- Oracle (Sacramento, CA)
- …Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of ... within the PE ecosystem. Key Responsibilities: Identify and build relationships with Private Equity firms. Present NetSuite value prop to PE firms Collaborate with… more
- Deloitte (Sacramento, CA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Insight Global (San Francisco, CA)
- Job Description A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated ... the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Sands Investment Group (Los Angeles, CA)
- …Manage the full deal cycle from outreach to closure, ensuring the quality of client and capital request deliverables, with support from leadership along the way as ... and entrepreneurial problem-solving skills, with a talent for negotiation and client relationship-building. Be self-motivated by a 100% commission structure. Embrace… more
- EFI Global (Riverside, CA)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... Reviews the work output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds productivity levels as… more
- US Bank (Los Angeles, CA)
- …internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor ) to facilitate timely account setup. + ** Client Relationship ... and discover what you excel at-all from Day One. **Job Description** The Private Wealth New Accounts Opening Manager leads the team responsible for account opening… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
- JPMorgan Chase (Palo Alto, CA)
- …a consistent and client -centric manner. You will act as a trusted advisor to both internal teams and clients, leveraging deep industry knowledge to inform ... Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate closely with diverse… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Palo Alto, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more