- Meta (Menlo Park, CA)
- …our responsibility to serve the long-term mission and sustainability of Meta and act as stewards of company resources.This role requires strategic thinking, ... actionable insights 14. Experience in a management consulting firm, investment bank, or a high-growth tech company ...firm, investment bank, or a high-growth tech company 15. Advanced degree in a quantitative field **Public… more
- Bank of America (San Francisco, 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
- Aristotle Capital Management (Newport Beach, CA)
- …Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional ... the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …the specific goals and expectations. * Meets production targets that impact overall company revenue goals. * Develops a book of business consistent with AMP program ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. * Helps… more
- Neuberger Berman (Lenwood, CA)
- **Summary:** Neuberger Berman is an employee-owned global investment management firm with $481 billion in assets under management. The private equity group of the ... or Vice President team member dedicated to NBSF to act as a fund specialist, managing and coordinating all...and coordinating all prospect / client-related matters and other non- investment needs. A successful candidate will need to have… more
- Bank of America (Pleasanton, 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
- Bank of America (Beverly Hills, 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
- US Bank (Los Angeles, CA)
- …currently seeking an industry professional to assist with our Outsourced Chief Investment Officer (OCIO) client management and business development efforts for its ... discretionary investment advisory practice as an OCIO Relationship Manager. -...Markets knowledge and experience - In-depth knowledge of the company 's products and services - Strong relationship management and… more
- MUFG (Los Angeles, CA)
- …of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... of our recruitment team will provide more details. Intrepid Investment Bankers is seeking to hire a Buy-side Business...Fair Chance Ordinance, and (iv) the California Fair Chance Act ) to the extent that (a) an applicant is… more