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This colleague will be the Chief Compliance Officer for City National Rochdale Investments (CNR) and all comingled funds (public and private) operated by CNR. The CCO is responsible for the creation and administration of compliance programs for the entire advisory complex. The CCO will direct, develop, implement, and maintain written policies and procedures governing all compliance activities for
Posted 2 days ago
The New Accounts Analyst works with branch and department colleagues on all aspects of the client on boarding process. Collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate. Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager
Posted 3 days ago
This position is responsible for contributing to overall branch sales efforts, maintaining first in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. Provides expertise in all aspects of providing exemplary client service and assisting clients with any transaction. Engage in completing all cashiering requests, work with clients to ensure
Posted 5 days ago
Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accompl
Posted 6 days ago
The Portfolio Analyst has primary responsibility for trade implementation and strategic rebalancing of new and existing client accounts. This involves regularly making and implementing tactical investment decisions for clients and/or recommending client investment selections from a broad range of individual securities after consideration of the Asset Allocation Committee Investment Policy statemen
Posted 12 days ago
Develops and manages client relationships with high net worth and ultra high net worth individuals and families within a specific market. Provide integrated financial services advice to these clients including banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the por
Posted 17 days ago
Develops and manages client relationships with high net worth and ultra high net worth individuals and families within a specific market. Provide integrated financial services advice to these clients including banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the por
Posted 17 days ago
City National Bank was founded by entrepreneurs for entrepreneurs during the 1954 boom in Los Angeles. That legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. After merging into the Royal Bank of Canada's family of companies in 2015, City National is an indirect, wholly owned subsidiary of RBC and stands strong with $45 billion in asset
Posted 1 month ago
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 Regional Private Client Advisor team in business development and relationship management activities to support investment management prospects and clients. At this level, produces, inter
Posted 1 month ago
35% Management Activities Manages business development sales team and associated support staff. Actively recruits, selects, develops, and motivates the staff to achieve the sales objectives of the bank. Ensures individual and team new business goals are being achieved. Reviews sales activity and sales goals versus actual results on a regular basis with staff. Provides direct sales coaching by join
Posted 1 month ago
Outside Sales Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example realtors, attorneys, CPAs, business managers, financial advisors) that fit within the banks overarching financial strategy. Calls on clients or their designated representative's and referral s
Posted 1 month ago
Manages all functions of assigned branch with particular emphasis on managing a client driven sales and service environment. This may be accomplished through active calling efforts and referrals from existing clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy by referring new business t
Posted 2 months ago
Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives.
Posted 2 months ago
Participates in the loan management process by providing credit and loan underwriting expertise to a team of Entertainment Relationship Managers. Analyzes prospective loan transactions and credit worthiness of borrowers. Provides opinions and recommendations regarding proposed credit and potential risks. Ensures all due diligence and background evaluation is complete and thorough before credit app
Posted 2 months ago
Senior Curriculum Designer is responsible for knowledge and skill development of colleagues by designing, developing, managing, and implementing comprehensive learning solutions to achieve business objectives of High Net Worth Investment Management Team at CNR/CNB. This position will work closely with the investment management line of business, and partner with subject matter experts to provide hi
Posted 3 months ago
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