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Portfolio Manager Associate
City National Bank - Lake Mary, FL
PORTFOLIO MANAGER ASSOCIATE WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. WHAT WILL YOU DO? Partner with portfolio managers ...
Secondary Marketing Quality and Delivery Leader
City National Bank - Tallahassee, FL
SECONDARY MARKETING QUALITY AND DELIVERY LEADER WHAT IS THE OPPORTUNITY? Responsible for building and leading Secondary Marketing's pre-delivery QC and collateral management processes. Provides mentorship and guidance to less experienced back-office personnel. Team player with the ability to drive both speed and integrity of all delivery activities...
Wealth Strategist (Financial Planner)
City National Bank - Tallahassee, FL
WHAT IS THE OPPORTUNITY? This position is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experienc...
Business Development Officer Senior SBA
City National Bank - Miami, FL
BUSINESS DEVELOPMENT OFFICER SENIOR SBA WHAT IS THE OPPORTUNITY? Performs business development activities in assigned sales territory. Supports City National Bank ("CNB") network of business units. Analyzes needs of prospects and provides information about Bank products and services that can enhance client's financial position specifically through government guaranteed products...