- 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
- 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 (El Segundo, 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
- Wells Fargo (Monterey, CA)
- …this role:** Wells Fargo is seeking a Principal Mid-Corporate Relationship Manager within Commercial Banking's Food & Agribusiness Specialized Industry Group. ... wide strategies that significantly influence the organization's business and financial operations + Strategically lead all levels across the enterprise to improve… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Private Asset Operations State Teachers' Retirement System JC-487022 - Investment Officer III, Private Asset Operations ... individual to work as an Investment Officer III on the Investment Operations team. Investment Operations provides operational services and oversight across… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial centers. Its investments span public and private debt and equity securities , direct investments in private companies, and real estate. The role involves ... managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and...and a continuous improvement mindset. Position: Senior Hedge Fund Manager / Hedge Fund Controller Overview: This is a… more
- Cardinal Health (Sacramento, CA)
- …legal advice and services in order to protect the organization's assets, operations and image. This function provides legal counsel related to commercial, corporate ... securities , intellectual property, labor and employment, and regulatory law,...company legal matters, manages outside counsel and manages legal operations . Privacy is responsible for providing advice, counsel, and… more
- Wells Fargo (Los Angeles, CA)
- …role:** Wells Fargo is seeking a Senior Lead Commercial Real Estate Relationship Manager for the Specialty Real Estate Finance Group (SREF) as an Underwriter who ... goals + Knowledge and understanding of commercial real estate operations + Knowledge and understanding of Regulatory Risk and...subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article… more