- Citigroup (San Francisco, CA)
- …NE is an intermediate level position responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the ... structure; liability management; liquidity and funding strategies; risk management; and investment solutions. Unique to Citi, Corporate Bankers are also responsible… more
- Meta (Menlo Park, CA)
- …business models, drive collaboration across teams, develop recommendations on strategic investment decisions, craft annual and long-range plans, and partner with ... and their cross-functional partners 3. Drive nuanced return on investment and impact frameworks across investment areas...return on investment and impact frameworks across investment areas 4. Own day-to-day operational tasks related to… more
- Robert Half Finance & Accounting (Marin County, CA)
- …for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and adjust comprehensive ... plans covering retirement, tax, estate, investment , and risk management. + Mentor & Lead: Support junior advisors and contribute to a strong team culture. + Grow the… more
- TIAA (Redwood City, CA)
- …position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises ... existing client on a wide variety of gift planning, gift investment , and program management issues. This job is responsible for the delivery of high quality,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm's ... will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior… more
- Zions Bancorporation (Irvine, CA)
- …individuals, families, and businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, succession ... by a cohesive group of banking professionals, which includes: + Investment Management Portfolio Managers/Advanced Planning Professionals + Retail Bankers +… more
- Principal Financial Group (Los Angeles, CA)
- …(strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ excellent benefits Jennifer Fukumae is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and ... finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance. The ideal candidate is detail-oriented, curious,… more
- Charles Schwab (San Mateo, CA)
- …10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + ... Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs,...managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills.… more
- City National Bank (Beverly Hills, CA)
- …WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ... Advisors by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. * Lead region as the subject… more