- Wells Fargo (San Francisco, CA)
- …as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth , leverage, liquidity, and other key risk factors, including cash ... Estate Syndicated Finance **WHAT THE PROGRAM OFFERS** You will work closely with the senior bankers in your office to underwrite real estate and develop a deep… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …its growing team. This firm is known for delivering bespoke financial services to ultra- high - net - worth individuals and families, offering a full suite of ... team is composed of dedicated professionals who thrive in a supportive, high -performance environment. Position Overview The Senior Client Service Associate will… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …its growing team. This firm delivers highly customized financial solutions to ultra- high - net - worth individuals and families, including investment management, ... client experience, and the team thrives in a supportive, high -performance environment. Role Overview As a Senior ...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- VNA Health (Santa Barbara, CA)
- …messaging and engagement strategies to meet the needs of diverse stakeholders, including high - net - worth donors, board members, and executive leadership. + ... initiatives. This exempt-level position serves as a trusted partner to senior leadership, providing strategic insight and high -level operational support… more
- IHG (Santa Monica, CA)
- …experiences for clients, ensuring the hotel remains a top choice for high - net - worth individuals, celebrities, corporate clients, and luxury travel ... the entertainment and luxury travel industry, and a proven ability to close high -value group sales. The position involves working closely with operations, and other… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment operations, client onboarding, and financial administration for a curated group of ultra- high - net - worth clients. As part of a growing team that ... Description Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's most sophisticated families… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Qualifications + 3-5+ years of experience in wealth management, preferably with ultra- high - net - worth clients. + Strong communication skills with ... and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership… more
- Columbia Bank (Los Angeles, CA)
- …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with...train and present to small and large audiences of senior and executive level professionals. + Proven business development,… more
- Wells Fargo (Los Angeles, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... US **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Giffords (San Francisco, CA)
- …with direct major donor solicitation and securing major and principal gifts from high - net - worth individuals and foundations + Record of securing gifts ... basis until the position is filled. Due to the high volume of applicants, no phone calls or emails,...facilitate donor engagement efforts for the organizations' founder and senior leadership, including trip planning and management, securing, and… more