- US Bank (Los Angeles, CA)
- …or related field (or equivalent experience). + 7+ years in Private Wealth Management , trust, investment , and account opening leadership. + 5+ years in ... with client objectives. + Partner with Market Leader, Market Director , Wealth Advisors, Bankers to ensure smooth transition from...trust administration, investment services, or account management . + Strong… more
- Stanford University (Stanford, CA)
- …+ In-depth knowledge of IRS regulations and tax laws applicable to investment management organizations. + Strong analytical and problem-solving skills. + ... **Preferred Qualifications:** + Advanced degree in taxation. + Familiarity with endowment management and investment practices. _The job duties listed are typical… more
- City of Tracy (Tracy, CA)
- …departments. + Reports financial information and provides special reports to the Finance Director regarding investment of City funds. + Provides highly complex ... provide professional fiscal support and analysis to the team and management over the City's accounting, payroll, and accounts receivable/payables, and… more
- City and County of San Francisco (San Francisco, CA)
- …Manager leads, coordinates, and supports service planning, customer relationship management software development, affordability policies and grant management , ... include, but are not limited to the following: + Support Capital Investment Readiness: Convene stakeholders and identify pathways for large-scale capital investments… more
- Lightsource bp (San Francisco, CA)
- …* Create or update portfolio models for valuation and divestment purposes. **Within the Investment Management Team** * Support the IM Portfolio Management ... LSbp has adopted a capital-light model designed to retain management and equity interest in projects whilst minimising capex...proposals from other members of the team (eg Commercial Investment Director ) or other LSbp teams (eg… more
- TevisHR (Santa Clara, CA)
- Embarcadero Capital Partners is a real estate investment and management firm based on the San Francisco Peninsula. We invest in dynamic, development-constrained ... work with a variety of third-party brokers and property management groups to execute defined operating and investment...NNR, etc. * Supervise daily activities of all on-site management staff * Keep Director of Property… more
- Bank of America (San Francisco, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a… more
- Abbott (Alameda, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... craft, and team direction. Collaborating closely with the Global Creative Director , designers, writers, external production partners, and cross-functionally with our… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …of fund operations, technology, and analytics while supporting a growing, high-performing investment team. About the Role This role sits at the crossroads of ... processes scale efficiently alongside the business. You will work closely with the Director of Fund Operations and Data to implement, optimize, and maintain the… more
- Oracle (Sacramento, CA)
- …solutions for a complex and global security environment. Reporting to the Director , Physical Security Products & Services, you will lead the technical roadmap, ... groups. **Responsibilities** _Product & Program Ownership_ + Own the lifecycle management , standards, and feature evolution for all Wireless Intrusion Detection… more