- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial...of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement… more
- Coinbase (Sacramento, CA)
- …someone who will run towards, not away from, solving the company 's hardest problems. Our [work culture](https://www.coinbase.com/mission) is intense and isn't for ... remote-only. In-person participation is required throughout the year. Team and company -wide offsites are held multiple times annually to foster collaboration,… more
- Coinbase (Sacramento, CA)
- …someone who will run towards, not away from, solving the company 's hardest problems. Our [work culture](https://www.coinbase.com/mission) is intense and isn't for ... In-person participation is required throughout the year. Team and company -wide offsites are held multiple times annually to foster...job duties):* * Support all aspects of the Ventures investment lifecycle, including: * Be an external presence in… more
- Anywhere Real Estate (San Francisco, CA)
- …Director, Mergers & Acquisitions **Location:** Remote **Reports To:** SVP Growth, M&A ** Company Overview:** **Anywhere Real Estate Inc.** (NYSE: HOUS) is a global ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships… more
- Edward Jones (Fairfield, CA)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... accountability. 1 For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025… more
- Meta (Menlo Park, CA)
- …long-term mission and sustainability of Meta and act as stewards of company resources. This role requires strategic thinking, building connections and influencing ... business models, drive collaboration across teams, develop recommendations on strategic investment decisions, craft annual and long-range plans, and partner with… 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)
- …+ 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,...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Analyze financial and operational data from portfolio companies to support investment decisions and ongoing valuation processes. + Create dashboards and reports to ... + Conduct ad-hoc financial analyses and communicate findings to investment , operations, and leadership teams. + Coordinate with third-party...written and verbal. Benefits are very generous at this company : + Cell phone $150 a month stipend +… more