- Google (San Bruno, CA)
- …level presentations. + Partner with Business and Finance stakeholders on overall spend management , investment , Return on Investment (ROI) related technical ... degree. **Preferred qualifications:** + Experience with regularly presenting to executive management . + Experience in spend management and budget planning… more
- Bank of America (San Diego County, CA)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- City National Bank (San Francisco, CA)
- …San Francisco, CA. * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing loan underwriting, and portfolio management expertise to ... loan transactions and credit worthiness of borrowers and evaluates collateral performance and market trends. Pro-actively manages the portfolio to ensure the… more
- Bank of America (Oxnard, CA)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Bank of America (San Francisco, CA)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Lincoln Financial (Sacramento, CA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Marriott (Los Angeles, CA)
- …strategic priorities of the market. * Creates effective structures, processes, jobs and performance management systems are in place. * Sets goals and ... **Schedule** Full Time **Located Remotely?** N **Position Type** Management **JOB SUMMARY** Functions as the leader of the… more
- TIAA (Redwood City, CA)
- …Manager II advises existing client on a wide variety of gift planning, gift investment , and program management issues. This job is responsible for the delivery ... TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship...of clients. As a subject matter expert in relationship management , this job interacts frequently with senior staff in… more
- Comerica (San Diego, CA)
- …coordinating a custom marketing plan for assigned market; organizing and conducting investment management , estate planning and trust seminars for communities and ... responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of… more
- Robert Half Finance & Accounting (Buellton, CA)
- …for investment . * Monitors and evaluates financial and operational performance of portfolio companies, identifying trends, risks, and opportunities. * Supports ... or new acquisitions. * Reviews monthly investment data on tribal investment funds and complete quarterly performance reports. * Prepares internal, external,… more