- City National Bank (Los Angeles, CA)
- …business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas * Act as an ... internal advisor to business and corporate units regarding the ORM...equivalent * Minimum 10 years of experience in the financial services industry * Minimum 7 years of experience… more
- UCLA Health (Los Angeles, CA)
- …perform administrative services while overseeing the full general operations of the financial and purchasing team . Responsibilities include finance, long and ... direct supervision to professional or skilled technical employees, serves as an advisor to the unit and administration, and analyzes and resolves problems while… more
- Takeda Pharmaceuticals (Thousand Oaks, CA)
- …as a trusted advisor and key member of the Site Leadership Team , responsible for leading all financial activities including business partnering, planning, ... at the Thousand Oaks Manufacturing Site. You will provide independent, strategic financial guidance to support site, operational, and regional goals, while also… more
- Robert Half Office Team (San Diego, CA)
- …Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a ... and client service. This role serves as a key liaison between the executive team , clients, custodians, and back office, ensuring smooth execution of both daily and… more
- Stanford University (Stanford, CA)
- …participation, collaboration, and service. Maintain responsibility for leadership development, team performance, and staff retention. + Partner with HR teams ... in alignment with organizational priorities. + Serve as a central advisor to senior leadership. Build partnerships that enhance cross-departmental collaboration and… more
- PennyMac (Westlake Village, CA)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... which oversees relations with investors, shareholders and or/the general financial community. As the VP Investor Relations, you will...Investor Relations will : + Serve as a trusted advisor to Executive and Senior Leadership teams to provide… more
- Bank of America (Walnut Creek, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Los Angeles, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... for you as a Tax Senior on our growing team ! Recruiting for this role ends on May 31,...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... for you as a Tax Manager on our growing team ! Recruiting for this role ends on May 31,...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more