- M&T Bank (Costa Mesa, CA)
- …assuring the client has access to all resources and solutions of the firm .Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary ... Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the… more
- LS Power Development, LLC (CA)
- **Overview** **About us:** Founded in 1990, LS Power is a premier development, investment , and operating company focused on the North American power and energy ... energy storage, and natural gas-fired facilities. Through LS Power Grid, the Firm has built and operates approximately 780 miles of high-voltage transmission and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic ... referrals and networking. + Provide proactive, high-touch service aligned with the firm 's holistic wealth philosophy. Financial Planning & Investment Advisory +… more
- Principal Financial Group (San Francisco, CA)
- …processes. **What we offer** + Structured onboarding and mentorship with exposure to senior leaders and investment team members - across traditional and ... management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative...to roll up their sleeves to help achieve the firm 's strategic goals. This is your chance to work… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who ... are passionate about delivering exceptional client service and embody the firm 's "Wealth of Life" philosophy-centered on well-being, personal fulfillment, and… more
- JPMorgan Chase (San Francisco, CA)
- …Bank, Private Bank, Credit and Investment Banking product sets. + Work closely with senior leaders within the IE team and across the firm , including but not ... The Venture Capital Relationship Team is a key component of the firm 's overall Innovation Economy (IE) business, covering venture capital firms and partners… more
- TIAA (Walnut Creek, CA)
- …Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of ... firm -wide collaboration. **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated needs. + Create… more
- BlackRock (San Francisco, CA)
- …Aladdin transformations are high profile initiatives that require team members to have senior level exposure and play an active role in redefinition of investment ... We help clients achieve ambitious strategic objectives, which range from streamlining investment operations to integrating teams, to unifying their investment … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description About the Firm Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial ... relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The … more
- K1 (Manhattan Beach, CA)
- …globally. K1 builds category leading enterprise software companies. As a global investment firm , K1 assists high-growth businesses to achieve successful ... seeking a Private Equity Analyst to join the expanding Investment team for our office located in Manhattan Beach,...creation initiatives post-close + You will be meeting with senior executive team members, founder/CEOs, and third-party advisors as… more