- Robert Half Finance & Accounting (San Francisco, CA)
- …high level of accuracy + Collaborate with firm leadership on bespoke planning and investment strategies + Serve as a guide and mentor to junior associates and ... extended teams (eg, personal CFOs, attorneys, assistants) + Support new investment allocations, liquidity planning, and account structuring + Contribute to firm-wide… more
- LinkedIn (San Francisco, CA)
- …enables us to have a direct impact on the world's workforce in ways no other company can. We are looking for a Sales Manager to join our Large Customer sales in ... is to develop the go-to-market strategy, capabilities and tactics to win B2B investment . You will manage the day-to-day operations of your business, coach your sales… more
- Edward Jones (Irvine, CA)
- …thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability ... skills **Can you see yourself ** + Providing personalized investment and financial solutions to clients? + Cultivating relationships...contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 9 million… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office ... client teams (executive assistants, chiefs of staff, personal CFOs) + Partner with investment teams on portfolios and new assets + Contribute to firm-wide projects… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Finance Associate - Tax Focus A leading early-stage investment firm focused on emerging technologies is seeking a Finance Associate with deep expertise ... statement preparation and audit coordination. + Monitor fund performance and investment valuations. + Participate in operational processes including capital calls,… more
- Logitech (San Jose, CA)
- …brand visibility across global channels, and optimize performance and return on investment -all in alignment with business objectives and brand values. Reporting to ... growth in revenue, market share, and return on marketing investment . + Champion the vision and purpose of the...nature as well as by design. Being a global company , we value our diversity and celebrate all our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. + ... Skills & Attributes + Expertise in estate, tax, retirement, insurance, investment , and cash flow planning. + Strong organizational, leadership, and communication… more
- Wells Fargo (Pasadena, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... expand current relationships and coaches on business development and develop investment strategies + Review documents, negotiate fees, and approve discretionary… more
- JPMorgan Chase (El Segundo, CA)
- …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Robert Half Accountemps (Torrance, CA)
- …basis according to client needs. * Conduct monthly reconciliations of bank and investment statements to maintain financial accuracy. * Assist in the preparation of ... budgets, and audit files. * Collaborate with clients, auditors, actuaries, and investment advisors to gather and organize necessary financial data. * Maintain and… more