DUTIES: Negotiate non-disclosure agreements,... trade confirmations and purchase and sale agreements related to whole loan sales and mortgage servicing rights sales transactions. Responsible for primary relationship management with investors; establish timelines for due diligence review and settlement deliverables.... read more
Company
In-House
Experience
Min 6 yrs required
Location
Los Angeles, CA
Posted Date
Oct 15, 18
Info Source
Employer
and implementation of mass-marketed financial products and services distributed... through online, mobile, and social media channels. Have broad experience with large and often enterprise-wide, global, or multinational technology and operations projects, involving a geographically diverse customer base, diverse personal technology,... read more
Company
In-House
Experience
Min 4 yrs required
Location
Irvine, CA
Posted Date
Oct 15, 18
Info Source
Employer
Total Views
96
Manager – High Net Worth... identifying client issues and communicating with clients and financial managers. Managers must possess... and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Senior Associates, Experienced Associates and Associates.... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Oct 18, 18
Info Source
Employer
Total Views
33
banking, trust services, and financial planning. Also leverages the... specialists on their team deliver firm's Private Bank services to high net worth... clients. Remain ongoing relationship manager for specific portfolio of... range of products and services (including investments, trust, banking,...... read more
Company
In-House
Experience
Min 6 yrs required
Location
San Francisco, CA
Posted Date
Oct 15, 18
Info Source
Employer
and implementation of mass-marketed financial products and services distributed... through online, mobile, and social media channels. Have broad experience with large and often enterprise-wide, global, or multinational technology and operations projects, involving a geographically diverse customer base, diverse personal technology,... read more
Company
In-House
Experience
Min 5 yrs required
Location
San Mateo, CA
Posted Date
Oct 15, 18
Info Source
Employer
Total Views
24
Tax Manager - Commercial Tax The... opportunities and communicating with clients and financial managers. Conduct research on... various client issues, and supervise senior associates, experienced associates and associates. Participate in the professional growth and development of associates and senior associates.... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Oct 18, 18
Info Source
Employer
Total Views
16
results. Act as relationship manager for specific portfolio of... range of products and services (including investments, trust, banking,... wealth transfer, etc.). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Oct 18, 18
Info Source
Employer
Total Views
11
results. Act as relationship manager for specific portfolio of... range of products and services (including investments, trust, banking,... wealth transfer, etc.). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could... read more
Company
In-House
Experience
Min 5 yrs required
Location
Los Angeles, CA
Posted Date
Oct 15, 18
Info Source
Employer
Total Views
62
Manager - Private Client Services / High Net Worth... in identifying client issues and communicating with clients and financial managers. Participation in the... professional growth and development of Associates and Senior Associates is also a key component of Managers’ responsibilities.... read more
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