• PWM Client Services Team Leader (New Account…

    US Bank (Los Angeles, CA)
    …Administration, or related field (or equivalent experience). + 7+ years in Private Wealth Management , trust, investment, and account opening leadership. + 5+ ... knowledge of fiduciary law, trust accounting, investment products, and compliance ( AML / KYC , Beneficial Owner Rule). + Proven leadership, strategic thinking,… more
    US Bank (11/20/25)
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  • Family Office Accounting & Tax Strategist

    Robert Half Finance & Accounting (San Francisco, CA)
    …and deliver actionable insights. + Develop liquidity strategies aligned with broader wealth ‑ management objectives. Compliance & Risk Management + Ensure ... and mitigate financial, operational, and investment‑related risks. + Support KYC / AML processes and maintain required documentation. Investment Administration… more
    Robert Half Finance & Accounting (12/28/25)
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  • Tax & Accounting Manager at Family Office

    Robert Half Finance & Accounting (San Francisco, CA)
    …forecasting, cash flow, and financial analysis + Coordinate tax filings, audits, risk management , and KYC / AML + Administer pooled investment vehicles and ... highly visible role advising sophisticated clients and overseeing complex family wealth structures. You'll partner with experienced professionals, lead key financial… more
    Robert Half Finance & Accounting (12/21/25)
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  • Product Manager II - AI Automation

    Coinbase (Sacramento, CA)
    …working with B2B or enterprise products. * Background in financial services, wealth management , or fintech. * Basic fluency and technological understanding ... mocks, and ideally apps. * 6+ years of product management experience with evidence of meaningful impact YOU created....experience in, topics like transaction monitoring, Enhanced Due Diligence, KYC , AML etc. ID: GPPM05US *Pay Transparency… more
    Coinbase (11/07/25)
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