- Deloitte (Los Angeles, CA)
- Senior Manager , Industry Solutions , Investment Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, ... engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure.… more
- Columbia Bank (Santa Rosa, CA)
- …a turn-key approach to LTC and Insurance solutions . **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within ... processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of… more
- BMO Financial Group (Walnut Creek, CA)
- …Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, ... Provides specialized wealth planning for High Net Worth / Ultra...and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance… more
- Bank of America (San Francisco, CA)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Private Wealth Relationship Manager San Francisco, California...service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- 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 Francisco,...deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as… more
- M&T Bank (Los Angeles, CA)
- …clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as ... of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days Join ... client meetings and follow-up materials, sometimes acting as Client Relationship Manager + Develop and present sophisticated financial plans covering cash flow,… more
- JPMorgan Chase (Long Beach, CA)
- …advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth ... JP Morgan Wealth Management provides individuals, advisors and institutions with...opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. +… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Associate | Wealth Management| Danville| Hybrid This firm manages ... make an impact. In this role you will support Senior Advisors in all aspects of financial planning and... Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …an opportunity to grow and lead in a collaborative environment? We're seeking a Tax Manager to join a boutique wealth management firm with an integrated tax ... and assist with complex tax issues. + Collaborate with senior leadership and tax preparers to ensure accuracy. +...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more