- Cherry Bekaert (Sacramento, CA)
- …you considering expanding your career within a more structured environment with robust sales resources? At Cherry Bekaert, a leading assurance, tax, and advisory ... firm , we are expanding our Advisory practice due to...market companies + Be comfortable leading the business development, sales , scoping, and delivery of FP&A Advisory services across… more
- Deloitte (San Diego, CA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... and be connected to a strong support system from Firm Leadership to ensure you are set up for...diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide… more
- Principal Financial Group (Los Angeles, CA)
- …reviews. + Problem solving complex issues. We take pride in being a purpose-led firm , motivated by our mission to make financial security accessible to all. Our ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- Principal Financial Group (Walnut Creek, CA)
- …manage and develop an Account Management team. In addition, this role partners with the Sales Reps to achieve office sales and retention goals. This role takes a ... issues, negotiations, retention, and renewals. + Collaborate with the sales team on additional products and services. We take...and services. We take pride in being a purpose-led firm , motivated by our mission to make financial security… more
- BlackRock (San Francisco, CA)
- …Businesses, is responsible for, the oversight of the servicing of the firm 's clients. This includes service delivery, developing service solutions, and the ... with at least 3 years of experience in operations, sales , or portfolio management support + BA/BS equivalent +...support + BA/BS equivalent + Ability to understand complex investment portfolios and experience with associated operating models +… more
- Robert Half Accountemps (Beverly Hills, CA)
- …role, you will play a key part in managing partnership accounting, investment bookkeeping, and day-to-day financial operations for a property management firm ... Responsibilities: * Record partnership and trust data, including K-1s and investment account information, into accounting systems. * Prepare and organize financial… more
- JPMorgan Chase (Irvine, CA)
- …Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new ... opportunity to continue onto the next phase at the firm as an Associate at the end of the...members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate… more
- TIAA (Redwood City, CA)
- …position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises ... existing client on a wide variety of gift planning, gift investment , and program management issues. This job is responsible for the delivery of high quality,… more
- Thrivent Financial (Costa Mesa, CA)
- …expert financial advice with heart. Thrivent is a different kind of financial services firm , one that puts generosity at the center of saving and investing. Here, ... have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. Skills acquired… 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 ... Director-level bankers with indirect oversight over an underwriting staff, a sales /marketing assistant, treasury sales officers and client service professionals.… more