- Stanford Health Care (Palo Alto, CA)
- …is responsible for all aspects of the enterprise applications portfolio that support the overall missions of Stanford Health Care (SHC) and Stanford Medicine. ... This includes strategic planning, defining the investment mix, overseeing the portfolio structure, executive communications and...with SHC joint ventures that rely on technology to support new businesses. The VP, Chief of Applications also… more
- Wells Fargo (San Francisco, CA)
- …between line of business segment leaders and the Commercial Bank, Corporate & Investment Bank (CB, CIB) Digital team. This role focuses on identifying and advancing ... that align with the priorities of the Commercial Banking, Corporate and Investment Banking, and Global Payments and Liquidity business lines and their segments.… more
- Bank of America (Carlsbad, 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 (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... This position plays an important role in developing and maintaining our investment technology base and delivering new platform functionalities. You'll be responsible… more
- Bank of America (Santa Barbara, 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
- 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
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and… more
- Bank of America (Burbank, 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
- Bank of America (Sacramento, 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
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who are ... advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services. + Assist in developing and executing financial plans… more