- Stanley Black and Decker (Ontario, CA)
- …your skills along multiple career paths. + Learn: Have access to a wealth of learning resources, including our Lean Academy, Coursera(R), and online university. + ... Development: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online… more
- Cognizant (San Francisco, CA)
- …role in managing and nurturing client relationships within the Asset & Wealth Management domain. With a focus on project management and stakeholder engagement ... client relationships to ensure satisfaction and retention within the Asset & Wealth Management domain. + Oversee project tracking to ensure timely delivery and… more
- Raymond James Financial, Inc. (Brea, CA)
- Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship ... collaborative and positive team environment. When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side! **Essential… more
- BlackRock (San Francisco, CA)
- …adoption of Model Portfolios is one of the most significant evolutions in the Wealth Management industry over the last decade! As the industry drives towards greater ... **Construct model portfolios:** + Design custom model portfolios for specific wealth management clients that marry the client's customization requests with… more
- JPMorgan Chase (Los Angeles, CA)
- …and review management succession plans and objectives + Partner with our Wealth Advisors/ Wealth Strategists to advise on pre- and post-transaction planning ... strategies and integrate within family wealth transfer plans + Review and propose corporate governance structures + Review corporate documents including operating… more
- Citigroup (San Francisco, CA)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Transaction Management Lead, you will manage transactions from ... end-to-end deal process for M&A transactions for which Citi Wealth is serving as Escrow Agent. Work closely with...Service Team to provide an exceptional Client Experience to Wealth At Work clients nationwide. Direct contact with clients… more
- HUB International (San Diego, CA)
- …alongside our Commercial Lines, Personal Lines, Employee Benefits, or Retirement & Private Wealth teams, learning the ins and outs of our business while exploring ... from industry experts across risk, insurance, employee benefits, retirement, and wealth management, building both your professional skills and the foundation for… more
- Charles Schwab (Los Angeles, CA)
- …the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If ... you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Financial Planner About the Role Join a boutique, highly respected wealth management firm serving high‑net‑worth and ultra‑high‑net‑worth families. As a Financial ... consulting experience is highly valued. Candidates with RIA or wealth management backgrounds-especially those involved in financial planning-are strongly encouraged… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …We're looking for a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship ... degree required + 6-8 years of experience in client‑facing roles within wealth management or a family office (must‑have) + Exceptional interpersonal and… more