- Deloitte (San Jose, CA)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and... provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Title: Tax Manager Location: 100% Remote Compensation: $110,000 - $140,000 Base + Bonus Are you an experienced tax professional with a passion for ... investment partnerships? Join a collaborative and fast-growing fund services...and would like to hear more. As a Tax Manager you'll take ownership of complex tax compliance and… more
- BlackRock (San Francisco, CA)
- …firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction ... Further, we work to cultivate relationships with key distributors of our investment products, such as broker-dealers, banks, registered investment advisers,… more
- Bank of America (San Diego, CA)
- Merrill Market Client Relationship Manager San Diego, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Diego/Merrill-Market-Client-Relationship- Manager \_25031102) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (Walnut Creek, CA)
- Merrill Market Client Relationship Manager Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Merrill-Market-Client-Relationship- Manager \_25023276) **Job Description:** Merrill Wealth Management is a leading… more
- BlackRock (San Francisco, CA)
- **About this role** **Technical Relationship Manager , Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the ... through engagement and education. We are seeking an Aladdin Technical Relationship Manager to work closely with Aladdin clients to be their trusted consultant,… more
- Bank of America (San Francisco, CA)
- Private Wealth Client Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Private-Wealth-Client-Relationship- Manager \_25024178) **Job Description:** Merrill Wealth Management is a leading… more
- Microsoft Corporation (Mountain View, CA)
- …influence our product and partnerships strategy. The Business Development & Strategy Manager role is an internal strategy role within Business Development and ... Prepares information for reporting to key stakeholders. Asks the manager for help in a timely manner. + Works...opportunity for a partner to engage with Microsoft during investment diligence process. Other + Embody our culture and… 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 ... this may be the right role for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and join one of the largest Multistate… more