- Deloitte (Sacramento, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… 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
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Client Associate - Family Office San Francisco (Steps from Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi-family ... office based in San Francisco is seeking a Client Associate to serve as a key relationship manager...to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and… more
- AECOM (Los Angeles, CA)
- …+ Cultivate and expand key relationships with senior executives at global client organizations, establishing yourself as a trusted advisor . This position ... Join us. **Job Description** AECOM is seeking a **Senior Vice President, Global Client Development Leader** to drive growth, client centricity, strong client… more
- SAP (Palo Alto, CA)
- …our clients, internal and external stakeholders. We are dedicated to customer centricity, client intimacy and support of client lifecycle management. We create a ... customer resource capacity for innovation. **THE ROLE** As Senior Client Delivery Manager (CDM) we are looking for an...Manager (CDM) acts as a trusted technical & Delivery advisor in the safeguarding and optimization of customer investments… 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
- JPMorgan Chase (Los Angeles, CA)
- …other private capital transaction scenarios from the firm's wholesale client base. **Job Responsibilities:** + Support client engagement responsibilities for ... play a key role in driving our focus on private capital markets. This is your opportunity to execute...role will be important in supporting relationships between various client segments of the Commercial & Investment Bank, by… more
- PNC (Los Angeles, CA)
- …and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, ... Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… 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 ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...FINRA Licensed Series 7, 63/ 66 **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- BMO Financial Group (Los Angeles, CA)
- **Position Summary** The Philanthropic Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) ... of the emotional, social, and legacy-driven dimensions of wealth. The advisor will help clients move from transactional giving to transformational impact-aligning… more