- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit Union ... and regulatory requirements. + Ensure that the goals and operations of the Patelco Financial Solutions aligns with the...coaching experience. + Series 7, 63, 65 (or 66) Securities Registrations, and Life Insurance licenses are required. +… more
- PCL Construction (Los Angeles, CA)
- …accounting manager , accountants, administrative assistants, and payroll. * Partner with Manager Finance and Commercial Risk and operations staff on district ... Assistant Manager , Finance & Commercial Risk **The future you...district receivables and cash position. * Leads efforts with operations to develop mitigation strategies for risks and cost… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Investment Operations State Teachers' Retirement System JC-489028 - Investment Officer III, Investment Operations INVESTMENT ... individual to work as an Investment Officer III on the Investment Operations team. Investment Operations provides operational services and oversight across… more
- SMBC (Los Angeles, CA)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc.,… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... the Brokerage Support team, and Client Associates in various aspects of operations , compliance, and technology + Collaborate with the Brokerage Support Manager… more
- CalSTRS (Sacramento, CA)
- Job Posting: Operations Support Analyst State Teachers' Retirement System JC-488856 - Operations Support Analyst STAFF SERVICES ANALYST $3,861.00 - $6,276.00 per ... to work as a Staff Services Analyst on the Operations Team. CalSTRS delegated authority to Audit Services to...and invoicing. Under general supervision of the Staff Services Manager I (SSM I), the Staff Services Analyst works… more
- CalSTRS (Sacramento, CA)
- …Staff Services Manager I, and the Innovation and Efficiency Staff Services Manager I (Specialist); and overseeing the operations and activities of the ... Job Posting: Quality, Training, and Innovation Programs Manager State Teachers' Retirement System JC-488399 - Quality,...information and use of a designated trading platform for securities transactions, as well as filing a Statement of… more
- CalSTRS (Sacramento, CA)
- …and operations of the CalSTRS contribution accounts. The Contributions manager directs the complex collections of contributions of approximately $13 billion ... Job Posting: Senior Manager Contributions State Teachers' Retirement System JC-489159 -...work of technical and professional staff in the System Operations Unit and the Analysis Unit through subordinate supervisors,… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions ( Operations , Compliance, Risk)Thrives in a dynamic team-based environment, effectively… more
- CIBC (San Francisco, CA)
- …**What you'll be doing** As a Family Office Client Service Manager , you will provide customized support to ultra-high-net-worth clients and their ... Management & Service Delivery** + Serve as the primary contact for day-to-day operations and escalations related to Family Office services. + Oversee a select… more