- US Bank (Aptos, CA)
- …a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management Team. ... affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs + Determine which… more
- Walmart (Sunnyvale, CA)
- …+ Serve as a trusted advisor to executive leadership, influencing technology investment and business strategy. + Lead enterprise-wide discussions, build ... leaders on advanced architectural patterns, coding standards, and technology trends. + Lead the design and implementation of complex, enterprise-scale systems with a… more
- Upstone Materials (Brea, CA)
- …coordinate with external auditors. + Provide financial support for capital projects and investment decisions. + Mentor and lead a team of finance professionals. ... + Maintain and develop internal control procedures Uphold Colas ethics and business principles + Ad hoc projects and reporting as needed + Perform other duties as assigned Education and/or Work Experience Requirements + A bachelor's degree (BA or BS) in… more
- City National Bank (West Hollywood, CA)
- …all new investment management opportunities. * Relationship Management * Take a lead role in managing investment services by planning, delivery, and regular ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- City National Bank (San Francisco, CA)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of...or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank's … more
- Meta (Burlingame, CA)
- …driving impactful financial analysis to influence strategic roadmap and product investment decisions. Additionally, you will lead strategic and operational ... at Reality Labs. In this role, you will be instrumental in shaping business investment decisions through comprehensive financial analysis and data-driven insights,… more
- Wellington (San Francisco, CA)
- …fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Wellington (San Francisco, CA)
- …fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- BlackRock (Santa Monica, CA)
- …the Role: Join the Aladdin Engineering team as Vice President, AXE/IOI Engineering Team Lead , where you will lead the design, development, and evolution of our ... workflows across asset classes and geographies. As the engineering lead for IOI/AXE, you will shape the future of...Aladdin and Aladdin Engineering?You will be working on BlackRock's investment operating system called Aladdin. Aladdin is used both… more
- ServiceNow, Inc. (Santa Clara, CA)
- …AI's potential impact on the function or industry. + 7+ years knowledge on return on investment of CRM to lead solution win + Experience as an AE, or in ... alternative sales/ customer service role + Understanding of business sales processes + Travel required: 30-50% For positions in Bay Area, California, we offer a base pay of $137,000 - $203,775, plus equity (when applicable), variable/incentive compensation and… more