- Deloitte (Los Angeles, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Costa Mesa, CA)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
- Citigroup (San Francisco, 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
- Citigroup (San Francisco, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Senior Banker SAFE Act is a strategic professional...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- Citigroup (Costa Mesa, 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 (FP) San Francisco, California...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- AECOM (Los Angeles, CA)
- …Cultivate and expand key relationships with senior executives at global client organizations, establishing yourself as a trusted advisor . This position ... in management consulting or professional services, with a significant portion in a senior client facing account management role focused on global accounts… 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 (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
- KeyBank (Newport Beach, 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