- Robert Half Finance & Accounting (Mountain View, CA)
- …Wealth Architect is responsible for managing and retaining client relationships, coaching Associate Wealth Architects, and collaborating with senior advisors and ... the development of financial plans, estate maps, cash flow analyses, and investment strategies + Collaborate with internal teams and external advisors (CPAs,… more
- JPMorgan Chase (San Francisco, CA)
- …three-year program, top performing Analysts will have the opportunity to make Associate by participating in an assessment center. Promotional opportunities within JP ... work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior … more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- CBRE (Irvine, CA)
- …and marketing of commercial real estate properties for clients. Honorary Titles of Senior Associate , Vice President, First Vice President, Senior Vice ... the global leader in commercial real estate service and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- UMB Bank (Sacramento, CA)
- …the development of the software used by our Fund Accountants, external Alternative Investment client teams, and Investors to manage the investment portfolio. ... learn new skills, administer new tools, and grow their career. As a ** Senior Software Engineer** , you will be providing full-stack development support and… more
- City National Bank (Los Angeles, CA)
- …RELATIONS ANALYST* WHAT IS THE OPPORTUNITY? Responsible for working with Associate Director ("AD") to coordinate end-to-end regulatory activity within CNB and ... key thematic findings for reporting to AD which will be used to inform senior management, Board-level committees and key stakeholders to drive awareness of and help… more
- UMB Bank (Sacramento, CA)
- …and underwriting of new SBCRE (Small Balance Commercial Real Estate) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance ... credit request. + Present loan submissions to the UMB senior loan committee on behalf of relationship managers and...level of understanding of credit underwriting of all major investment CRE property types Demonstrates strong knowledge of bank… more
- UMB Bank (Sacramento, CA)
- …the development of the software used by our Fund Accountants, external Alternative Investment client teams, and Investors to manage the investment portfolio. ... role supporting 4D applications and/or designing cloud-based technologies as a senior -level software engineer **OR** a bachelor's degree in computer science,… more
- Robert Half Finance & Accounting (Danville, CA)
- …culture, and a strong commitment to work-life balance. Responsibilities + Support Senior Advisors with financial planning and investment strategies. + ... and is responsible for managing to-do's, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and… more
- Stanford University (Stanford, CA)
- …Pediatrics is seeking an educational scholar to join the Department as an Associate Professor or Professor in the University Medical Line. Candidates must be board ... others in developing their national involvement and leadership. **Position 2** - Associate Chair of Education, Department of Pediatrics, and Assistant Dean of GME,… more