- Citigroup (Palo Alto, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Bank of America (San Francisco, CA)
- …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... Private Wealth Relationship Manager San Francisco, California **To...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- Citigroup (Beverly Hills, CA)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... will be expected to: + Function as the primary client contact and trusted investment advisor for...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Deloitte (San Diego, CA)
- …Recruiting for this role ends on June 1, 2026 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- SAP (Palo Alto, CA)
- …investment as well as customer resource capacity for innovation. **THE ROLE** As Senior Client Delivery Manager (CDM) we are looking for an accomplished ... S/4HANA on their path to the Intelligent Enterprise. The Senior Client Delivery Manager (CDM) acts as...Manager (CDM) acts as a trusted technical & Delivery advisor in the safeguarding and optimization of customer investments… more
- JPMorgan Chase (San Francisco, 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 (Costa Mesa, 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 (Sacramento, 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