- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager San...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Raymond James Financial, Inc. (Los Angeles, CA)
- …a plan for significant aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of ... knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and… more
- Insight Global (Agoura Hills, CA)
- Job Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in ... estimated taxes, and the completion of applicable transactions. - Senior will have a direct report associate ...and work. We encourage continuous feedback and development. - Senior will be included on day-to-day client … more
- Stanford University (Stanford, CA)
- … Private Capital Institute** The inaugural Director should be a senior private ‑markets operator who brings deep industry experience, credibility, and ... Director, Private Capital Institute, Stanford Law School, Executive Education...programs and applied insights. This position reports to the Associate Dean for Executive Education and Strategic Partnerships. **Core… more
- Zions Bancorporation (El Segundo, CA)
- We are seeking a ** Senior Power Finance Associate ** to join our **Specialty Banking Group** focused on **Power Finance in El Segundo, CA** . This is a dynamic ... Responsible for financial modeling and analysis, identifying key risks, assisting senior bankers with loan structuring and pricing, preparing extensive written… more
- Columbia Bank (Irvine, CA)
- …who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted ... asset management portfolios to meet complex client financial needs. This position requires expertise in simple...partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in… more
- Grant Thornton (Newport Beach, CA)
- As the Tax Transformation and Automation Senior Associate , you will work with large publicly owned and private companies to evaluate existing processes and ... collaborate with team members, practice leadership, and our diverse client base as well as play a key role...within budget, based on the project's scope, to meet client needs and help you achieve more, confidently. Your… more
- Vaco (Los Angeles, CA)
- …private company in America every year since 2007! **Description** : The Senior Associate is responsible for generating sales, increasing revenue and ... operates in a blended role; recruiting top talent ("candidates") to fulfill open client job orders while establishing and developing client relationships. This… more
- Grant Thornton (San Jose, CA)
- As an Accounting Advisory Senior Associate , you will be responsible for teams that consult with clients on complex accounting transactions. You will help clients ... You'll build relationships with clients and your project teams, and engage client stakeholders to identify, assess, and deliver substantiated advice because together… more