- Deloitte (Sacramento, CA)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... expand our research and insights agenda across the investment management and wealth management marketplaces....an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and… more
- Charles Schwab (San Francisco, CA)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab Wealth & Asset Management Engineering (WAME) Technology is part of ... harness the state-of-the-art technologies for differentiating Schwab portfolio research, asset & wealth management . The...the "Best IT Team of the Year" and the " Asset Manager Digital Tool of the Year".… more
- Bank of America (Beverly Hills, CA)
- …integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management … more
- Broadridge Financial Solutions (Sacramento, CA)
- …technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we ... and teammates + Communicate with auditors, clients and senior management + Work on assimilating digital assets...We believe that our associates are our most important asset . Encouraging professional development opportunities is a core part… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we ... with multiple teams including Product, Technology, Implementations, Business and Senior Management + Work with the BR Customer Communications Onboarding PMO through… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we ... addition, we are the 24/7/365 support for Broadridges Client Relations teams (Account Management ) across the country. When issues arise, a Client Ops Rep will… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we ... such as updating compliance trackers, filing documentation, and preparing reports for management review. Qualifications: + 5+ years experience working as an Sr.… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we ... data technologies. + Solid foundation in data governance, data quality management , and metadata management principles. + Exceptional analytical, organizational,… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we ... the job match customer requests and achieves throughput goals assigned by management . Reports to supervisor. + Acts as a leader to Insert/High-Speed/Cutsheet Insert… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we ... DR patterns, and operational controls. + Establish platform SLAs and lifecycle management strategy (patching, versioning, deprecation). + Define and drive the MQ… more