- BlackRock (San Francisco, CA)
- …Relationship Manager, Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology ... and help them use Aladdin expertise to achieve their firm 's goals. + Be an extension of the client's...as Aladdin Product Managers, developers, and financial modelers to support client development needs and assist with deployment of… more
- Wells Fargo (Corte Madera, CA)
- …engagement, and development of new and existing Client Associates within designated markets + Support firm goals to drive adoption around key CRG ease of doing ... **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration ... workflows + Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office… more
- Robert Half Legal (Mountain View, CA)
- …implementation. Responsibilities: * Collaborate with legal and finance teams to support investment and exit transactions, including compliance checks, document ... Valley. In this role, you will oversee key aspects of legal and investment operations, ensuring seamless management of equity and debt portfolios, vendor contracts,… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly motivated Client Service ... + Prepare and execute trades and client transactions promptly and accurately. + Support client meetings with performance reports and investment data. + Maintain… 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...with QuickBooks entries, reconciliations, and monthly reporting. + Payroll Support : Help with payroll processing to ensure accuracy and… 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
- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk)Thrives in a dynamic team-based environment, effectively… 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
- Robert Half Accountemps (Gardena, CA)
- …a detail-oriented individual to join our team as a Loan Servicing Support Specialist in Gardena, California. This Contract-to-Permanent position offers an excellent ... documentation activities align with company policies and regulatory standards. * Support compliance efforts by maintaining knowledge of lending regulations, with… more