- City National Bank (San Francisco, CA)
- …within the portfolio across entertainment and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics to ... *RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY* WHAT IS THE...clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to… more
- Cupertino Electric (San Francisco, CA)
- **Posting Title:** Senior Project Manager, Special Systems **Reports To:** VP, Special Systems **Location:** Greater San Francisco Bay Area **Salary Range:** ... innovative and unique as the clients who build them. **ABOUT THE ROLE** Senior Special Systems Project Managers at Cupertino Electric handle daily operations of… more
- Bank of America (San Francisco, CA)
- …Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- Deloitte (Los Angeles, CA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...fixed income investments. Work You'll Do As a Tax Senior in this group, you will manage relationships, ensure… more
- Deloitte (San Francisco, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- BMO Financial Group (Los Angeles, CA)
- …deliver timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address… more
- City National Bank (Santa Monica, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... *RELATIONSHIP MANAGER SENIOR * WHAT IS THE OPPORTUNITY? Responsible for acquiring...needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities… more
- UCLA Health (Los Angeles, CA)
- …general direction of the Department Chair, Chief Administrative Office (CAO), Chief Financial Officer (CFO) and other Department leaders and in concert with other ... funded research awards for Departmental Principal Investigators (PIs). The Senior Lifecycle Research Administrator directs supervision typically to professionals or… more
- Norstella (Sacramento, CA)
- …forecasts, analytics, and scenario modeling. + Act as a trusted advisor to senior leadership on the financial impact of strategic initiatives. + Leadership & ... Senior Manager / Director of Revenue Company: Norstella...and India. **About the Role** We are seeking a Senior Manager / Director of Revenue to own and… more