Assistant Project Manager jobs in United States, California, Long Beach

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

• Has proven success in consultative sales in financial services or in business-to-business sales
• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
• Is passionate about outside sales and enjoys spending time prospecting
• Wants to enhance existing relationships and exceed sales goals
• Can analyze financial conditions of clients and industry trends
• Can understand and interpret financial statements and cash flow analysis
• Has excellent communication skills and demonstrated leadership ability
• Enjoys partnering and negotiating with a team of bank employees to solve client issues
• Demonstrated management of a client portfolio with focus on relationship development and deepening
• Thorough knowledge of small business financial products and services
• Familiarity with CRM platforms and other banking systems
• Bilingual in Vietnamese

Desired Qualifications:

• Community leadership
• Strong computer skills with an ability to multitask in a demanding environment
• Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
• Bilingual in Vietnamese

Skills:

• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Credit Documentation Requirements
• Financial Analysis
• Oral Communications
• Prioritization
• Written Communications
• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Prospecting
• Risk Management

About this role:

to support

In this role, you will:

• Support moderately complex administrative tasks

• Assist in routine payroll processing, record keeping, and reports preparation

• Work closely with both internal and external customers to meet required service needs

• Perform moderately complex administrative, transactional, operational, and customer support tasks

• Receive direction from supervisors regarding routine administrative process

• Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line

• Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization

Required Qualifications:

• 2+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience working in the financial services industry

• Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments

• Experience working with project management

• Ability to handle confidential material in a professional manner

• Excellent verbal, written, and interpersonal communication skills

• Strong attention to detail and accuracy skills

• Strong organizational, multi-tasking, and prioritizing skills

• Ability to answer and manage multiple phone lines

• Experience supporting senior level leaders/executives

• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

• Position will require onsite presence

• Relocation assistance is not available for this position

• This position is not eligible for Visa sponsorship

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

In this role you will:
• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:
• 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of leadership experience

Desired Qualifications:
• Management experience including hiring, coaching, and developing direct reports
• Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
• Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
• Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
• Experience building and maintaining effective relationships with customers, internal partners and within the community
• Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
• Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
• Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention
• Ability to interact with integrity and professionalism with customers and employees
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:
• Ability to work a schedule that may include most Saturdays
• Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location

•• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• This position is not eligible for Visa sponsorship

7621 E. Edinger Ave, Huntington Beach CA 92648

301 E. 17th St, Costa Mesa CA 92627

10060 Slater Ave, Fountain Valley CA 92708

2300 Harbor Blvd, Costa Mesa CA 92626

2970 Harbor Blvd, Costa Mesa CA 92626

9971 Adams Ave, Huntington Beach CA 92648

16531 Bolsa Chica St, Huntington Beach CA 92648

2750 W. Coast Hwy, Newport Beach CA 92663

19840 Beach Blvd, Huntington Beach CA 92648

5 Corporate Plaza, Newport Beach CA 92660

21103 Newport Coast Dr, Newport Beach CA 92657

4590 MacArthur Blvd, Newport Beach CA 92660

3925 Bristol St, Santa Ana CA 92704

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

Specific responsibilities include, but are not limited to:

• Managing the branch's Wealth Management Client Associates and Service Support Staff

• Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures

• Driving business growth byleading the service delivery model and wealth management banking strategy for their respective market

• Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

• Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank’s client service expectations and operational excellence goals

• Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

• Resolving complex, escalated client service and operational needs

• Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

• Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications:

• Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

• Minimum of 5+ years professional experience ​

Key Qualifications for the role:

• Current or previous Merrill Wealth Management experience strongly preferred

• Self-motivated and client centric

• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

• Prior trend analysis experience

• Strong customer service, problem resolution, and communication skills

• Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

• Bachelor’s degree or equivalent work experience

Skills:

• Compensation Analysis

• Performance Management

• Process Performance Management

• Referral Management

• Workforce Planning

• Due Diligence

• Internal Audit Review

• Leadership Development

• Recruiting

• Risk Management

• Client Management

• Customer Service Management

• Employee Counseling

• Succession Planning

• Trade Operations Management

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
• Attends client review meetings to assist with relationship deepening conversations
• Executes on the team service model, including engaging with specialists/partners to address client's needs
• Manages aspects of the client relationship process, including client onboarding and resolving escalations
• Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

Skills:

• Account Management
• Business Acumen
• Client Management
• Client Solutions Advisory
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Client Investments Management
• Customer Service Management
• Process Simplification

Required Qualifications:

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Ability to lead through collaboration and influence without direct authority
• Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and support sound decisions
• Ability to research escalated client issues for response/resolution​

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

High School Diploma / GED / Secondary School or equivalent

This job is responsible for the implementation of the bank's physical security programs, policies, and procedures throughout a market or region. Key responsibilities include crisis and incident management and documentation, conducting routine threat vulnerability assessment surveys, contributing to security related projects, and managing a guarding force and other security vendor relationships. Job expectations include maintaining quality connections with various business partners throughout the markets to facilitate awareness and training of security programs and initiatives.

Responsibilities:

• Investigates, responds to, and documents incidents following specified times and processes, including in-person response as appropriate

• Conducts Threat Vulnerability Assessments on facilities and implements recommendations to reduce the identified risks

• Partners with Life Safety and Threat Management on incidents to assess behaviors and activities and help ensure the safety of our facilities and people

• Drives relationships across all lines of business in a geographic area, ensuring the Front Line Units are connected to security and related reporting channels

• Ensures accuracy of invoices and adherence to budgets

• Maintains relationships with facility and security vendors and provides project support to ensure physical security best practices

• Supports executive protection and major events support on an as needed basis

• Oversees, coordinates, and provides direction to on-site management when dealing with crises or emergency events and trains teams on appropriate security, safety, and risk mitigation strategies.

• Builds and maintains relationships with all levels of management and key stakeholders, such as local market leaders, financial center managers, facility managers, and external security experts to ensure adherence to local, state, and federal law.

Required Qualifications:

• Must have 4+ yrs experiences in either prior law enforcement, investigative experience, or military special operations experiences.

• Excellent Communication Skills (verbal and written) and be able to interact with internal and external customers/leadership.

• Critical Thinking skills - have demonstrated abilities to make critical decisions during critical events.

• Proven ability to develop effective relationships across divisional lines and to work with all levels of the company, including senior management.

• Demonstrated ability to be self-motivated/self-starter.

• Strong Influencing skills - can interact and work closely with internal and external stakeholders.

• Must have adaptability - be able to understand the different lines of business in the bank and tailor solutions to meet their needs.

• Proficient computer skills – working with MS Office suite.

• Valid Driver’s License

• Must be able to provide own transportation to respond in a timely fashion to events

Desired Qualifications:

• Bachelor’s Degree or equivalent years of law enforcement, corporate security experiences

Skills:

• Issue Management

• Crisis Management

• Facilities Management

• Attention to Detail

• Decision Making

• External Resource Management

• Policies, Procedures, and Guidelines Management

• Access and Identity Management

• Customer and Client Focus

• Stakeholder Management

• Analytical Thinking

• Critical Thinking

• Executive Presence

• Presentation Skills

• Problem Solving

Skills:

• Attention to Detail

• Crisis Management

• Decision Making

• Facilities Management

• Issue Management

• Access and Identity Management

• Customer and Client Focus

• External Resource Management

• Policies, Procedures, and Guidelines Management

• Stakeholder Management

• Analytical Thinking

• Critical Thinking

• Executive Presence

• Presentation Skills

• Problem Solving

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities. Key responsibilities include supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. Job expectations include working independently or with minimal guidance, while keeping the ME and Division Supervision Executive informed on significant matters.

What you’ll accomplish:

• Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices

• This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved

• Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk

• Coach advisors in supporting the company strategy and continuing to grow their businesses.

Responsibilities:

• Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel

• Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures

• Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct

• Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite

Required Qualifications:

• Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses

• Series 3, 31 licenses, if warranted

• Minimum of 5+ years professional experience

• Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products

Key Qualifications for the role:

• Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way

• A deep appreciation and understanding of our client centric strategy

• Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation

• Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk

• Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction

• Strong time management and organization skills with the ability to prioritize appropriately

Desired Qualifications:

• Bachelor's degree or equivalent work experience

• Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​

Skills:

• Decision Making

• Influence

• Negotiation

• Problem Solving

• Risk Management

• Adaptability

• Business Acumen

• Collaboration

• Oral Communications

• Relationship Building

• Business Operations Management

• Client Solutions Advisory

• Planning

• Talent Development

• Written Communications

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.