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Relationship Manager Associate CRB
City National Bank - Irvine, CA
RELATIONSHIP MANAGER ASSOCIATE CRB WHAT IS THE OPPORTUNITY? Develops and manages relationships with major market corporate clients with revenues typically greater than $500+ million in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability and por...
Investment Services Manager
City National Bank - Los Angeles, CA
INVESTMENT SERVICES MANAGER WHAT IS THE OPPORTUNITY? Manage the overall relationship of assigned managed agency accounts. Represent RBC Rochdale in various business activities and maintains contacts with clients, administrators, trustees, co-trustees, beneficiaries, attorneys and others regarding accounts. Work closely with portfolio managers, bankers, and others ...
Investment Services Manager
City National Bank - CA
INVESTMENT SERVICES MANAGER WHAT IS THE OPPORTUNITY? Manage the overall relationship of assigned managed agency accounts. Represent RBC Rochdale in various business activities and maintains contacts with clients, administrators, trustees, co-trustees, beneficiaries, attorneys and others regarding accounts. Work closely with portfolio managers, bankers, and others ...
Account Services Manager
City National Bank - Los Angeles, CA
ACCOUNT SERVICES MANAGER WHAT IS THE OPPORTUNITY? Responsible for the day-to-day interaction and relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration with the Branch Manager and Relationship Managers, the ASM works to address portfolio servicing needs, enhance relationship profitability whil...
Private Wealth Analyst
City National Bank - Los Angeles, CA
PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management ...
Specialty Wealth Asset Officer Senior
City National Bank - Pasadena, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, i...
Specialty Wealth Asset Officer Senior
City National Bank - Irvine, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, i...
Specialty Wealth Asset Officer Senior
City National Bank - SF, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC–LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including provi...
Specialty Wealth Asset Officer Senior
City National Bank - Pasadena, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC–LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including provi...
Specialty Wealth Asset Officer Senior
City National Bank - Irvine, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC–LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including provi...
Client Manager Senior– Preferred Banking
City National Bank - Los Angeles, CA
CLIENT MANAGER SENIOR– PREFERRED BANKING Downtown Los Angeles, CA WHAT IS THE OPPORTUNITY? Responsible for contributing to overall Preferred Banking sales efforts, maintaining first-in class service levels for their clients, and all aspects of operational integrity. Is secondary point of contact and service provider for existing and newly d...
Investment Operations Securities Specialist Senior
City National Bank - Los Angeles, CA
INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as DDA Sweeps, Notes and Liabilities, Corporate Actions, Mutual Fund Trades,...
Industry Closing Manager
City National Bank - Los Angeles, CA
INDUSTRY CLOSING MANAGER - Fund Finance WHAT IS THE OPPORTUNITY? The Industry Closing Manager (ICM) is the leader in the closing of the deal and a key member of the client team. They will manage the due diligence activities within Loan Administration and will directly follow up with the client for scheduling, documents, and questions related to closing.
Industry Closing Manager
City National Bank - SF, CA
INDUSTRY CLOSING MANAGER - Fund Finance WHAT IS THE OPPORTUNITY? The Industry Closing Manager (ICM) is the leader in the closing of the deal and a key member of the client team. They will manage the due diligence activities within Loan Administration and will directly follow up with the client for scheduling, documents, and questions related to closing.
Manager Segment Solutions
City National Bank - Los Angeles, CA
MANAGER SEGMENT SOLUTIONS WHAT IS THE OPPORTUNITY? Reporting to USMB, the <> Segment Solutions manager is the key leader developing integrated solutions that support the << >> business segment strategy and innovation across mortgage banking needs. This role is also responsible for driving the go-to-market activities which connect offerings to mar...