- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY? Senior Counsel will provide general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. ... Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the...with respect to wealth management products and services. * Support senior counsel in advising the Bank's wealth management… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …processes, ensuring compliance with regulatory standards, and delivering data-driven insights to support executive decision-making. This role will play a key ... our multiple offices throughout the region. Position Objective World Investment Advisors is currently seeking a Director of Finance...revenue or improve margins + Prepare board materials to support Renae/Troy when they meet with the board +… more
- Neuberger Berman (CA)
- …and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Los Angeles. This is accomplished ... services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop and implement business plan for the… more
- Lenovo (CA)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... Data Center and Infrastructure Solutions. This role is designed for an executive -level leader with deep technical acumen and commercial fluency across the ecosystem… more
- Bank of America (Ontario, 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
- KBR (El Segundo, CA)
- …quarterly, and yearly reports (Monthly Acquisition Report (MAR), Defense Acquisition Executive Summary (DAES), Information Technology Investment Portfolio System ... Title: Space Acquisition Support Specialist Belong. Connect. Grow. with KBR! KBR's...Task (STAR DST) contract providing services to the Program Executive Officer for Space Domain Awareness and Combat Power… more
- CVS Health (Sacramento, CA)
- …team, the senior analyst will participate in identifying and evaluating potential investment opportunities and providing analyses to support initiatives such as ... developing market landscapes, building detailed financial models, drafting investment memos, and streamlining processes to optimize the portfolio company growth in… more
- LA Care Health Plan (Los Angeles, CA)
- …implements efforts to improve the quality, effectiveness and efficiency of investments. Support senior management in the development of investment strategy and ... solicits feedback from key stakeholders. Manage execution of incentives and investment agreement contracts for programmatic and operational support . Ensure… more
- Vera Therapeutics (Brisbane, CA)
- …transactions. * Collaborating with senior management to drive corporate strategy, identify investment opportunities, and support business growth. * Develop and ... Finance & Investor Relations to lead long-term strategic planning, drive investment initiatives, and oversee financial strategy in alignment with company goals.… more
- Intuit (Mountain View, CA)
- …on driving change and providing financial leadership as we execute our Technology investment strategies + Support teams to design, continuously improve, and ... will partner with the senior leaders across Technology and Finance to support strategic planning, forecasting and analysis across the Technology Ecosystem. In… more