- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to ... with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and implement financial plans covering retirement, tax, estate,… more
- Bank of America (Walnut Creek, CA)
- …clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. ... Our trusted advisory teams are equipped with access to the investment...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing… more
- Optiv (San Francisco, CA)
- …to reside in the San Francisco Bay Area._** As an Account Executive, aka. Senior Client Manager (Sr. CM) you'll be responsible for selling Optiv security services ... include a Solutions Architect, Client Operations Specialist, and an Executive Advisory Director and services practices personnel as appropriate for your accounts.… more
- CBRE (Los Angeles, CA)
- …loans. More information is available at http://www.cbre.us/real-estate-services/investor/debt-and-structured-finance. As a Senior Counsel on the Advisory team of ... Counsel, Debt and Structured Finance Job ID 229853 Posted 21-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Legal Location(s) Atlanta -… more
- City National Bank (Los Angeles, CA)
- …results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations, ... objective assurance over the design and operating effectiveness of the Bank's risk management practices, governance processes, system of internal controls for the… more
- Zions Bancorporation (Irvine, CA)
- …+ Serves as senior market leader with respect to the wealth advisory services business, ensuring that a full range of investment services are provided to ... financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management...procedures, and regulations. + Coordinate the development of new Advisory business and engage with the team on the… more
- Wells Fargo (Los Angeles, CA)
- …day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their ... Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: + Building valuation models and… more
- Abbott (Alameda, CA)
- …from cross functional teams. + Preparing and participating or facilitating in Risk Evaluation Executive Management Review meetings with Senior Level management. ... may include managing the completion of product containment activities and Risk Evaluations, and associated activities addressing the product nonconformances, and… more
- City National Bank (Los Angeles, CA)
- …report and validate corrective actions. * Challenge and aggregate front line risk assessments and report results/recommendations to senior management. * Manage ... The Head of Consumer Lending Compliance will act in a compliance advisory role supporting consumer banking on matters of regulatory compliance for Credit… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Assist in developing and executing financial plans across retirement, tax, estate, and risk management. + Support senior advisors in client acquisition and ... is expanding its Wealth Management team and seeking both Managers and Senior Managers who are passionate about delivering exceptional client service and embody… more