- Robert Half Finance & Accounting (Mill Valley, CA)
- …in community and networking events to drive growth. Leadership & Strategic Contribution ( Senior -level only) + Mentor and train associate advisors, sharing best ... Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment...leading independent Registered Investment Advisor is seeking experienced and client -focused professionals to join its dynamic Wealth Management team.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly ... motivated and experienced Senior Client Service Associate to...management, financial planning, lending strategy, and bespoke family office solutions . The ideal candidate is a proactive problem solver… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth of Life" philosophy-centered on well-being, ... across retirement, tax, estate, and risk management. + Support senior advisors in client acquisition and business...financial planning and investment strategies. + Mentor and train associate advisors, fostering a culture of excellence. + Lead… more
- IQVIA (San Francisco, CA)
- …of US healthcare data assets. The knowledge and experience you build as an Associate Principal will prepare you to generate high-quality insights and analytics for ... senior leaders at the top pharmaceutical and biotechnology companies...data and science to help healthcare clients find better solutions for their patients. Formed through the merger of… more
- Sodexo (San Francisco, CA)
- …improvement. + **Leadership & Talent Development** + Lead a high-performance team of Senior National Client Executive ( Associate Vice President), ensuring ... growth, financial performance, and best-in-class service delivery, collaborating with senior leadership, client partners, and high-performing teams. Your… more
- Stanford University (Stanford, CA)
- …of HR best practices. You will be part of a collaborative team, reporting to the Associate Director of HR. The ideal candidate will have the ability to be a trusted ... advisor, change champion, and solutions -oriented collaborator. Are you ready to inspire champions? If...**Essential job functions** **:** + Change Management: May support senior HR leadership with local and university-wide change management… more
- Robert Half Office Team (San Diego, CA)
- …execution of both daily and strategic tasks. Reports to the CEO's Advisory Associate . Key Responsibilities Family Office & Client Administration + Manage ... The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory... financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive… more
- JPMorgan Chase (San Francisco, CA)
- …global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers to oversee private client relationships by providing ... management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world.… more
- Hyundai Autoever America (Costa Mesa, CA)
- …a group of product strategy section members, including but not limited to Senior Product Strategy Consultants, Associate Product Strategists, Market Analysts, or ... and mobility services in collaboration with Hyundai/ Kia HQ, affiliate companies and client business units in the NA region. Depending on business growth, the scope… more
- Umpqua Bank (Newport Beach, CA)
- …Bank target clients and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, ... who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted… more