- CBRE (Sacramento, CA)
- …pitch materials, andprovidethought leadership content aligned toemergingcorporate ESGand tax saving strategies. **Internal Process & Pipeline Management ... reporting. **Preferred** + Experience engaging corporates around sustainability, ESG, or tax credit strategy. + Background in advisory, investment … more
- Sharp HealthCare (San Diego, CA)
- …financial statements to each medical group client's Finance Committee and senior management with necessary explanations for operating results.Effectively ... medical group client in consultation with medical group's Finance Committee and senior management .Prepares SCMG MSO operations and capital budget in consultation… more
- US Bank (Rancho Palos Verdes, CA)
- …Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and ... products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and knowledge of… more
- Bank of America (San Francisco, CA)
- …to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to ... in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management in addition to spending… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …provides ultra-high-net-worth clients with a full spectrum of services, including investment management , financial planning, lending strategy, and bespoke family ... efficiency, and a commitment to exceeding expectations. + Collaborate with senior management on firm-wide initiatives and customized client strategies.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management , estate and tax planning, lending ... Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A...and their advisors with complex wealth transfer, philanthropic, and tax -advantaged strategies + Maintain strong relationships with clients' external… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …ultra-high-net-worth individuals and families, offering a full suite of solutions including investment management , estate and tax planning, lending ... Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious...and their advisors with complex wealth transfer, philanthropic, and tax -advantaged strategies. + Maintain strong relationships with clients' external… more
- Lincoln Financial (Sacramento, CA)
- …will manage the daily administration of non-qualified deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). It ... regulations such as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed. * Serve...needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds… more
- Robert Half Finance & Accounting (Oakland, CA)
- …Master's degree in Finance, Accounting, Business Administration. + At least 10 years of senior financial management experience in the real estate or property ... involves managing accounting functions, auditing, budget processes, and capital management . Property Operations Responsibilities: + Collaborate with teams for… more
- Bank of America (Los Angeles, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax… more