- Columbia Bank (Newport Beach, CA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. + ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California...private banking, and wealth management skills. + Intermediate estate planning , tax , advanced investment management skills. +… more
- City National Bank (Los Angeles, CA)
- *PORTFOLIO MANAGER III- AFFORDABLE HOUSING* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) * This individual is… more
- TIAA (Pasadena, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... to team investment philosophy and tactical allocation decisions. + Collaborate with legal, tax , and planning experts to deliver holistic solutions. + Serve as… more
- Oracle (Sacramento, CA)
- **Job Description** ** Senior Manager , Technical Program Management - Root Cause Analysis & Service Excellence (Oracle Analytics)** **Turn incidents into ... reliability, scalability, and security** . We are seeking a ** Senior Manager , Technical Program Management (TPM)** to...Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and… more
- Revelyst (Irvine, CA)
- **Job Description** We are seeking a driven and results-oriented **Treasury Manager ** to join our finance team. This role is ideal for a proactive professional who ... about optimizing cash flow and treasury operations. The Treasury Manager will play a critical role in forecasting, liquidity...financial initiatives. **This position reports to the Sr. Director, Tax and Treasury and is baed in Irvine, CA.**… more
- Oracle (Sacramento, CA)
- **Job Description** The OCI CICD team is looking for a high performing Senior Principal Technical Program Manager (TPM) with a background in cloud services, ... and share project information with executives and stakeholders accurately and effectively. A Senior Technical Program Manager (TPM) is required to understand the… more
- Oracle (Sacramento, CA)
- …Establish and maintain a delivery governance model with the customer at the most senior management and senior executive levels. + Perform proactive scope and ... risk management. Lead complex account planning and reviews. + Often takes a project/program lead...Work closely with Oracle and Customer management - Portfolio Manager and the roles within the pods (eg, Business… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate/Construction Advisory Manager , you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all phases ... real estate, and hospitality sectors, among others. Responsibilities include planning , directing, and completing projects and services for investigations, litigation… more
- Intuit (San Diego, CA)
- …file their annual tax returns, is looking for a Group Marketing Manager to develop a unified GTM strategy for experiential and grassroots campaigns for TurboTax ... local marketing team strategy and fiscal year forecast targets. The Group Marketing Manager will oversee the strategy planning , execution, and evaluation of… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Wealth Manager About the Role We're seeking an experienced Senior Wealth ... Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies. + Oversee development and execution of… more