- Robert Half Legal (Mountain View, CA)
- …Valley. In this role, you will oversee key aspects of legal and investment operations, ensuring seamless management of equity and debt portfolios, vendor contracts, ... Responsibilities: * Collaborate with legal and finance teams to support investment and exit transactions, including compliance checks, document preparation, due… more
- City National Bank (Los Angeles, CA)
- …impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, Reg 9, ERISA, Securities Acts of 1933 and ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …with Robert Half Finance and Accounting is partnering with a fiduciary Registered Investment Advisory (RIA) firm specializing in retirement planning and ... investment supervisory services. The firm has grown to manage more than $1.48 billion...contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. (C)… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm . This is a full-time permanent role based in San Francisco with a Hybrid ... schedule. This growing wealth management firm helps clients align their wealth with their passions...designation (required) + Expertise across estate, tax, retirement, insurance, investment , and cash flow planning + Ability to manage… 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
- Wells Fargo (Woodland Hills, CA)
- **About this role:** Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the ... sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet… more
- Coinbase (Sacramento, CA)
- …* Minimum of 7 years work experience with significant tour of duty at at top tier firm / company * Deep passion and demonstrated expertise in one or more onchain ... someone who will run towards, not away from, solving the company 's hardest problems. Our [work culture](https://www.coinbase.com/mission) is intense and isn't for… more
- Coinbase (Sacramento, CA)
- …products and business models (crypto or web2) * Experience at top-tier venture capital firm and/or crypto specific company * Investing experience is a plus * ... someone who will run towards, not away from, solving the company 's hardest problems. Our [work culture](https://www.coinbase.com/mission) is intense and isn't for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ excellent benefits Jennifer Fukumae is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing ... finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance. The ideal candidate is detail-oriented, curious,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A leading investment management firm is seeking a Staff or Senior Staff Accountant, depending on experience, to join its dynamic finance team. This ... monitor SOX controls to ensure compliance and document processes. + Enforce company policies related to expense reporting and capitalization. + Identify and… more
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