• Chief Fiduciary Officer WM

    City National Bank (Los Angeles, CA)
    …oversight relating to reporting packages created for reporting to the CNB Wealth Management Fiduciary Committee; serving in a leadership delegate capacity ... *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The...operations. This role works with executive management within the Wealth Management Division to balance prudent risk management, regulatory… more
    City National Bank (10/04/25)
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  • Sr . Manager, Wealth Advisor…

    Charles Schwab (Irvine, CA)
    …helping us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you ... impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory...service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental,… more
    Charles Schwab (10/30/25)
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  • Tax Senior - Private Wealth

    Deloitte (Sacramento, CA)
    …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
    Deloitte (10/25/25)
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  • Investment Management Governance Office…

    City National Bank (Los Angeles, CA)
    *INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across… more
    City National Bank (10/25/25)
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