- Robert Half Finance & Accounting (Mountain View, CA)
- …skills + Proficiency in Microsoft Office and familiarity with CRM systems, portfolio management tools, and custodial platforms (eg, Schwab, Fidelity) + ... Advisory | San Francisco Bay Area A purpose-driven wealth management firm in the Bay Area is seeking a...and internal specialists to ensure integrated advice + Oversee investment policy implementation and portfolio rebalancing +… more
- PennyMac (Westlake Village, CA)
- …business focused on the production and servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac, our ... mortgage journey. A Typical Day As an Identity Access Management Architect , you will be the principal owner...and OpenID Connect (OIDC) to securely integrate a diverse portfolio of SaaS, cloud applications, and internal applications. +… more
- Columbia Bank (Los Angeles, CA)
- …requires expertise in simple to intermediate estate planning, tax planning and advanced investment management . + Primary role is to pursue business development ... senior and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management … more
- Zions Bancorporation (Palo Alto, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... new and existing clients. + Focuses on generating, managing and servicing a portfolio of clients. + Responsible for generating, retaining and expanding business in… more
- Sodexo (San Francisco, CA)
- …- Airline Lounges** to lead, grow, and elevate a growing airport lounge portfolio across the US This high-impact, multi-site leadership role requires a visionary ... You'll be at the forefront of business expansion, client relationship management , and operational excellence, all while ensuring an unforgettable guest experience.… more
- Columbia Bank (San Jose, CA)
- …and review client relationships on an ongoing basis, including loan origination, portfolio management , and audit readiness. + Community Engagement: Promote ... to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include investments , trust, financial… more
- Marriott (Glendale, CA)
- …**Schedule** Full Time **Located Remotely?** N **Position Type** Management **Bonus Eligible:** Y **JOB SUMMARY** + Bonus Eligible ... strategy, managing profitability, managing revenue generation, and delivering a return on investment to both Marriott International and ownership. Leads the team in… more
- Fujifilm (Cypress, CA)
- **Position Overview** The Regional Facilities Manager is responsible for the management of operations services within a Fujifilm USA facility including the building ... integration of telecommunication, security, safety, ISO 14001, vendor, and contractor management programs. This position is responsible for a regional Fujifilm… more
- UMB Bank (Sacramento, CA)
- …and underwriting of new SBCRE (Small Balance Commercial Real Estate) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance ... credit analysis, regional commercial banking, business banking, special asset management group, loan review, public finance, capital markets and international… more
- Humana (Sacramento, CA)
- …use of program standards and templates to scale excellence across the cybersecurity portfolio . Success in this role is measured by the ability to drive cohesive ... alignment across capabilities and shape narratives for senior leadership and portfolio reviews + Coordinate Agile, project, and operational workstreams to ensure… more