- Cedars-Sinai (Los Angeles, CA)
- …projected goals including generating written gift solicitation proposals as appropriate to prospective high net worth donors. + Oversees, records, manages ... **What will you be doing in this role?** The Senior Major Gifts Officer will identify, engage, cultivate, solicit...Senior Major Gifts Officer is expected to maintain high volume of significant donor relationships, meaningful contact and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …the Role The Senior Wealth Manager will serve as a trusted advisor to high - net - worth clients while also playing a leadership role within the firm. This ... Description Senior Wealth Advisor- Independent RIA Location: Mill Valley,...+ Provide financial planning and investment guidance with a high level of expertise. + Contribute to strategic initiatives… more
- Wells Fargo (Carmel, CA)
- …in coaching and influencing management, as well as experience with the affluent or high net worth customer segment **Job Expectations:** + Ability to ... **About this role:** Wells Fargo is seeking a District Senior Manager for our National Branch Network as part...of business strategies to support an excellent customer experience, high performing teams and growth in the business +… more
- Providence (Tarzana, CA)
- …identifying and engaging new prospective donors, with an ability to interact with high - net - worth individuals across diverse backgrounds and interests. + ... so, we have the perfect opportunity for you! **The Role:** As the Senior Director of Philanthropy at Providence Cedars-Sinai Tarzana Medical Center (PCSTMC), you… more
- Moss Adams LLP (El Segundo, CA)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... **Tax Senior Manager - Private Client** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who… more
- Moss Adams LLP (Walnut Creek, CA)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... **Tax Senior - Partnerships** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm… more
- BMO Financial Group (City Of Industry, CA)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... Come join our amazing team! We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim Division.… more
- Deloitte (San Francisco, CA)
- UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more
- JPMorgan Chase (San Francisco, CA)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more