- Fiserv (San Diego, CA)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... regularly as a key day-to-day point of contact, solving problems, and addressing client pain points to deliver a best-in-class client experience every day.… more
- Deloitte (San Francisco, CA)
- …flexibility, integrated client involvement, and rapid delivery of value. + Client Management : Manage day to day interactions with executive clients and ... Deloitte. We work on projects involving Workday Financials, Supply Chain Management , Infor Solutions, Microsoft Dynamics, and Sustainability Technology and Strategy.… more
- City National Bank (Los Angeles, CA)
- …function will act as proxy and information funnel, filter, and facilitator in support for Senior Management as needed and deal with the day to day activities and ... routines to ensure appropriate oversight, monitoring and escalation to senior leadership to ensure efficient risk management ....10 plus years of experience working at a major financial institution on audit and/or management initiatives… more
- CBRE (Sacramento, CA)
- …& Marketing** * Report on all major DC developments in the region ensuring the senior management team are fully informed of all potential opportunities in the ... Americas Project Team, training and upskilling talent when required. **P&L, Contract Management and Governance:** * Complete financial reporting and forecast… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... compliance coordination + Track and renew W-8 forms; update client records Statement & Documentation Management +...detail. * Industry experience is a plus in wealth management or financial services sector. * Ability… more
- Wells Fargo (Beverly Hills, CA)
- …(BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and ... Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized… more
- City and County of San Francisco (San Francisco, CA)
- …The Program Specialist may direct the work of clerical staff and/or senior eligibility staff and manage the skill development of new employees. ESSENTIAL ... projects and workgroups. + Provides technical support for assigned program management systems to ensure smooth functionality and responsiveness to stakeholders. +… more
- Gilead Sciences, Inc. (Foster City, CA)
- …is highly collaborative and works cross-functionally with project teams, construction partners, financial analysts, and senior leaders. It requires a dynamic ... Assist project teams with collecting required documents and responses duringfinancial audits. Client Stakeholder Management + Establish and attend CEF "Deep… more
- AECOM (Sacramento, CA)
- …Revu, SharePoint, MS Project or other PMIS, preferred. + Requires project and client management experience including management of multiple projects of ... as an Owner's Representative as part of a program management team for a state client . +...efficiently resolving difficult design and/or construction issues with significant financial impact. + Identify and manage potential risks to… more
- Wells Fargo (Woodland Hills, CA)
- …work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales. Learn more ... seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role...be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence… more