- Columbia Bank (Los Angeles, CA)
- …expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue business development opportunities, ... banking, and wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle. About the Role: The Operations Analyst & Trader will play a ... vision coverage (including dependents). + 401(k) retirement plan. + Potential for performance -based carry. + Unlimited PTO and commuter benefits Excited about this… more
- Wells Fargo (San Francisco, CA)
- …experiences that empower our customers in Commercial Banking and Corporate & Investment Banking to manage their company's relationship with Wells Fargo confidently ... fulfill our purpose of humanizing digital experiences for Commercial, Corporate & Investment Banking (CB-CIB). As a Senior Product Designer focused on digital… more
- Google (Mountain View, CA)
- …of experience in business development, partnerships, management consulting, or investment banking, in the Consumer Electronics, Auto, OEMs, Telecom, ... with critical business generation signals, leveraging buyer insights to improve performance across auctions and agreements and to demonstrate clear Return On… more
- Meta (Burlingame, CA)
- …builds and contributes to services that reduce the complexity and time investment required to log data accurately and efficiently and architects sophisticated multi ... trade offs in systems evaluates configuration parameters to optimize efficiency, performance and scalability of software components, partners with system architects… more
- Deloitte (Los Angeles, CA)
- …& Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are ... tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …high level of accuracy + Collaborate with firm leadership on bespoke planning and investment strategies + Serve as a guide and mentor to junior associates and ... extended teams (eg, personal CFOs, attorneys, assistants) + Support new investment allocations, liquidity planning, and account structuring + Contribute to firm-wide… more
- Guardian Life (Sacramento, CA)
- …are committed to building a best-in-class Law Department. We drive a high- performance culture across our Legal, Compliance, and Government Affairs functions, aligned ... As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing… more
- CalSTRS (Sacramento, CA)
- …Management & Legal Operations, Information Security Office, Legal Services, Investment Counsel, and Litigation Services. The Information Security Office (ISO) ... including excellent communication and people skills. Every 12 months, based on performance evaluation, employees may receive a 5% salary increase until they reach… more
- LinkedIn (San Francisco, CA)
- …listening and thoughtful discovery to uncover customer's buying motivators, decision criteria, investment propensity and who's who in the buyer's circle + Gain ... & negotiating commercial agreements + Use data and insights to support investment recommendations or overcome customer objections + Identify an accurate path to… more