- Navy Federal Credit Union (San Diego, CA)
- …to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- Deloitte (Sacramento, CA)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.… more
- Two95 International Inc. (San Francisco, CA)
- Hi, Title - Vice President, Investment Banking - Technology Position - Fulltime Location - SFO, CA Salary- $Open(Best Possible) PRIMARY RESPONSIBILITIES + Oversees a ... credit analysis for client and investor presentations + Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …experience required Why This Role: + Direct exposure to a high-caliber founder and investment team + High-growth firm with another fund launch planned next year ... Jennifer Fukumae is partnering established and growing venture capital firm based in Palo Alto is seeking a Controller...CFO track + Collaborative, mission-driven culture with a clear investment thesis Robert Half is the world's first and… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …the firm Why This Role: + Work directly with a high-caliber founder and seasoned investment team + Be part of a firm preparing for its next fund raise and ... is partnering with an established and growing venture capital firm based in Palo Alto that is seeking an...and comfortable in a fast-moving, founder-led environment + CPA preferred ; venture capital or fund operations experience required +… more
- Citigroup (San Francisco, CA)
- …to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Assume significant levels ... project and transaction execution, new business development and overall growth of the firm + Work closely with clients on financing transactions and guide them… more
- Citigroup (Los Angeles, CA)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals,… more
- Citigroup (San Francisco, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... assess risk when business decisions are made, demonstrating consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving… more
- Citigroup (Los Angeles, CA)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... and Citigroup services. + Apply an in-depth level of knowledge in key investment and financing products. **Qualifications:** + 15+ years of experience + Extensive… more
- Neuberger Berman (San Francisco, CA)
- …and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and ... will serve as the primary point of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as regular point of… more