- Robert Half Finance & Accounting (San Mateo, CA)
- …elite asset management firm. + Career growth in client servicing, investment communications, and marketing. + Exceptional benefits including: + 50% 401k match + ... (DOE) Jennifer Fukumae is partnering with a high-performing, collaborative investment team managing tens of billions in assets for...sharing + cash balance retirement plan + Education reimbursement ( CFA , CIMA, CIPM encouraged) This is not just a… more
- Columbia Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado San Diego, ... solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance...+ Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years… more
- Intuit (Mountain View, CA)
- …presentations to senior executives to influence decision making* Strong understanding of investment management and resource planning (preferably in a technology ... in highly dynamic finance roles (Global experience, Corporate FP&A experience, Investment Banking experience, Management Consulting experience preferred)* Deep… more
- BlackRock (San Francisco, CA)
- …of equity, fixed income and derivative products + Familiarity with buy-side investment management workflows such as trading, operations and compliance + ... Relationship Manager, Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology… more
- Charles Schwab (Los Angeles, CA)
- …services industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Superior relationship management and client retention experience + ... Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized… more
- CIBC (Newport Beach, CA)
- …or deposit growth field. + You have demonstrated knowledge of credit, lending, investment strategy, trust administration and wealth management solutions. + You ... purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family offices, endowments and… more
- Nuveen Investments (San Francisco, CA)
- …Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds. They are ... GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... a large book of business encompassing business development, financial planning, asset management , pipeline management , and a high-level understanding of most… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …of action items. + Guide clients through complex planning topics including investment management , tax strategies, estate and philanthropic planning, and ... coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- Jeffrey Abrams on LinkedIn. We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds ... + 15+ years of relevant accounting experience in the hedge fund or investment management industry. + Expertise in Advent Geneva is strongly preferred.… more