- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect… more
- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience, including… more
- Oracle (Sacramento, CA)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... ensuring that our data centers meet the highest standards of quality, efficiency, and sustainability. By staying ahead of industry trends and incorporating innovative technologies, this team plays a crucial role in supporting Oracle Cloud Infrastructure's data… more
- Vianai Systems (Palo Alto, CA)
- …veterans of the industry. We think and work like entrepreneurs, but we've brought a wealth of experience and expertise that is deeply relevant to our mission and the ... market opportunity. About Vianai: Vianai (https://www.vian.ai/) is a Human-Centered AI platform and products company amplifying the power of human understanding and collaboration together with advanced AI techniques, to drive transformation. Vianai's unique… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …highly visible role advising sophisticated clients and overseeing complex family wealth structures. You'll partner with experienced professionals, lead key financial ... functions, and have real influence in a collaborative, high-caliber environment. Responsibilities + Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters + Lead and develop accounting and administrative teams + Oversee… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …Proven experience in operations management within a detail-focused services or wealth management firm. Strong knowledge of human resources practices, including ... hiring, termination, payroll, and employee relations. Exceptional leadership and mentoring skills to effectively support and develop team members. Excellent organizational and project management abilities with a keen attention to detail. Ability to manage… more
- Amazon (Culver City, CA)
- …the team's roadmap, delivering against clearly defined goals - Build and create a wealth of team presentations for both internal and external meetings A day in the ... life Every day is full of new opportunities in the life as a Senior Marketing Manager from supporting multiple film launches at a time, presenting in large meetings, partnering with cross-functional peers to collectively shape campaigns, as well as putting… more
- Vianai Systems (Palo Alto, CA)
- …veterans of the industry. We think and work like entrepreneurs, but we've brought a wealth of experience and expertise that is deeply relevant to our mission and the ... market opportunity. About Vianai: Vianai (https://www.vian.ai/) is a Human-Centered AI platform and products company amplifying the power of human understanding and collaboration together with advanced AI techniques, to drive transformation. Vianai's unique… more
- JPMorgan Chase (Apple Valley, CA)
- …**Required qualifications, capabilities and skills** + You will understand the wealth and asset management industries, tax management, custody and/or financial ... technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations. + High-level of comfort with and enthusiasm for technology-driven products and user experience + 10+ Years of… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …and training activities Requirements + 1-2+ years of experience in financial services, wealth management, or an RIA environment + Bachelor's degree required + Prior ... trading experience not required, but nice to have + Strong interest in progressing toward a Financial Advisor career + Willingness to focus primarily on trading responsibilities during the initial years Why This Opportunity + Clear path toward the Financial… more