The Associate Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge and experience to ultimately offer BNY Mellon Wealth Management's full suite of services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence. Individual will have exposure to local partners (Regional Management, Wealth Managers/Client Strategists) that will p...

Client Service - IC1 Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Mellon products and services representing a limited nu...

The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client. Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships....

The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client. Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships....

The Senior Client Strategist will focus on selling BNY Mellon Wealth Management's full suite of services to ultra-high net worth individuals primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers in the region. The Client Strategist seeks to help BNY Mellon grow its business by finding new clients whose wealth circumstances will be well served by BNY Mellon s unique va...

Oversees all aspects of Private Wealth Management product, service, and sales delivery in an expansion or start up region. Full P&L responsibility for portfolio management and sales in region. Management of staff (typically 10-30 employees including indirect reports). Development of regional strategy and execution. Reporting to a National Director, the President of the Region will participate in the determination of the business' overall strategic plan and will lead the translation and i...

Are you looking for a challenging career change with a positive impact?  We have a great opportunity for you!    Air Products and Chemicals, Inc., a world-leading manufacturer of industrial gases, has an immediate opening for an ACCOUNT MANAGER in the HyCO Americas business segment based in Newport Beach, California. Position Summary Air Products and Chemicals, Inc has experienced growth in Southern California and the surrounding area, tapping into our expertise as the world leade...

The Senior Client Strategist will focus on selling BNY Mellon Wealth Management's full suite of services to ultra-high net worth individuals primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers in the region. The Client Strategist seeks to help BNY Mellon grow its business by finding new clients whose wealth circumstances will be well served by BNY Mellon s uniqu...

Are you looking for a challenging career change with a positive impact?  We have a great opportunity for you!    Air Products and Chemicals, Inc., a world-leading manufacturer of industrial gases, has an immediate opening for an ACCOUNT MANAGER in the HyCO Americas business segment based in Newport Beach, California. Position Summary Air Products and Chemicals, Inc has experienced growth in Southern California and the surrounding area, tapping into our expertise as the world leade...

Posting Date Mar 05, 2020 Job Number 20028194 Job Category Food and Beverage & Culinary Location Lido House, Autograph Collection, 3300 Newport Boulevard, Newport Beach, California, United States VIEW ON MAP Brand Autograph Collection Hotels Schedule Full-time Relocation? No Position Type Management Start Your Journey With Us Marriott's Autograph Collection features a select group of upscale and luxury independent partner hotels, each with its own distinct personality, experience, style and feat...

Posting Date Feb 11, 2020 Job Number 20018637 Job Category Rooms and Guest Services Operations Location Newport Beach Marriott Bayview, 500 Bayview Circle, Newport Beach, California, United States VIEW ON MAP Brand Marriott Hotels Resorts /JW Marriott Schedule Full-time Relocation? No Position Type Management Start Your Journey With Us Marriott International portfolio of brands includes both JW Marriott and Marriott Hotels. Marriott Hotels , Marriott International’s flagship brand with more than...

The incumbent would be assigned to a senior high performing ($330,000/year in revenues) Sales Officer Mentor to serve in a mentor capacity. The mentor's role would be to facilitate the development of the Sales Officer to be revenue - producing member of the Regional Sales Team. The primary responsibility of the position is to source referral sources and prospects and closing of new business with the mentor, with a focus on the sales aspect of the process. The incumbent will be exposed to the...

Posting Date Jan 30, 2020 Job Number 20012966 Job Category Event Management Location Renaissance Newport Beach Hotel, 4500 MacArthur Blvd, Newport Beach, California, United States VIEW ON MAP Brand Renaissance Hotels Schedule Full-time Relocation? No Position Type Management Start Your Journey With Us You were always one of those curious kids who opened every cabinet, peeked behind every door, and never ceased to ask "why" when given an explanation. Today, you bring your personal style to every ...

The Senior Director Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to our largest and most complex clients regarding investment, trust and estate, insurance, tax and banking needs. S/He works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies tha...

At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustaina...

The Senior Director Team Leader leads a group of Wealth Managers and Sr. Wealth Managers responsible for an assigned group of client relationships. S/He, along with the team, serves as the trusted advisor to high net worth clients and their families and provides comprehensive guidance to their clients regarding investment, trust and estate, insurance, tax and banking needs. The Senior Director Team Leader will develop thoughtful strategies that enhance client service delivery and manage risk. Th...

Posting Date Jan 20, 2020 Job Number 20001349 Job Category Spa Location Lido House, Autograph Collection, 3300 Newport Boulevard, Newport Beach, California, United States VIEW ON MAP Brand Autograph Collection Hotels Schedule Part-time Relocation? No Position Type Non-Management/Hourly Start Your Journey With Us Marriott's Autograph Collection features a select group of upscale and luxury independent partner hotels, each with its own distinct personality, experience, style and features. Located ...

Posting Date Jan 10, 2020 Job Number 20005259 Job Category Finance and Accounting Location Lido House, Autograph Collection, 3300 Newport Boulevard, Newport Beach, California, United States VIEW ON MAP Brand Autograph Collection Hotels Schedule Full-time Relocation? No Position Type Non-Management/Hourly Start Your Journey With Us Marriott's Autograph Collection features a select group of upscale and luxury independent partner hotels, each with its own distinct personality, experience, style and...

Posting Date Jan 09, 2020 Job Number 20004207 Job Category Rooms and Guest Services Operations Location Newport Beach Marriott Bayview, 500 Bayview Circle, Newport Beach, California, United States VIEW ON MAP Brand Marriott Hotels Resorts /JW Marriott Schedule Full-time Position Type Non-Management/Hourly Start Your Journey With Us Marriott International portfolio of brands includes both JW Marriott and Marriott Hotels. Marriott Hotels , Marriott International’s flagship brand with more than 500...

The Senior Portfolio Analyst will assist the Wealth Managers with managing all aspects of our client relationships. Associates work with our internal partners in Private Banking, Service Delivery, Trading and Marketing to meet our clients wealth management needs. Daily responsibilities include, but are not limited to, preparing client presentation materials, monitoring cash balances, facilitating transfers, gifts and opening new accounts. Associates will interact directly with our clients to add...