- HUB International (Encino, CA)
- …growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in… 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...other specialty area. Activate C‑suite, investment manager, institutional investor, advisor , and regulator relationships to recruit speakers, sponsors, and… more
- Raymond James Financial, Inc. (San Jose, CA)
- …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of Financial Advisor… 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 ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
- T. Rowe Price (San Francisco, CA)
- …Provide insight and proactive ideas for improvement to optimize team's time and improve client experience + Work with senior leadership across T. Rowe Price and ... understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment… more
- KeyBank (CA)
- …**Job Description - Senior Relationship Manager, IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects ... deepening existing client relationships. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the … more
- Deloitte (Los Angeles, CA)
- …As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... Mergers and Acquisitions IT Diligence Senior Consultant Our Deloitte Strategy & Transactions team...for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's… more
- Deloitte (San Jose, CA)
- …and training. Develop and communicate workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and ... The Senior Manager will play a key role within...manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor .… more
- Deloitte (San Diego, CA)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas,… more
- BMO Financial Group (Walnut Creek, CA)
- …consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved ... partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients… more