- Wells Fargo (Pasadena, CA)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Comerica (Palo Alto, CA)
- …implement the sales strategy in collaboration with the National Sales Manager , establishing the criteria for prospect identification within the respective territory. ... Call on prospects and Financial Advisors to present all assigned products in pursuit of achieving assigned new business revenue goal. Respond to Requests for Proposal, preparation of call agendas, customized sales materials and other follow up items. Develop… more
- Columbia Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique ... Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …A well-established and growing fiduciary investment advisory firm is seeking an Office Manager to support its Office & Operations Manager . This role is ideal ... with Paychex or similar payroll systems. + Interest in growing into an Operations Manager role. Excited about this role? We'd love to hear from you! Apply today… more
- Columbia Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Columbia, we create a ... with the values and interests of Columbia Trust Company. The Trust Market Manager has responsibility for themanagement of the trust administrative team and its… more
- Dignity Health (Rancho Cordova, CA)
- …of regular travel to offices throughout California.** **Position Summary:** The Manager , Contact Center is expected to provide visionary leadership to maximize ... center(s). Works closely with staff and providers to ensure that all fiduciary and contact center goals are met. Proactively determines workload priorities through… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA)… more
- Charles Schwab (San Francisco, CA)
- …this role to work on site in the specified locations.** As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, ... 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.… more
- Dignity Health (Los Angeles, CA)
- **Responsibilities** **Position Summary:** As our Manager Clinic Operations at California Hospital, you will manage all operational aspects of our free-standing, ... You will work closely with staff and medical providers to ensure fiduciary and clinic goals are met, proactively determine workload priorities through planning,… more
- Highmark Health (Sacramento, CA)
- …Trust Principle audits + Experience establishing budgets and meeting fiduciary goals + Security industry organization participation/leadership (HITRUST, ISACA, ... Information Systems Security Professional (CISSP) **OR** + Certified Information Security Manager (CISM) **OR** + Certified in Risk and Information Systems Controls… more