- Nuveen Investments (San Francisco, CA)
- …plans, or other non-annual incentive plans). **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the ... Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs...world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed… more
- Wells Fargo (Hawthorne, CA)
- …services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously ... + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for… more
- CIBC (San Francisco, CA)
- …local internal awareness of Family Office services. + Assist clients with CIBC Private Wealth Investor Dashboard. + Maintain/update client personal and account ... Worth Clients and their intermediaries and external Advisors, CIBC Specialists ( Wealth Strategies, Investment , Trust, Tax, Operations, Legal, Compliance,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group… more
- S&P Global (CA)
- …inbound third-party content from market data providers, subscription licensing, vendor management , and stakeholder engagement. iDACS is instrumental in ensuring that ... audits **Functional & Business Knowledge:** . Prior experience in vendor management , contract review and/or vendor negotiation, including all relevant business,… more
- World Insurance Associates, LLC. (Los Angeles, CA)
- …who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.… more