- City National Bank (Los Angeles, CA)
- …The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for ... managing complex Wealth Management audits and assisting the Audit Director in supervising a team of auditors to assess risks and internal control environment of the… more
- The Hartford (San Francisco, CA)
- …of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing ... emerging technologies. Our Underwriters will monitor and respond to private equity investment and technological trends as they are being developed, while growing… more
- Charles Schwab (San Francisco, CA)
- …representing one of Schwab's four strategic pillars) and the continual investment portfolio planning process to allocate discretionary technology spend, requiring ... granular coordination across the firm. The Manager role will report to the Director of Strategic Program Management and will be responsible for supporting the… 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
- Girl Scouts San Diego (San Diego, CA)
- …including Executive Committee, Board Development Committee, Finance Committee, Investment Committee, Audit Committee, Philanthropy Committee, and Property and ... The CFAO leads a strong and capable team and has four direct reports: the Director of Finance and Accounting, Director of Human Resources, Director of… more
- Cardinal Health (Sacramento, CA)
- …customer awareness. Based on Marketing strategies and initiatives outlined by the Director , the Product Manager develops marketing content and campaigns for a ... performance of marketing campaigns. **_Responsibilities_** + In conjunction with the Director and product stakeholders from a variety of functions, develops goals… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered ... Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach...three-year strategic plans as required; + Oversees Human Resources Director including compensation structures, employee insurance and other benefits;… more
- Sedgwick (Sacramento, CA)
- …the performance of accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties according to established procedures. ... deposits, posts receipts, and reconciles billing. + Prepares bank and investment account reconciliations. + Researches, tracks, resolves, or properly refers… more
- HUB International (San Rafael, CA)
- …Global Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and ... offices throughout the United States, GRP's financial advisors provide investment services to over 9,000 retirement plans with over...is an entry level position that reports to the Director of Compensation of Global Retirement Partners, LLC, an… more
- JPMorgan Chase (San Francisco, CA)
- …you have proven leadership experience and transaction savvy in capital markets, investment banking and global banking transactions. You are known as collaborative ... of management responsibilities. Your team will consist of Vice President, Executive Director and Managing Director -level bankers with indirect oversight over an… more