- Robert Half Finance & Accounting (San Francisco, CA)
- …customized financial solutions to ultra-high-net-worth individuals and families, including investment management , estate and tax planning, lending strategies, ... resource within the Client Service team + Partner with investment teams on portfolio construction and cash deployment strategies...+ 6-8+ years of experience in client-facing roles within wealth management , family office, or related industries… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, offering a full suite of solutions including investment management , estate and tax planning, lending strategies, and ... Bachelor's degree required; 6-8+ years of experience in client-facing roles within wealth management , family office, or related industries. + Strong… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. Job Summary: (Purpose of ... close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered… more
- Nuveen Investments (San Francisco, CA)
- …Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds. They are ... GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This… more
- JPMorgan Chase (Irvine, CA)
- …Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new ... but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized… more
- CIBC (San Francisco, CA)
- …Worth Clients and their intermediaries and external Advisors, CIBC Specialists ( Wealth Strategies, Investment , Trust, Tax, Operations, Legal, Compliance, ... Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative services.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group… more
- JPMorgan Chase (San Francisco, CA)
- …to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and ... **The Role will be responsible for:** + Provide basic client information management + Prepare and review prospect/banking products pitches + Validate source of… more
- Columbia Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Columbia, we ... company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on… more
- Citigroup (Canyon Country, CA)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services ... to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends and developments… more