- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... Manager, Compensation is responsible for the development, implementation, and management of compensation programs that support the organization's strategic… more
- CH Robinson (Los Angeles, CA)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... of experience in US and global trade compliance, OFAC regulations, and program management + Strong knowledge of US and international trade laws, export regulations… more
- Anywhere Real Estate (San Jose, CA)
- …base salary and variable compensation. **Key Responsibilities:** * Partner Management - Support ownerships of broker-owner relationships, input, and questions ... * 5+ years of experience in strategic or partnership management functions; no real estate or industry experience required....each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- Charles Schwab (Los Angeles, CA)
- …preferred. + 5 + years of financial services industry experience + Relationship management experience in the private wealth and/or investment management ... Charitable Consulting is responsible for long-term sustainable growth, relationship management , a premium client experience and providing timely, relevant charitable… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role you will:** + Assist Financial Advisor (s) with service and operational related activities such as...FA(s) + Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating… more
- Coinbase (Sacramento, CA)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase… more
- Comerica (San Mateo, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build… more
- Cherry Bekaert (Sacramento, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services +… more
- JPMorgan Chase (Los Angeles, CA)
- …extensive network and resources to position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more
- Conagra (Oakdale, CA)
- …talent acquisition and employee engagement to labor relations and strategic project management . This is your opportunity to shape a thriving workplace culture, lead ... you'll do in this role: + **Strategic HR Partner** : Serve as a trusted advisor to leadership, offering daily HR guidance and coaching to drive team performance and… more