Level Experienced Job Location Walnut Creek 1 Walnut Creek, CA Position Type Full Time   Salary Range $125,000.00 $140,000.00 Salary Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and w

Sr. Accountant Consultant Location San Diego, CA Schedule Full Time, Remote Pay $40 $44/hour Our client is seeking aSenior Accountant Consultant to assist their team. Job Duties Include Complete bank reconciliations for the year 2023. Research, resolve, and post adjustments, including adjusting journal entries using NetSuite. Execute full cycle month end close procedures.

Utilize daily new customer report and import information into new customer risk scoring and rating tool. Review results from the output of the new customer risk scoring tool to identify new high risk customers that need to be scheduled for a 90 day Enhanced Due Diligence review. Review the output from the new high risk customer risk scoring tool to identify restricted or

Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close knit and fun loving team of seasoned financial services professionals who came together for the challenge of building a bank from scratch and we are committed to doing it all the right way (from technology infrastructure to modern marketing to c

Review and analyze assigned automated transaction alerts produced from the bank's AML monitoring system. Conducts sufficient analysis of the customer patterns and activities in order to Provide clear written statement supporting disposition decision and documentation within the AML software. Meet productivity and quality expectations. Reviews assigned watchlist filtering

Job Description What is the opportunity? Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client ac

Travere Therapeutics' global Investor Relations program focuses on building and maintaining effective two way communication with institutional investors, analysts, and the general public to most effectively educate and update stakeholders on the company's initiatives and performance, as well as obtain critical feedback to help guide the company's strategic planning. The M

Hybrid Wholesaler Job Location(s) US CA Los Angeles | US MA Boston Job ID 2024 1924 Category Sales/Business Development & Marketing Department Private Client Group Type Regular Full Time Position Summary This Hybrid Wholesaler within the RIA channel is responsible for driving sales and growth in assigned regions. This position plays a critical role in achieving asset grow

Identify and prioritize key strategic accounts Define, identify, and prioritize key strategic accounts that align with Novartis business strategy. Focus on Pharmacy, Private and Public Hospitals, and key healthcare providers. Develop and execute joint business plans Work closely with strategic accounts to develop and execute joint business plans tailored to their individu

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr

Investment Operations Analyst Job Family Professional/Managerial Type Regular Full Time Position Status Getty Center Workplace Type Hybrid/Partially Remote Salaried/Hourly Salaried Hiring Pay Scale $93,149 $123,421 Annually Salary Commensurate with experience and internal equity Program/Department Investment Administration 0210 Investment Administration Requisition Number

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr

Analyst, Fixed Income Group Job Location(s) US CA Los Angeles Job ID 2024 1933 Category Fixed Income Department Fixed Income Group Type Regular Full Time Position Summary Working under the direction of Generalist Portfolio Managers, this position will provide analytical and research support to the Generalist Portfolio Managers and the Co CIOs of the Fixed Income group at

Perform reviews of affordable housing projects awarded funding through the Federal Home Loan Bank of San Francisco's Affordable Housing Program ("AHP") to determine eligibility and compliance within program guidelines and regulatory requirements. Consult with and provide expertise on community investment programs and affordable housing compliance issues to Bank management

The Portfolio Manager is responsible for managing and growing a portfolio of dealer clients with lines of credit that range from $50,000 to $2,500,000 within the Inland Empire West (Riverside CA) geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of c