- Robert Half Finance & Accounting (San Francisco, CA)
- …and guide team members on complex planning topics + Maintain and update the Wealth Management Scorecard for each client + Manage CRM documentation and ensure ... designation required + Minimum of 4 years of experience in financial planning, wealth management , or related fields + Proficiency in Microsoft Office Suite;… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …outcomes. Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation ... Acting as the first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering… more
- Wellington (San Francisco, CA)
- …also have the following qualifications: + Deep understanding of financial markets and asset management industry. + Proven aptitude for sales, paired with strong ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...in partnership with the Business Development Managers to generate asset flows in their region. This role will also… more
- BlackRock (San Francisco, CA)
- …or New York BlackRock is a world-class provider of global investment management , risk management and advisory services to institutional, intermediary and ... range of solutions - from meticulous fundamental and quantitative active management approaches aimed at increasing outperformance to highly efficient indexing… more
- BlackRock (San Francisco, CA)
- …or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all our clients, from wealth ... Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management , operating under BlackRock's SMA Solutions business. QIS is responsible for… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales. +...management + Execute on strategic vision of the Wealth and Investment Management (WIM) group of… more
- CIBC (San Francisco, CA)
- …Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative services. ... discussed at the time of your interview._ **How you'll succeed** **Client Relationship Management & Service Delivery** + Serve as the primary contact for day-to-day… more
- JPMorgan Chase (San Francisco, CA)
- …to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office, RIA, or UHNW environment. + Experience ... providing fully customized, single-family-office-style services. Its integrated approach spans wealth strategy, investment management , family office administration,… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of current ... representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational… more