- Citigroup (Los Angeles, CA)
- …unified business supports ultra-high-net-worth individuals 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 captures wealth management in the workplace...have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding… more
- KeyBank (Newport Beach, CA)
- …IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, ... through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business… more
- Citigroup (Los Angeles, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... management & planning services and access to a dedicated Private Banker. We also support firms, and we offer...have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding… more
- Oura (San Francisco, CA)
- …Compliance, this role will be responsible for advising on regulatory risk , marketing claims, product labeling, corporate compliance initiatives, and will oversee ... high-impact leadership role that requires the ability to proactively assess risk , develop scalable compliance frameworks, and influence cross-functional teams. The… more
- BMO Financial Group (San Francisco, CA)
- …in supporting a fast paced, ever-changing environment. You will be supporting US Private Wealth who are a leading, full service financial services provider. In this ... week. The Director & HR Business Partner of US Private Wealth, provides advice and counsel to a designated...specific operational/strategic work to deliver business results and/or minimize risk . + Fosters a culture aligned to BMO purpose,… more
- Deloitte (Los Angeles, CA)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private … more
- HUB International (San Rafael, CA)
- …Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B ... to rapid growth we are expanding our operational team. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things… 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...senior-level leadership to ensure successful project delivery, client satisfaction, risk mitigation, and team development. With over two decades… more
- Deloitte (Sacramento, CA)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- The County of Los Angeles (Los Angeles, CA)
- …service objectives of the County, while protecting the County from loss and risk . The Office of County Counsel is committed to inclusion, diversity, equity, and ... and specialized legal knowledge in Social Services Law and acts as principal legal advisor to a large County department or special district. This class is the first… more