- City National Bank (San Francisco, CA)
- …a trust. * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine ... the Trust Administration Committee regarding situations requiring the use of fiduciary discretion. Review and submit proposals for consideration and direction.… more
- Zurich NA (San Francisco, CA)
- …for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies. This ... is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and… more
- Insight Global (Elk Grove, CA)
- …other legal documents. * Oversees legal aspects of joint ventures, including fiduciary duties, risk, and compliance. * Liaise with government agencies, external ... counsel, and business partners. * Leads internal legal team and manages outside counsel. * Enforces company policies and ensures regulatory, health, and safety compliance. * Supports employment law matters and internal audits. * Oversees retail contracting,… more
- Charles Schwab (Campbell, CA)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll… more
- AAA Northern California, Nevada & Utah (Folsom, CA)
- …knowledge of all AAA products, services, operations while demonstrating fiduciary accountability. + Operational Excellence: Ensures process implementation and ... compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals. EDUCATION & EXPERIENCE / LICENSES & CERTIFICATION + Minimum… more
- AAA Northern California, Nevada & Utah (Sacramento, CA)
- …knowledge of all AAA products, services, operations while demonstrating fiduciary accountability. + Operational Excellence: Ensures process implementation and ... compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals. EDUCATION & EXPERIENCE / LICENSES & CERTIFICATION + Minimum… more
- BlackRock (San Francisco, CA)
- …relationships across all aspects of an advisor's business + Deliver fiduciary and investment insights through portfolio construction conversations + Provide support ... to regional sales teams including scheduling meetings with clients, pre-meeting preparation for client meetings and client follow up, coordinated territory coverage, promotion of specific product or marketing campaigns and assist with problem resolution… more
- BlackRock (San Francisco, CA)
- …Investment products and resources + Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations + Embrace ... data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients + Broaden our reach to more advisors through leveraged events + Employ a collaborative approach to partner with various internal… more
- Robert Half Legal (Roseville, CA)
- …estate administration, elder abuse, accounting and removal actions, breach of fiduciary duty, claims of undue influence, and contested conservatorships among others. ... Key Duties: Represent clients in court or before government agencies Prepare and draft legal documents on behalf of clients Advise clients on business and legal issues Negotiate settlements for legal disputes Comply with all legal standards and regulations… more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a variety ... of clients across industries Serve as the primary point of contact for clients, building and maintaining strong relationships Research complex tax issues and provide clear, actionable recommendations Review work prepared by staff and seniors, ensuring accuracy… more