- Experian (Costa Mesa, CA)
- …are in Dublin, Ireland. Learn more at experianplc.com Experian is looking for a Senior Vice President, FP&A and Strategic Finance to report to our North America ... quarterly results announcements. Strategic Business Partnership + Be a trusted advisor to North American business unit leaders, translating financial insights into… more
- BMO Financial Group (San Francisco, CA)
- …clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection ... assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net… more
- Snap Inc. (Los Angeles, CA)
- …Snap's dedicated in-house law firm, policy consultant, lobbyist, thought partner, and all-around advisor . This team helps Snap do the right thing the right way, make ... centered on Snap's values of Kind, Smart, and Creative. We're looking for an experienced Senior Counsel to join Snap Inc.! You will play a key role in partnering… more
- Bank of America (San Francisco, CA)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- City National Bank (San Francisco, CA)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- Bank of America (San Diego, CA)
- …The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
- Bank of America (Walnut Creek, CA)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate - Family Office A highly respected multi-family office is seeking a Senior Client Associate to join its San Francisco-based ... Execute client requests with accuracy, efficiency, and discretion + Collaborate with senior leadership on strategic initiatives and client solutions + Guide and… more
- Nevada County (Nevada City, CA)
- …and support in our commitment to justice. As the right hand and trusted advisor to theChief Public Defender, you will play a critical role in daily operations ... County offers employees the option to contribute to a pre- tax medical FSA and dependent Care FSA. Life Insurance...years of experience comparable to Nevada County's classification of Senior Legal Secretary. Please review the job description to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate - Wealth Management A highly respected multi-family office is seeking a Senior Client Associate to join its San ... + Execute client requests with precision and timeliness + Collaborate with senior leadership on strategic initiatives + Guide associates and analysts on shared… more