Top 402 Banking relationship manager Jobs in Irvine Ca

Senior Vice President, Fiduciary
BNY —Newport Beach, CA
- Full-time
- Office
- Business development
- Bachelor's degree
13d
De Novo Bank Manager
BMO Financial —Mission Viejo, CA
- $74,000 - $138,000 a year
- Part-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Manager - Treasury M&A and Transformation
Deloitte —Costa Mesa, CA
- $141,200 - $278,300 a year
- Full-time
- 6 years
- CPA
- Bachelor of Science
Chief Financial Officer - Property Management - CORP
Aperto Property Management, Inc —Irvine, CA
- $185,000 - $215,000 a year
- Full-time
- 7 years
- CPA
- Office
- Disability insurance
- Health insurance
Quick Apply
Senior Business Banker
Sunwest Bank —Irvine, CA
- $25 - $32 an hour
- Extended hours
- Microsoft Excel
- Heavy lifting
- Mid-level
Quick Apply
De Novo Bank Manager
BMO Financial —Long Beach, CA
- $81,400 - $151,800 a year
- Part-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
De Novo Bank Manager
BMO Financial —Garden Grove, CA
- $74,000 - $138,000 a year
- Part-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Director of Financial Operations
Tax Relief Advocates —Irvine, CA
- $150,000 - $185,000 a year
- Office
- 8 years
- Organizational skills
Quick Apply
4d
Relationship Manager I
City National Bank —Irvine, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Quick Apply
De Novo Bank Manager
BMO Financial —Anaheim, CA
- $74,000 - $138,000 a year
- Part-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Sales Representative Entry Level
Leininger Region - Aflac —Irvine, CA
- $68,200 - $87,800 a year
- Full-time
- Hybrid work
- 18 years or older
- Writing skills
- High school diploma or GED
- Work from home
- Opportunities for advancement
Quick Apply
5d
Underwriting Specialist OR Executive Underwriter - Large Contract Surety
Zurich Insurance Company Ltd. —California
- $75,000 - $165,000 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Business development
Business Services Manager, Senior
County of Orange —Orange County, CA
- $127,878.40 - $177,132.80 a year
- Full-time
- Microsoft Excel
- 6 years
- Microsoft Outlook
4d
AVP, HOA Relationship Manager - Call Center
Banc of California —Brea, CA
- Computer literacy
- Mid-level
- Microsoft Office
- Paid parental leave
- Health savings account
SVP, Relationship Manager, Commercial Banking - Orange County
Banc of California —Anaheim, CA
- $145,000 - $243,000 a year
- Word processing
- Computer literacy
- Basic math
- Paid parental leave
- Health savings account
Business Banking Relationship Manager
BMO Financial Group —Long Beach, CA
- $65,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement
6d
Technology Delivery Manager
Farmers and Merchants Bank of Long Beach —Seal Beach, CA
- $129,584 - $240,656 a year
- Full-time
- Computer science
- Computer Science
- Office
Quick Apply
10d
Client Banking Officer (Temporary up to 90 days)
Banc of California —Santa Ana, CA
- Temporary
- Mid-level
- Office
- High school diploma or GED
Wire Specialist
NANO BANC —Irvine, CA
- $30 - $36 an hour
- Research
- Mid-level
- Office
Quick Apply
9d
De Novo Bank Manager
BMO Financial Group —Anaheim, CA
- $74,000 - $138,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement

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Senior Vice President, Fiduciary

BNY -
Newport Beach, CA

Apply Now

Job Details

Full-time
13 days ago

Qualifications

Estate administration
Customer relationship building
Fiduciary duties
Wills, trusts & estate law

Full Job Description

The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. In that role, the Principal coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Responsible for developing and expanding the fiduciary practice in coordination with the growth plan for the regional office. Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Will be expected to assess, identify and escalate/address risk-related issues. The Principal will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more Fiduciary staff on complex accounts to gain breadth/depth of knowledge. In some instances, this role may be focused on Estate settlements. Specific knowledge as to the settlement of estates and probates will be required. Additionally, this role may be required to administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. The Principal independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. Client service: Frequent and regular/scheduled interaction with clients, including in-person client meetings. Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework.Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. Business development: Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. Work with teams on opportunities sourced by other functional team members.Risk and Compliance: Expected to adhere to all policies, procedures and regulations. Timely completion of all assigned compliance tasks is required. Training, development, and mentoring: Continuous learning is expected. Serves as a role-model, and mentors and trains less-experienced team members. No direct reports; provides guidance to less experienced Relationship Managers as needed.Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice.MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTSBachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred or equivalent work experience. 10+ years of experience in fiduciary administration, including fiduciary taxation, and have managed larger and more complex client relationships. The qualified candidate must be self motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. JD, CTFA, CFP strongly preferred. Complimentary professional designations a plus..BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.Minorities/Females/Individuals with Disabilities/Protected Veterans.Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Apply Now

Refine Your Search

banking relationship manager jobs in irvine ca

Senior Vice President, Fiduciary

De Novo Bank Manager

Manager - Treasury M&A and Transformation

Chief Financial Officer - Property Management - CORP

Senior Business Banker

De Novo Bank Manager

De Novo Bank Manager

Director of Financial Operations

Relationship Manager I

De Novo Bank Manager

Sales Representative Entry Level

Underwriting Specialist OR Executive Underwriter - Large Contract Surety

Business Services Manager, Senior

AVP, HOA Relationship Manager - Call Center

SVP, Relationship Manager, Commercial Banking - Orange County

Business Banking Relationship Manager

Technology Delivery Manager

Client Banking Officer (Temporary up to 90 days)

Wire Specialist

De Novo Bank Manager

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