- DataVisor (Mountain View, CA)
- …ensuring successful onboarding, adoption, and long-term value realization + Understand client business models, fraud/ AML risk exposure, and operational needs to ... and enrichment of any data, DataVisor's fraud and anti-money laundering ( AML ) solutions scale infinitely and enable organizations to act on fast-evolving… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- SolomonEdwards (Sacramento, CA)
- …compliance, and control environments. The consultant will serve as a strategic advisor and subject matter expert across complex modeling frameworks and regulatory ... delivery against audit commitments, monitor resourcing, and manage timelines to meet senior management expectations. . Develop and contribute to the annual audit… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... fund transfers, property taxes, and insurance procurement + Assist with personal/ business banking needs and archive relevant documents Financial Reconciliation &… more