- Marriott (Truckee, CA)
- …condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Areas of ... responsibility include Front Office , , Retail/Gift Shops, Recreation/Fitness Center, Housekeeping and Security/Loss Prevention. Monitors the development and… more
- Robert Half Finance & Accounting (Alameda, CA)
- …to join a mission-driven financial services firm focused on delivering personalized investment management. This role plays a critical part in ensuring accuracy and ... platforms, and work closely with advisors and operations teams to support investment processes. This role requires strong technical skills, attention to detail, and… more
- Deloitte (Sacramento, 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 ... compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Lincoln Financial (Sacramento, CA)
- …: Preferred employee will work 3 days a week in a Lincoln office **Relocation assistance:** is not available for this opportunity. **Requisition #:** 74854 **The ... needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds...the fiduciary investment committee that monitors the investment funds used to track deferred compensation liabilities, providing… more
- Citigroup (Downey, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...with strong attention to detail . Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial… more
- The Hartford (San Francisco, CA)
- …of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing ... Our Underwriters will monitor and respond to private equity investment and technological trends as they are being developed,...work schedule, with the expectation of working in the office / in market 3 days a week (Tuesday… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A well-established and dynamic multi-family office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join ... and families, offering a comprehensive suite of services including investment management, financial and retirement planning, lending strategy, and bespoke… more
- Raymond James Financial, Inc. (San Diego, CA)
- …structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Investment concepts, practices ... team environment to provide crucial support to the financial advisors and branch office . + Onboards new clients, opens new client accounts and researches client and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a Lead Advisor to join its San ... Francisco office . This is a unique opportunity to serve as...personalized wealth management plans + Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and… more
- BlackRock (San Francisco, CA)
- …Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of ... (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and...required to work at least 4 days in the office per week, with the flexibility to work from… more