Top Tech Jobs & Startup Jobs in Los Angeles, CA

Acquire, retain, and deepen a portfolio of large business clients. Provide customized deposit, cash management, credit, and financial solutions; prospect for new relationships; develop referral networks; advise business owners; coordinate onboarding and product specialists; and manage risk and regulatory compliance. The role requires strong business development, relationship management, credit underwriting knowledge, negotiation, communication, and organizational skills.

Manage a portfolio of 100-130 small business clients, provide tailored business deposit, cash management and credit solutions up to ~$500K, acquire and retain clients, perform in-person relationship calls, collaborate with internal specialists, and follow risk management and regulatory protocols to protect the firm while delivering excellent client service.

Manages and deepens a portfolio of large business clients, providing deposit, cash management, credit, treasury, and customized financial solutions. Builds relationships, retains clients, identifies growth and referral opportunities, supports business credit transactions, and partners with internal specialists. Conducts client meetings, advises business owners on personal and business financial needs, ensures seamless product onboarding, and follows risk management and regulatory controls.

Manage and grow a portfolio of 100–130 small-business clients, providing customized deposit, cash management, credit, and financial solutions. Acquire new clients, conduct relationship-building meetings, identify business and personal financial needs, coordinate referrals to specialists, and balance client service with portfolio profitability and risk management. Support assigned branches, follow regulatory requirements, and maintain strong client and internal relationships.

Leads a market-based team of Financial Advisors, building a customer-focused culture and driving advisor recruitment, coaching, performance, and development. Partners with branch, business banking, and home lending teams to deliver integrated financial solutions. Oversees supervisory, administrative, operational, risk, and control responsibilities while promoting technology adoption, diversity, and strong customer service. Requires extensive advisor management experience, active FINRA licenses, strong investment product knowledge, and 50% travel.

Supports Treasury Management Officers with client proposals, Treasury solution design, profitability and pricing analysis, relationship materials, customer research, pipeline management, and implementation coordination. The role develops expertise in cash management products, competitor positioning, pricing, billing, and client needs while contributing to sales targets and portfolio growth. It is designed as a three-year development path toward more senior Treasury Solutions or Treasury Management Officer roles.

Presents investment products, capital markets views, and portfolio strategies to wealth management advisors and clients. Covers a territory of 300–400 advisors across multiple regions, leads advisor workshops and group presentations, conducts one-on-one meetings, supports new business opportunities, and partners across disciplines on investment solution presentations. Requires strong product expertise, storytelling, territory management, communication, and licensed securities and insurance sales experience.

Generates new treasury management business, expands existing client relationships, and delivers consultative financial solutions. Develops localized market and product strategies, partners with bankers and product teams, leads client business process reviews, and provides thought leadership on working capital solutions. Manages non-credit risk and relationship profitability while meeting sales goals and positioning complex treasury products.

Supports Vice Presidents in managing commercial banking client portfolios and executing Standby Letters of Credit end to end. Advises clients and bankers on LC structuring, coordinates credit, legal, compliance, and trade finance partners, manages onboarding and lifecycle activities, resolves complex documentation and collateral issues, and provides status updates. Analyzes portfolio trends, supports pricing and prospecting, prepares client-facing materials, and ensures accurate deal reporting and high-quality client service.

Sell and grow payments business within the Regulated Gaming segment by developing new and existing client relationships, driving cross-sell opportunities, coordinating with internal product, legal, risk and implementation teams, managing RFP/RFI and proposal processes, and ensuring compliance and AML/KYC risk management.