- Robert Half Finance & Accounting (San Francisco, CA)
- …providing fully customized, single-family-office-style services. Its integrated approach spans wealth strategy , investment management , family office ... Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office, RIA, or UHNW environment. + Experience… 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
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …DR patterns, and operational controls. + Establish platform SLAs and lifecycle management strategy (patching, versioning, deprecation). + Define and drive the ... delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At… more
- BlackRock (San Francisco, CA)
- …stock diversification, and after-tax multi- asset solutions. + Drive strategy performance diagnostics, calibration, and portfolio management research. + ... or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all our clients, from wealth… more
- BlackRock (Sausalito, 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
- Broadridge Financial Solutions (Sacramento, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... person for anything encryption services related + Help drive our PKI automation strategy with continual improvements in our security posture. + Keep abreast of… more
- S&P Global (San Francisco, CA)
- …the opportunity to work with a wide range of companies across multiple asset classes, from start-ups to mature private credit companies. The Sales Representative ... organized and focused approach to sales activity and pipeline management + Collaborate with our partners in Product, Commercial... + Collaborate with our partners in Product, Commercial Strategy , Client Engagement & Inside Sales to ensure iLEVEL… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …technology, hardware/software upgrades and licensing. This role oversees the staffing and management of personnel in the IT, IS, and Clinical Data Analyticsareas. ... include budget development and adherence, contract and outsourced work, vendor management and system selection. About TVHC: Tiburcio Vasquez Health Center is… more
- Carrington (Anaheim, CA)
- …Carrington Mortgage Holdings is a holding company whose primary businesses include asset management , mortgages, real estate transactions and real estate ... will be part of the Learning & Leader Development management team, this role is responsible for developing and...this role is responsible for developing and driving the strategy and execution of learning initiatives in conjunction with… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... include financial and cash flow analysis, collateral evaluation, risk mitigation strategy development, and preparation of required monthly and quarterly reports. The… more