• Wealth Relationship Manager

    Citigroup (Merced, CA)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (09/30/25)
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  • Regional Banking Manager

    Charles Schwab (Los Angeles, CA)
    …In depth financial background in both home lending and asset-based lending with focus on high net worth clients + Deep analytical skills, including the ... without employer sponsorship.** The Bank Sales team is seeking a high potential Regional Banking Manager (RBM) who will act as the Bank's subject matter… more
    Charles Schwab (09/21/25)
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  • CPA Tax Manager - Public

    Robert Half Finance & Accounting (Carmel, CA)
    …1120S, and 1065), and trusts. * Offer strategic tax planning advice tailored to high - net - worth individuals and diverse businesses. * Analyze and present ... Description We are looking for an experienced CPA Tax Manager to join an expanding organization that offers an...career growth tracks! This firm is recognized for delivering high -quality tax and accounting services to an exclusive clientele,… more
    Robert Half Finance & Accounting (09/20/25)
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  • Wealth Relationship Manager - Van Ness Ave

    Citigroup (San Francisco, CA)
    …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (09/19/25)
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  • Sr Private Bank Relationship Manager

    Columbia Bank (Los Angeles, CA)
    …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California...planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with… more
    Columbia Bank (09/04/25)
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  • Ukg Hrco WFM Senior Manager

    Deloitte (San Diego, CA)
    UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more
    Deloitte (09/13/25)
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  • Tax Manager

    Moss Adams LLP (Anaheim, CA)
    …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... **Tax Manager ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our… more
    Moss Adams LLP (09/11/25)
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  • Delivery Tax Manager - Global Employer…

    Deloitte (Sacramento, CA)
    …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
    Deloitte (07/31/25)
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  • Senior Wealth Advisor

    Citigroup (Chino Hills, CA)
    …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
    Citigroup (10/02/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
    Citigroup (08/24/25)
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