- Deloitte (San Francisco, CA)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- HUB International (San Rafael, CA)
- …requirements to advisor teams + Compensation reporting + Editing of client Service Agreements + Client facing training on operational processes and ... LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under...are expanding our operational team. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity,… more
- Harris & Associates (Sacramento, CA)
- The Director/Vice President leads complex public and private vertical construction programs while driving the strategic, operational, and financial objectives of the ... firm. Acting as a trusted advisor and company officer, this role blends field-proven construction...expertise with senior-level leadership to ensure successful project delivery, client satisfaction, risk mitigation, and team development. With over… more
- Cardinal Health (Sacramento, CA)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for all… more
- City National Bank (Los Angeles, CA)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- Deloitte (Costa Mesa, CA)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (San Diego, CA)
- …time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit ... basis. Responsibilities will include: + Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements. + Advising… more
- Deloitte (San Diego, CA)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Citigroup (Mill Valley, CA)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- FranklinCovey (CA)
- …shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions. To learn more, visit ... Education K12 Sales **Status:** Full-Time Exempt **Reports To:** Manager, Client Success **Location:** Remote - Anywhere in California **Territory:** This… more