- City National Bank (Los Angeles, CA)
- …Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience with a financial institution ... such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience working within a Compliance Investment … more
- BlackRock (San Francisco, CA)
- …in our Model Portfolios business, one of the most significant evolutions in the Wealth Management industry over the last decade and a growth driver within ... at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor,… more
- JPMorgan Chase (Walnut Creek, CA)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled ... reporting and rebalancing tools. + Experience with Registered Investment Advisors or wealth management firms. Excited about this role? We'd love to hear from… 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
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A mission-driven wealth management firm is seeking a Portfolio Administrator to play a key role in delivering high-quality investment management ... (Tamarac or similar). + Background in the Registered Investment Advisor or wealth management space. + Process automation or scripting experience. + Knowledge of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office, RIA, or UHNW environment. + Experience ... providing fully customized, single-family-office-style services. Its integrated approach spans wealth strategy, investment management , family office administration,… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client ... create and document processes. Preferred: + Background in RIA or wealth management environments. + Experience in portfolio analysis and business process… more
- City National Bank (Irvine, CA)
- …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management , trust and wealth planning set this team apart.… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …seeking a highly organized and detail-oriented Portfolio Administrator to join our growing wealth management team. This role is essential to the smooth execution ... + Portfolio reporting and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA) firms + Exposure to automation… more