- Charles Schwab (Sacramento, CA)
- …the status quo " and transform the finance industry together. Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and ... technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as a Relationship Manager. Our… more
- Oracle (Sacramento, CA)
- …Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation ... is one of the fastest growing businesses for the company . In OCI Finance, members of the Workload Health...In this role you will be a key business advisor to the product and engineering organization with end-to-end… more
- Oracle (Sacramento, CA)
- …Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation ... is one of the fasting growing businesses for the company . In OCI Finance, members of the Workload Health...In this role you will be a key business advisor to the product and engineering organization with end-to-end… more
- Wells Fargo (Irvine, CA)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such...as critical to the success of our customers and company . They are accountable for execution of all applicable… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Bank of America (Walnut Creek, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- NTT America, Inc. (Sacramento, CA)
- …that balance speed, cost, power access, and risk. + Serve as a strategic advisor within the Global Development, Investment , and Product teams, providing deep ... **Make an impact with NTT DATA** Join a company that is pushing the boundaries of what...capacity readiness. + Oversee the preparation and approval of investment cases, ensuring each project's commercial, technical, and financial… more
- Oracle (Sacramento, CA)
- …Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation ... firms. The ideal candidate will have a strong understanding of PE investment strategies, excellent relationship-building skills, and a proven track record of… more
- Stanford University (Stanford, CA)
- …the school's long-term priorities and financial sustainability. + Oversee the Trust's investment portfolio, including early-stage and growth company holdings, in ... to serve as the **Chief Operations & Financial Officer** , the school's principal advisor to the Dean on all financial and administrative matters. This role provides… more
- Citigroup (Los Angeles, CA)
- …also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more