- Robert Half Finance & Accounting (San Francisco, CA)
- …serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance. This is a highly ... visible role advising sophisticated clients and overseeing complex family wealth structures. You'll partner with experienced professionals, lead key financial… more
- S&P Global (San Francisco, CA)
- …Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic ... multiple stakeholders + Collaborate with cross-functional teams including Product Management , Marketing, Pre-Sales Engineers, Account Management , and Customer… more
- Coinbase (Sacramento, CA)
- …needs of a high-growth and fast paced organization. * Experience in Banking, Wealth Management , Corporate Finance, Asset Management , FinTech or Crypto. ... a best in class experience for our customers through effective stakeholder management , task management , decisive prioritization, and efficient execution. *… more
- Grant Thornton (San Jose, CA)
- …1600 PE-backed portfolio company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax and audit ... for designing and delivering training programs that enhance relationship management capabilities across our private equity teams, with a...we believe in making business more personal and building trust into every result - for our clients and… more
- JPMorgan Chase (Irvine, CA)
- …on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing ... but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management . Has the ability to analyze client needs, identify ... and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service. Ensure… more
- University of Southern California (Los Angeles, CA)
- …potential partners, funders, and thought leaders. Project Oversight & Team Management + Oversee the practice's portfolio, including ShadeLA, the California Solar ... coalition-building and stakeholder engagement skills, with a track record of fostering trust across sectors. + An unwavering commitment to leveraging the Public… more
- JPMorgan Chase (Los Angeles, CA)
- … management philosophy of the firm + Ability to understand wealth management including, but not limited to: investing, trust and financial planning + ... small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including base salary… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and deliver actionable insights. + Develop liquidity strategies aligned with broader wealth ‑ management objectives. Compliance & Risk Management + Ensure ... Responsibilities Client & Advisory Support + Collaborate across tax, estate, trust , insurance, and investment disciplines to deliver integrated client solutions. +… more
- IBM (San Jose, CA)
- …to their questions about customer behavior and product usage, by leveraging the wealth of customer and product data we generate. What you'll do (responsibilities): * ... create. * Reliable, accurate, and well-documented data solutions that stakeholders trust . **Required technical and professional expertise** * Must have prior… more