- Umpqua Bank (Irvine, CA)
- …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue… 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. + ... 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
- 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 ... in my network. Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's most sophisticated… more
- Volvo Group (Mira Loma, CA)
- …US, 27409Mira Loma, CA, US, 91752S. Plainfield, NJ, US, 07080Houston, TX, US, 77066Fort Worth , TX, US, 76155 Position Type: Professional Transport is at the core of ... Supports the management of consignment parts inventory while ensuring high turnover of these parts. + Collects all relevant...+ State-of-the-art training and personal development + PTO and tax deferred retirement plans, varied by business We also… more
- Zions Bancorporation (Irvine, CA)
- …division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services often ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… 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!! ... daily operations + Support client‑run foundations and philanthropic initiatives + Track tax workflows and deadlines + Partner with internal teams and external… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a respected private family office that provides comprehensive financial services to high - net - worth , multi-generational clients. With a collaborative team, ... the organization delivers investment management, financial planning, tax compliance, and philanthropic support with a focus on long-term value and trusted… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Services Accounting plays a vital role in supporting the financial operations of high - net - worth individuals, trusts, and entities. This position is part ... committed to delivering long-term value through investment management, financial planning, tax compliance, and philanthropic support. The firm prides itself on… more
- City National Bank (Los Angeles, CA)
- …compliance. Overseas the risk associated with the operational and administrative aspects of high net worth client servicing and transaction processing. WHAT ... stock, securities settlement, cashiering, corporate reorganizations, dividends, margin, and tax inquiries. * Provide supervisory level technical support for CNS… more