• Private Banking Advisor

    CIBC (Newport Beach, CA)
    …degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP, CFA , CTFA or CPA preferred. + Series 7, 63 and 65, or 66, will ... not be held or required. California residents - your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html) At CIBC, we offer a competitive total rewards package. This… more
    CIBC (07/30/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Sacramento, CA)
    …**About** **You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA , CIMA, CFP, CWS, CEPA, or AIF, required. + 5+ years of ... experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager. + Strong marketing and business development skills, keeping the best interest of the client in mind. + Ability to… more
    Umpqua Bank (07/26/25)
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  • Aladdin Client Transformations - Front Office,…

    BlackRock (San Francisco, CA)
    …leadership experience + Program management experience + Relevant professional certifications (eg, CFA , FRM, CAIA) are highly desirable For San Francisco, CA and New ... York, NY Only the salary range for this position is USD$115,000.00 - USD$190,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a… more
    BlackRock (07/26/25)
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  • Citi Private Bank - Director, Investment Counselor

    Citigroup (Beverly Hills, CA)
    …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced judgment ... and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. + US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities… more
    Citigroup (07/26/25)
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  • Investor Relations Director, CBRE Investment…

    CBRE (Los Angeles, CA)
    …preferred. + Strong presentation and communication skills, both verbal and written + MBA, CFA or CAIA credentials is a plus. + VBA, Python and automation experience ... is a plus. + Willing to work in the downtown LA office for a minimum of four days a week. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future \#INDSJ \#CBREIM CBRE Investment… more
    CBRE (07/24/25)
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  • Group Product Manager/ Principal Product Manager

    Intuit (Mountain View, CA)
    …at every level + Relevant undergraduate degree required; advanced degree like MBA/CPA/ CFA preferred **How you will lead** * Establish a high-performance culture ... through rigorous product management craft, ambitious goals and effective delivery * Collaborate with your team and stakeholders to create and regularly refine product vision, strategy and roadmaps to accelerate use case maturity* Create a network throughout… more
    Intuit (07/24/25)
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  • Asset-Based Finance (ABF) Portfolio Management…

    MUFG (Los Angeles, CA)
    …aspects of the business. **Requirements:** + A Bachelor's degree, ideally with a business major. A CFA Level 1, 2 or 3 or an MBA is a plus. + A minimum of ... 10 years of relevant corporate banking experience; with specific experience in asset-based lending a plus. + Experience managing a bank group as agent bank. + Ability to manage problem loan and restructuring activities with expertise drawn from experience with… more
    MUFG (07/24/25)
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  • Sr. Liquidity Sales Specialist

    Citizens (Irvine, CA)
    …and motivated to achieve results Education + Bachelors Degree required + MBA, CFA , and CTP preferred Pay Transparency The salary range for this position is ... $175,000 - $205,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical,… more
    Citizens (07/21/25)
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  • Restructuring & Turnaround Consulting Associate…

    Huron Consulting Group (San Francisco, CA)
    …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst ( CFA ) The estimated base salary range for this job is $120,000 - ... $160,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to… more
    Huron Consulting Group (07/18/25)
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  • Real Estate & Construction Advisory Manager…

    Grant Thornton (San Francisco, CA)
    …clients or projects at a national level required. + CPA, CFE, CMA, CFA , CCA, CIA, PMP, PMBOK or other industry related certifications required. + Preferred ... experience in management consulting, internal audit, regulatory compliance, and/or forensic engagements. + Proven capabilities in performing advisory services in the real estate and/or construction industries. + Strong computer skills, including proficiency in… more
    Grant Thornton (07/18/25)
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