53 Financial Services Sales And Management jobs in Los Angeles.

Hiring now: Financial Services Rep Ii @ Enterprise, Financial Solutions Advis @ Merrill We, Mortgage Loan Coordinator @ Redwood Cr, Loan Sales Spec @ Onemain Fi, Retirement Services Distr @ Adp, Healthcare Biz Developmen @ Umpqua Ban, Mortgage Loan Consultant @ Taylor Mor, Sr Program Mgr Na Solutio @ Ingram Mic, Cre Market Mgr Ii @ Banner Ban, Loan Officer Associate @ Lennar.Explore more at jobswithgpt.com.

🔥 Skills

business development (11) Business Development (9) relationship management (8) Sales (7) client relationships (7) Collections (5) Customer Service (5) financial solutions (5) sales (5) client service (5)

đź“Ť Locations

Los Angeles (21) Irvine (12) Newport Beach (4) Buena Park (2) Monterey Park (2) Santa Ana (2) Santa Monica (2) Anaheim (1) Burbank (1) Carson (1)
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Enterprise Bank & Trust

Financial Services Representative II Anaheim
Skills & Focus: customer service, bank products, account opening, team-oriented, strong communication skills, consumer loan applications, teller duties, organizational skills, bank policies, client relations
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. We help businesses succeed and our communities thrive, offering an array o…
Experience: Minimum of two years banking experience; customer service experience required.
Salary: $22.50 - $27.00 per hour
Type: Full-time
Benefits: Annual paid volunteer time off, charitable-matching opportunities, professional growth opportunities, excellent benefit…

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Buena Park
Skills & Focus: Client Management, Relationship Building, Investment Management, Advisory, Sales Performance, Financial Goals, Portfolio Management, Risk Management, Regulatory Compliance, Networking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience, 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, training opportunities, and strong referral network

Redwood Credit Union

Mortgage Loan Coordinator I Buena Park
Skills & Focus: Member service, mortgage lending, loan applications, cross-sell, regulatory compliance, customer service, financial information, documentation, inquiry resolution, team collaboration
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities.

Onemain Financial

Loan Sales Specialist Burbank
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Business Development, Financial Sales, Management Development, Finance, Customer experience
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…
Loan Sales Specialist Carson
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Finance, Customer experience
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Sales, Collections or Customer Service experience preferred
Salary: $18.00 - $22.00 per hour
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Enterprise Bank & Trust

SVP, Relationship Manager Cerritos
Skills & Focus: relationship management, commercial deposit, loan accounts, financial solutions, business development, portfolio management, credit assessment, risk analysis, cross-selling, team leadership
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: Minimum of seven or more years of Commercial Lending experience preferred.
Salary: $149,503 - $224,254
Benefits: Annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker …

Adp

Retirement Services District Manager Irvine
Skills & Focus: sales, retirement services, client relationships, business development, team collaboration, prospecting, networking, presentation skills, financial services, sales training
About the Company: ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 2+ years of outside business-to-business sales experience
Salary: $43,300.00 - $93,900.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Umpqua Bank

Healthcare Business Development Officer Irvine
Skills & Focus: business development, healthcare, sales, client relationships, financial solutions, credit structures, consultative selling, banking industry, compliance, teamwork
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 5 years of banking experience, required
Salary: $140,000.00 to $200,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage (medical, dental, and vision plans), 401(k)-retirement savings plan with employer mat…

Taylor Morrison

Mortgage Loan Consultant Irvine
Skills & Focus: mortgage, loan consultant, pre-qualification, customer service, compliance, HUD, FHA, VA, FNMA, FHLMC
About the Company: Taylor Morrison is a leading national builder and developer of residential communities.
Experience: 2+ years of mortgage lending experience in current lending environment or successful completion of an internal training program
Type: Full Time

Ingram Micro

Sr. Program Manager & NA Solutions Development Executive Irvine
Skills & Focus: financial solutions, business development, stakeholder management, project management, IT finance, negotiation, global operations, market research, consultative guidance, structured financing
About the Company: Ingram Micro is a leading technology company for the global information technology ecosystem, reaching nearly 90% of the global population, providing products …
Experience: Previous IT finance sales and related financial industry business development experience with a proven track record of overachieving goals and quotas specific to IT equipment leasing / financing.
Type: Full time

Banner Bank

CRE Market Manager II Irvine
Skills & Focus: CRE, team management, origination, underwriting, portfolio monitoring, pipeline management, client relations, credit submission oversight, customer service, production management
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…
Type: Full-time
CRE Relationship Manager II Irvine
Skills & Focus: commercial real estate, relationship management, credit analysis, business development, loan terms, credit reviews, risk management, community activity, coaching, financial skills
About the Company: With more than 130 years in operation, Banner Bank focuses on strong financial values and community engagement, offering a range of services to businesses and …
Experience: 8 or more years of experience in commercial real estate lending, credit analysis, and business development
Salary: $173,670–$204,317
Type: Full Time
Benefits: Comprehensive employee benefits, including medical, dental, vision, LTD, STD, life, paid vacation time, sick time, and …

Umpqua Bank

Healthcare Business Development Officer Irvine
Skills & Focus: business development, client relationships, sales, financial solutions, banking industry, credit structures, community relationships, compliance, consultative selling, consultative skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5 years of banking experience
Salary: $140,000.00 to $200,000.00
Benefits: Competitive total rewards package including comprehensive healthcare coverage, 401(k) retirement savings plan, paid vac…

Lennar

Loan Officer Associate Irvine
Skills & Focus: Loan Officer, Training, Customer Relations, Business Development, Mortgage Licensing, Reports Review, Operational Training, Client Communication, File Management, Team Collaboration
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Salary: $16.00 - $21.00 per hour
Type: Full-Time
Benefits: Comprehensive health insurance plans, 401(k) Retirement Plan with Company Match, Paid Parental Leave, Education Assista…

Umpqua Bank

Relationship Specialist Irvine
Skills & Focus: banking, customer relationships, documentation, underwriting, loan administration, compliance, communication skills, problem-solving, organizational skills, teamwork
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 2 - 4 years of previous banking or loan administration experience
Salary: $22.24 - $33.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life and disability insuran…

Finfare Financials

Account Executive, New Business Irvine
Skills & Focus: B2B sales, consultative sales, fintech, expense management, corporate card, sales cycle, lead generation, product demonstrations, CRM, data analytics
About the Company: Finfare Financials is dedicated to empowering SMBs, by providing the ultimate expense management solution for growing businesses seeking to streamline their fi…
Experience: 3–5+ years of B2B commercial card sales experience to middle market companies.
Salary: $140K-$150K + Up to $125k in commission

Umpqua Bank

Healthcare Relationship Manager Irvine
Skills & Focus: Healthcare, Relationship Manager, Wealth Management, Client Relationships, Business Development, Compliance, Credit Management, Portfolio Management, Training, Teamwork
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 7 years of experience in healthcare and lending, required
Salary: $113,000.00 to $200,000.00
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

174 Power Global

Treasury Associate Irvine
Skills & Focus: cash management, liquidity management, Standby Letters of Credit, financial institutions, bond, loan-related matters, financial stability, optimizing working capital, treasury operations, energy solutions
About the Company: 174 Power Global, headquartered in Irvine, California, a member of Hanwha Group, a FORTUNE Global 500 firm that is among the eight largest business enterprises…

Onemain Financial

Loan Sales Specialist Lake Forest
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Customer experience, Credit
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…
Loan Sales Specialist Lakewood
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Customer Care, Entry level, Finance, Management Trainee
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full-time and Part-time
Benefits: Health and wellbeing options, 401(k) matching up to 4%, Employee Stock Purchase Plan, Tuition reimbursement, Paid time …

Citizens

Middle Market Relationship Manager III Los Angeles
Skills & Focus: Middle Market, Relationship Manager, Banking, Commercial Banking, Healthcare, Client Relationship, Operations, Financial Services, Sales, Customer Service
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard. They focus on creating a…
Type: Full-time
Benefits: Citizens offers a range of benefits aimed at supporting the whole you, including well-being programs, educational assis…

Google

Exchange Platforms Specialist, CTV, Sellside Product Go-To-Market Los Angeles
Skills & Focus: go-to-market, business development, product management, programmatic advertising, Connected TV (CTV), client service, data analysis, product training, stakeholder communication, market analysis
About the Company: Google is a global technology company known for its search engine, advertising services, consumer electronics, and software products.
Experience: 6 years in go-to-market, business development, or product specialist in the programmatic space or digital advertising industry; 2 years in consulting, product management, business strategy, operations, or project management.
Salary: $147,000-$216,000 + bonus + equity + benefits
Type: Full-time
Benefits: Bonus, equity, and additional benefits including health and wellness programs.

Fiserv, Inc.

Business Sales Consultant Los Angeles
Skills & Focus: Sales Consultant, B2B, Lead Generation, Client Relationships, Clover, Point-of-Sale Solutions, Sales Experience, Pipeline-Building Strategies, Financial Technology, Small to Medium-Sized Businesses
About the Company: Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries.
Experience: 1+ years of experience in a quota-driven, self-sourcing sales environment, particularly with small to medium-sized clients.
Salary: $39,600.00 - $92,400.00
Type: Full-time
Benefits: Medical, Vision and Dental Benefits, 401k, Employee Stock Purchase Plans, and Paid Time Away.

Citizens

Commercial Banking Roles Los Angeles
Skills & Focus: Commercial Banking, Portfolio Management, Financial Institution, Client Relationship Management, Asset Finance, Corporate Banking, Sales Associate, Operations, Process Automation, Financial Services
About the Company: Citizens is a leading financial institution providing a wide range of banking services.
Type: Full-time
Benefits: Comprehensive benefits package including health, wellness, and other employee support programs.
Managing Director Mid-Corporate Banking - Healthcare Los Angeles
Skills & Focus: Mid-Corporate, Banking, Healthcare, Commercial Banking, Professional, Citizens, Inclusive, Diversity, Finance, Community
About the Company: Citizens is a leading financial institution committed to community support and inclusive culture.
Experience: Professional
Type: Full Time

Lendbuzz

Market Development Manager Los Angeles
Skills & Focus: sales leader, automotive finance, dealer contacts, market presence, contract volume, sales team, high-growth sub-markets, partnerships, strategic planning, regional dominance
About the Company: Lendbuzz is a rapidly growing company focused on the Automotive Finance industry, providing innovative solutions to enhance dealership partnerships and drive s…
Experience: Proven experience in sales leadership within the Automotive Finance sector
Type: Full-time

Merrill Wealth Management

Market Leader - Advisor Development Program Los Angeles
Skills & Focus: Wealth management, Investment products, Client acquisition, Sales management, Coaching, Compliance, Risk management, Performance management, Goal setting, Diversity
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 3+ years industry experience with a leading firm; 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
Salary: $130,000.00 - $170,000.00
Type: Full-time
Benefits: Employee benefits include industry-leading access to paid time off, resources and support.

Ameriprise Financial

Financial Advisor Los Angeles
Skills & Focus: Financial Planning, Client Service, Marketing Plan, Prospecting, Networking, Entrepreneurial Spirit, Coaching, Relationship Building, Sales, Regulatory Compliance
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience with a proven track record of success
Salary: $66,040 - $68,640/ year
Type: Full-time
Benefits: Base salary plus uncapped monthly bonus opportunities and a full employee benefits package including vacation time, sic…

Banner Bank

Client Relationship Consultant Los Angeles
Skills & Focus: client service, sales, service activities, open accounts, process transactions, cross-sell, bank products, applications, loans, client profile maintenance
About the Company: With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and tak…

Vaco Llc

Executive Financial Recruiter Los Angeles
Skills & Focus: recruiting, client relationships, sales, business development, candidate assessment, job orders, performance objectives, cross-sell, collaboration, Bullhorn
About the Company: Vaco is an uncommon company with an empowered culture. We welcome talented innovators seeking a collaborative environment where creative freedom rings and have…
Experience: 0 to 18 months
Salary: $70,000 - $85,000 USD
Type: Hybrid/Full-time
Benefits: Eligible for incentive compensation programs and discretionary bonuses.

B. Riley Securities

General Application, Investment Banking Los Angeles
Skills & Focus: investment banking, M&A advisory, corporate finance, research, sales and trading, communication skills, detail-oriented, team player, collaborative, time management
About the Company: B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking serv…

Kayne Anderson Rudnick

Client Portfolio Specialist Los Angeles
Skills & Focus: client portfolio management, wealth advisory services, Fidelity Wealth Advisor Solutions, business development, sales and marketing, client service, relationship management, financial services, Microsoft Office, FINRA Series 65
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: Minimum 5 years in Financial Services sales
Salary: $118,000.00 to $144,000.00
Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and welln…

Alliance Bernstein

Senior Loan Originator Los Angeles
Skills & Focus: Senior Loan Originator, deal sourcing, loan structuring, credit analysis, relationship management, private debt, commercial lending, negotiation, risk assessment, team collaboration
About the Company: We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investor…
Experience: Minimum of 10 years of experience in commercial lending, private debt, or a related field
Salary: $250,000 to $280,000
Type: Full-time
Benefits: Health insurance coverage, employee wellness program, life and disability insurance, retirement savings plan, paid holi…

Citizens

Account Manager Los Angeles
Skills & Focus: Commercial Banking, Account Management, Client Service, Financial Services, Relationship Management, Sales, Business Development, Portfolio Management, Customer Engagement, Team Collaboration
Type: Professional

Argo Group

Underwriting Technical Specialist, Construction, Middle Market Los Angeles
Skills & Focus: underwriting, marketing, business analysis, broker relations, client meetings, economic trends, presentation skills, department business plan, employee development, analytical skills
About the Company: Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We’re an innovative organization tha…
Experience: 8 years underwriting experience
Salary: $136,200 - $187,400 USD
Benefits: Comprehensive health, wellness, and financial planning options including dental, disability, life insurance, medical, a…

Vaco Llc

Business Development Manager Los Angeles
Skills & Focus: business development, client relationships, recruiting, finance, accounting, candidates, market services, salary negotiation, performance goals, relationship building
About the Company: Welcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative fre…
Experience: Minimum of 3 years’ experience in audit, tax, and/or public accounting highly preferred.
Salary: $80,000 - $100,000 USD
Type: Full-time
Benefits: Competitive base earnings with uncapped commission plan, annual FIVE STAR vacations, annual world-class training, gener…

Lendbuzz

B2C Manager Los Angeles
Skills & Focus: auto finance, direct lending, customer acquisition, B2C, team management, customer engagement, online financing, auto refinancing, sales funnels, phone-based sales
About the Company: Lendbuzz is focused on improving the online auto financing process and enhancing customer engagement.
Experience: Experienced leader in auto finance
Type: Full-time

Enterprise Bank & Trust

VP, Relationship Manager Los Angeles
Skills & Focus: Commercial loan, Client relationships, Financial solutions, Business development, Credit assessment, Risk analysis, Cross-selling, Compliance standards, Market trends, Analytical skills
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: Minimum of 5-7 years of Commercial Lending experience preferred.
Salary: $124,586 - $186,879
Benefits: Annual paid volunteer time off, charitable-matching opportunities, array of benefits including professional growth oppo…

Cim Group

Associate, Client Engagement Group Los Angeles
Skills & Focus: Client Engagement, Institutional Client Group, cross-functional collaboration, Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting, Investments, support business development
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Type: Full-time

Banner Bank

Client Relationship Consultant Los Angeles
Skills & Focus: client service, sales activities, account maintenance, cross-sell, Bank products, loan applications, client profiles, financial solutions, enable client goals, community organizations
About the Company: Banner Bank has over 150 locations throughout Washington, Oregon, Idaho, and California. The bank emphasizes client service, employee volunteerism, and communi…
Type: Full-time

Coalition

Executive Production Underwriter Los Angeles
Skills & Focus: multi-line underwriting, Technology E&O, Cyber insurance, sales strategies, relationship management, risk analysis, market share, negotiation, broker engagement, production goals
About the Company: Coalition is the world's first Active Insurance provider designed to help prevent digital risk before it strikes. Founded in 2017, Coalition combines broad ins…
Experience: 8+ years of multi-line underwriting experience within the Technology E&O/Cyber segment
Salary: $170,000 - $200,000/year
Type: Full-time
Benefits: 100% medical, dental and vision coverage; Flexible PTO policy; Annual home office stipend and WeWork access; Mental & p…

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Monterey Park
Skills & Focus: wealth management, investment advice, client relationships, financial goals, advisory strategies, high-net worth, client solutions, training and development, referral network, risk management
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, leadership opportunities, strong referral network
Financial Solutions Advisor Monterey Park
Skills & Focus: wealth management, investment products, client solutions, financial goals, relationship management, market developments, business growth, investment advisory, formal training, diversity
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years' experience working in the financial service industry and/or a sales environment
Salary: $75,000.00 - $85,000.00
Type: Full-time
Benefits: Ongoing professional development, leadership opportunities, potential for growth

Ameriprise Financial

Registered Client Service Associate Newport Beach
Skills & Focus: financial planning, client service, investment research, portfolio management, administrative duties, data entry, meeting coordination, documentation, customer relationships, analytical skills
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration. Offers personalized financial planning and ad…
Experience: 3 - 5 years relevant experience required
Salary: $30.19 - $40.76 / hour
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances.

Bank Of America

Commercial Credit Officer Newport Beach
Skills & Focus: Client Solutions, Advisory, Financial Analysis, Loan Structuring, Risk Management, Underwriting, Account Management, Credit Documentation, Credit and Risk Assessment, Analytical Thinking
Experience: 10+ years of solid Commercial Banking experience
Salary: $109,100.00 - $200,000.00
Type: Full-time
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and …
Private Client Advisor II Newport Beach
Skills & Focus: Business Development, Client Management, Advisory, Prospecting, Wealth Planning, Analytical Thinking, Relationship Building, Risk Management, Collaboration, Decision Making
About the Company: A financial institution committed to helping make financial lives better through responsible growth and delivering for clients.
Experience: 12+ years of private banking and/or complex financial services experience
Salary: $100,000.00 - $250,000.00
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to employees.
Private Client Advisor II Newport Beach
Skills & Focus: client management, business development, wealth management, financial services, negotiation, analytical thinking, relationship building, asset management, risk management, collaboration
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…
Experience: 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
Salary: $100,000.00 - $250,000.00
Type: Full-time
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and …

Foundation Risk Partners

Commercial Lines Account Manager Orange
Skills & Focus: Commercial Lines, Account Manager, Insurance Brokerage, Client Service, Policy Renewal, Negotiation, Market Analysis, Underwriter Contact, Coverage Differences, Professional Behavior
About the Company: One of the fastest growing insurance brokerage and consulting firms in the US.
Type: Full-time

Adp

Relationship Manager Retirement Services San Dimas
Skills & Focus: client satisfaction, relationship management, retirement services, HR strategies, executive relationships, account reviews, service issues, client advocate, travel, finance
About the Company: ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 5-8 Years of directly related experience
Salary: $71,600.00 - $145,200.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Cognizant

Sr. Consultant-Commercial Lending originations Santa Ana
Skills & Focus: Lending, Origination, Underwriting, Servicing, Collections, Strategic planning, Project management, Stakeholder coordination, Functional capabilities, Financial principles
About the Company: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. …
Experience: Minimum of 10 years of experience in the lending industry
Type: Full-time

Cushman & Wakefield

Sr. Transaction Manager / Team Lead Santa Ana
Skills & Focus: transaction management, financial analysis, real estate, lease agreements, client relationships, team leadership, property due diligence, market analysis, contract negotiations, risk management
About the Company: Cushman & Wakefield provides eligible employees with a variety of benefit programs including health, vision, dental insurance, retirement savings plans, and mo…
Experience: 5+ years real estate experience in transaction management or corporate real estate
Salary: $141,950.00 - $167,000.00
Type: Full time
Benefits: Health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, li…

Wilshire

Senior Sales, Retail Alternatives Santa Monica
Skills & Focus: Sales Strategy, Alternative Investments, Client Relationships, Marketing Materials, Private Markets, Outreach Strategies, CRM Management, Investment Offerings, Industry Trends, Business Development
About the Company: Wilshire is a leading global investment firm that delivers innovative investment strategies and solutions for institutional and high net worth clients.
Experience: 5+ years of experience in sales or business development in financial services, particularly in alternative investments.
Type: Full-time

Blackrock

Senior Private Credit Investment Professional Santa Monica
Skills & Focus: private credit, investment, due diligence, financial analysis, transactions, relationship management, credit markets, analytical skills, leadership, communication
About the Company: At BlackRock, we help more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children…
Experience: Minimum of 10 years of experience in private credit or related investment field.
Salary: USD$245,000.00 - USD$320,000.00
Type: Full-time
Benefits: Comprehensive healthcare, support for working parents, Flexible Time Off (FTO), strong retirement plan, tuition reimbur…