- Robert Half Finance & Accounting (Mountain View, CA)
- …client meetings, follow-ups, and service updates. + Supervise and mentor Associate Wealth Architects, supporting their professional development. + Maintain ... wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, and estate coordination. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bachelor's degree with 6-8 years of experience in client-facing roles, preferably in wealth management or family office settings. + Exceptional interpersonal and ... Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office...clients with a full spectrum of services, including investment management , financial planning, lending strategy, and bespoke family office… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and retaining client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role collaborates with senior ... financial modeling and investment policy execution. + Supervise and mentor Associate Wealth Architects, supporting their professional development. + Ensure… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create ... company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …of medical services, quality, population health, behavioral health, Enhanced Care Management (ECM), including Street Health, and risk management , including ... of the organization's Executive Leadership Team and by extension, our Strategic Management Team (SMT) and Operational Management Team (OMT). Tiburcio Vasquez… more
- Carrington (Anaheim, CA)
- … Management System (LMS), online courses within LMS, content and delivery of associate and management development, on-the job training, new hire training, new ... online courses within LMS, content and delivery of overall associate and management development, on-the job training,...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that… more
- Robert Half Office Team (San Diego, CA)
- …organizational skills and attention to detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to perform accurate ... the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive support, family office… more
- Customs and Border Protection (San Francisco, CA)
- …of Chief Counsel provides legal guidance to, and legal representation of, CBP management in matters relating to the activities and functions of CBP. The Office ... Employment; Enforcement and Operations; and Trade and Finance, under the supervision of Associate Chief Counsels. The field structure consists of Associate and… more
- Amgen (Thousand Oaks, CA)
- …business and technology strategy needs + Partner with Engineering and Product Management to develop a roadmap, prioritize release scopes, and refine the Product ... degree AND 8 years of Information Systems and Data Analysis experience; Or + Associate 's degree AND 10 years of Information Systems and Data Analysis experience; Or… more
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