- Robert Half Finance & Accounting (San Francisco, CA)
- …role that requires both strategic thinking and operational excellence. Key Responsibilities: + Act as the day-to-day contact for a portfolio of UHNW clients + ... high level of accuracy + Collaborate with firm leadership on bespoke planning and investment strategies + Serve as a guide and mentor to junior associates and… 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 ... sabbatical programs - because balance matters here. Responsibilities + Act as the main contact for UHNW clients, ensuring...assistants, chiefs of staff, personal CFOs) + Partner with investment teams on portfolios and new assets + Contribute… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to make a meaningful impact. Key Responsibilities Client Relationship Management + Act as a Personal CFO, leading client relationships and delivering tailored wealth ... Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. +… 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
- Robert Half Finance & Accounting (Mountain View, CA)
- …join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to ... performance insights and cash impact + Analyze business scenarios to guide investment and resource allocation decisions + Conduct variance analysis and improve… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …2,000+ families and is committed to helping clients, colleagues, and their broader community live richer, more purposeful lives. Role Overview The Advisor will serve ... a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you'll guide… more
- AECOM (Los Angeles, CA)
- ** Company Description** **Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, ... better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We...climate action goals. The candidate will lead tasks and act as a subject matter expert on a wide… more
- Wells Fargo (Los Angeles, CA)
- …role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas ... + Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help...comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section… more
- Grant Thornton (Los Angeles, CA)
- …and efficiently meet business objectives and ensure a return on investment . + Develop recommendations that leverage artificial intelligence, strategic enterprise ... logical design for organizational business hierarchies and dimensions in a multi- company environment. + Leading and coordinating business and technology capability… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office ... junior team members and contributing to firm-wide initiatives. Key Responsibilities + Act as the lead contact for all service-related needs for designated client… more