- City National Bank (Los Angeles, CA)
- …wealth management operations and subsidiaries. Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the ability to ... Provide transactional and regulatory counsel to the Bank and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and… more
- US Bank (Patterson, CA)
- …Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth ... delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist… more
- Stanford Health Care (Palo Alto, CA)
- …governmental agencies and other parties + Assists with the administration of investment portfolios, including: + Daily oversight of investment portfolios ... managers, custodian banks, and other vendors + Monitoring compliance with SHC Investment Policy, portfolio guidelines and other key investment restrictions + … more
- Citigroup (Glendale, CA)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- US Bank (Aptos, CA)
- …and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management ... affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs + Determine which… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A privately held real estate investment firm headquartered in a major US financial hub is seeking a Sr. Fund Accountant or Accounting Manager to join its ... and long-duration, lower-risk assets. With capital sourced from institutional investors, family offices, and ultra-high-net-worth individuals, the firm is known for… more
- City National Bank (Irvine, CA)
- …(CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust ... trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts.… more
- Alexandria Real Estate Equities, Inc (San Francisco, CA)
- …strategic role at the intersection of Alexandria's real estate, venture investment , thought leadership, and regional business development activities to grow and ... and leading events to elevate the Alexandria brand. Alexandria's venture investment activities, conducted through the Company's strategic venture capital platform,… more
- CalSTRS (Sacramento, CA)
- …on the Investments Administration team. The Administration Unit, within the Investment Branch, provides administrative business services for the branch for tasks ... and inclusion principles, motivating positive change, and advancing the worlds investment markets. We do this by establishing collaborative relationships across a… more
- Charles Schwab (San Francisco, CA)
- …representing one of Schwab's four strategic pillars) and the continual investment portfolio planning process to allocate discretionary technology spend, requiring ... Program Management and will be responsible for supporting the continual investment portfolio planning process, which is the cross-enterprise effort of translating… more