- Robert Half Finance & Accounting (Mountain View, CA)
- …Comp: $90-$130k DOE Jennifer Fukumae is partnering with a prestigious Silicon Valley Wealth Management firm, a Registered Investment Advisor with ~1B AUM, ... expertise and actively engage in all aspects of the wealth management process. + Collect and organize client data,...+ Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.… more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client relationships, delivering comprehensive financial planning, and supporting the execution of investment and wealth strategies. You'll work closely with a ... allocation strategies, and long-term planning models. + Execute and oversee portfolio trades, rebalances, and other investment -related actions. + Collaborate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …internal investment professionals to assist in cash deployment and portfolio implementation + Provide cross-functional support on internal projects and firm ... families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office… more
- Tradeweb (Los Angeles, CA)
- …the market for managing liquidity. Organizations can manage risk across their entire investment portfolio with the AI-driven solution, ICD Portfolio ... **Company Description** ICD is treasury's trusted provider of investment technology and the corporate client channel of Tradeweb, a leading global operator of… more
- S&P Global (CA)
- …10 **The Team:** As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in ... a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Bank of America (Los Angeles, CA)
- …Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... and increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues of $50… more
- Fifth Third Bank, NA (San Diego, CA)
- …business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $20MM and generally ... knowledge of trends, practices, services and the competitive landscape. #LI-JB1 Portfolio Management + Work with One Bank partners (Treasury Management., Capital… more
- CIBC (San Francisco, CA)
- …Growth Strategies, Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management, Wealth Management At CIBC, we ... key partners across the organization to grow the business while maintaining healthy portfolio risk metrics. _At CIBC we enable the work environment most optimal for… more
- University of Southern California (Los Angeles, CA)
- …crafting a compelling case for support and growing philanthropic investment in scholarships, operational priorities, and innovative alumni engagement opportunities. ... The Executive Director will manage a robust portfolio of top prospects, including board members and loyal...perks to help protect their and their dependents' health, wealth , and future. These benefits are available as part… more