- Citigroup (San Francisco, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account… more
- Marriott (Truckee, CA)
- …condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Areas of ... brand's target customer and employees and provides a return on investment . Implements training programs related to property management reinforcing constant quality… more
- Healthpeak Properties, Inc. (Irvine, CA)
- …senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, ... and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors.… more
- Citigroup (Downey, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account… more
- Citigroup (Los Angeles, CA)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more
- Stanford Health Care (Palo Alto, CA)
- …and Stanford Medicine. This includes strategic planning, defining the investment mix, overseeing the portfolio structure, executive communications and accountability ... and processes are well integrated and comprehensively improve stakeholder return on investment . This role is responsible for ensuring that TDS priorities are aligned… more
- SLAC National Accelerator Laboratory (Menlo Park, CA)
- …Source (LCLS) is an internationally preeminent science facility, operated by Stanford University at the SLAC National Accelerator Laboratory on behalf of the ... currently underway, representing well over a billion dollars of investment . Over the next five years, LCLS will design...+ Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with… more
- TIAA (Redwood City, CA)
- …position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises ... existing client on a wide variety of gift planning, gift investment , and program management issues. This job is responsible for the delivery of high quality,… more
- Comerica (San Diego, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- Sedgwick (Sacramento, CA)
- …the performance of accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties according to established procedures. ... deposits, posts receipts, and reconciles billing. + Prepares bank and investment account reconciliations. + Researches, tracks, resolves, or properly refers… more