- 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. + ... as a trusted partner to senior leadership, providing strategic insight and high -level operational support across a range of mission-critical activities. With a… more
- Raymond James Financial, Inc. (San Rafael, CA)
- …Advisors. + Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. + ... Communicate effectively, both orally and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at all… more
- EverBank (Corona Del Mar, CA)
- …this job works with a wide range of customer types with a focus on high - net - worth clients and prospects and is responsible for key sales management ... is to deliver to our clients high -performing, high -yield solutions backed by exceptional service , always giving them the advantage they expect, to make… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with an esteemed multi-family office in San Francisco that advises ultra- high - net - worth individuals and families. Their work is discreet, ... but you also see the bigger picture + You're service -oriented and comfortable communicating with high -level clients...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Wells Fargo (Santa Barbara, CA)
- …and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
- Cedars-Sinai (Los Angeles, CA)
- …projected goals including generating written gift solicitation proposals as appropriate to prospective high net worth donors. + Oversees, records, manages ... us and make a difference every single day in service of this outstanding work - excellence and innovation...The Senior Major Gifts Officer is expected to maintain high volume of significant donor relationships, meaningful contact and… more
- Cedars-Sinai (Los Angeles, CA)
- …aimed to maximize the life-time engagement and support of a portfolio of high - net - worth households. They will help assemble key institution members ... management of approximately 50-75 relationships with consistent focus and high -touch engagement, cultivation and stewardship that leads to successful solicitations… more
- JPMorgan Chase (Palo Alto, 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 ... Embrace the challenge of shaping the future of client service and make your mark by delivering high... service and make your mark by delivering high -quality support and innovative financial solutions. As a Client… more
- Volvo Group (Mira Loma, CA)
- …Greensboro, NC, US, 27409Houston, TX, US, 77066Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155S. Plainfield, NJ, US, 07080 Position Type: Professional Transport ... daily quote requests, returns, or other aspects of the product or service ) according to parameters and/or directives previously established with the immediate… more
- Gelfand Rennert & Feldman (Los Angeles, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... California payroll laws and regulations, and experience with processing high volume payroll of anywhere from 700 to 3000...Missouri on a hybrid basis. This role requires a high degree of discretion, accuracy, and the ability to… more