- City National Bank (Los Angeles, CA)
- …with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- CommonSpirit Health (San Francisco, CA)
- …**Operational Excellence:** Enhance program efficiency through maintenance and improvement of investment and project management tools and processes. Support ... happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the organization's mission and… more
- BlackRock (San Francisco, CA)
- …been at the core of BlackRock. Aladdin(R) is an operating system for investment managers that seek to connect the information, people, and technology needed to ... manage money in real time. Our investment software combines risk analytics with portfolio management, trading,...closely with the Client and Aladdin Product Managers to support client development needs + Work closely with the… more
- Bank of America (Santa Clarita, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- BlackRock (San Francisco, CA)
- …have senior level exposure and play an active role in redefinition of investment organizations. A typical transformation project is at least as much about processes ... We help clients achieve ambitious strategic objectives, which range from streamlining investment operations to integrating teams, to unifying their investment … more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...our community and are essential to our culture. In support of this commitment, our employees work from our… more
- Robert Half Office Team (San Diego, CA)
- …the Advisory Associate across a wide range of responsibilities, including executive support , family office services, investment operations, and client service. ... Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...our community and are essential to our culture. In support of this commitment, our employees work from our… more
- TIAA (Walnut Creek, CA)
- …TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of ... financial markets and a tailored approach to investment management. In this role, strategic thinking and trust-building with clients are central, along with… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more