- Deloitte (San Jose, CA)
- …in technology, and the changing demands of their customers. Our clients include asset , wealth , and investment advisers and administrators from every sector of ... Manager, Industry Solutions, Investment Management , Real Estate What we do Join our...and growth strategy development. Using a combination of direct management and hands-on delivery, you will craft solutions for… more
- BlackRock (Sausalito, CA)
- …or related fields * 10+ years of experience in calculating performance for various asset classes at an investment management firm. * Intimate knowledge of Global ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.… 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 of our clients, from ... wealth advisors to family offices to endowments and foundations. **About the Role** Lead the engineering team and define the future of our cutting-edge equity… more
- Charles Schwab (Milpitas, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... to providean outstandinginvestor experience inadditionalto furthering your own professional development in Wealth Management . **What's in it for you** At Schwab,… more
- JPMorgan Chase (Los Angeles, CA)
- …fields including Legal, Investment Banking, Private Capital, Family Office, Valuation or Asset Management + Ability to travel within assigned markets **Preferred ... succession plans and objectives + Partner with our Wealth Advisors/ Wealth Strategists to advise on pre-...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Columbia Bank (Los Angeles, CA)
- …the presentation of potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance ... CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and wealth management , required. + Excellent relationship management , networking, and… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management . Has the ability to analyze client needs, identify ... SEC requirements for annual investment reviews. * Prepare operational reports for CNS Management to assist with the tracking and supervision of the Program accounts.… 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
- City National Bank (Beverly Hills, CA)
- …Minimum 4 years of experience with bank products and services (eg. deposits, wealth management , cash management , international, etc.) required. *Additional ... of all bank products and services (including, but not limited to Deposits, Wealth Management , Treasury Services, International, etc.) * Thorough understanding of… more
- Columbia Bank (Irvine, CA)
- …manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This ... and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. +… more