- Charles Schwab (San Francisco, CA)
- …post-graduate degree and/or industry designation preferred. + 5 + years of financial services industry experience + Relationship management experience in the private ... wealth and/or investment management industries + Experience serving advisors to multi-generational...where there is competitive risk. + Basic understanding of investments (publicly and non-publicly traded), common ultra-high net worth… more
- City and County of San Francisco (San Francisco, CA)
- …and maintain strategic roadmaps for system implementations, and upgrades to ensure financial investments are optimized and aligned with industry standards, ... metrics to ensure fiscal accountability, cost containment, and return on investment across the ITT portfolio. + Optimize capital and operational expenditures… more
- Amazon (Sunnyvale, CA)
- …peers, and Leadership to craft Amazon Photos' product vision. Develop a prioritized CV-AI investment roadmap based on ROI and cost analysis. 3. Work with UI Product ... and production testing. Monitor emerging CV-AI trends and propose new investment opportunities through detailed analysis documents. 5. Create and execute SQL-like… 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 ... are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement,… 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...of experience in valuation, pricing operations, or a related financial services role. + Strong understanding of fixed income,… more
- Meta (Menlo Park, CA)
- …**Minimum Qualifications:** Minimum Qualifications: 7. 10+ years of experience in Financial Planning, Investment Banking or Management Consulting 8. ... and manage issues related to data center strategy, design, cost profile, financial reporting & forecasting, and planning, such as resource prioritization and… more
- JPMorgan Chase (San Francisco, CA)
- …clients with the many challenges and complexities they face in the ever evolving financial services space. **What you can Expect** You will be part of a three-year ... as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers… more
- Deloitte (Los Angeles, CA)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner… more
- Sands Investment Group (Los Angeles, CA)
- Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking highly motivated Advisors within the Debt and ... and collaborative new team in our Los Angeles location. At Sands Investment Group, fostering a culture of collaboration, teamwork, and community engagement is… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent ... helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends… more