- Vanguard (Oakland, CA)
- …as assigned. Qualifications: + Minimum five years relevant work experience, preferably in wealth or asset management . + Prior experience and demonstrable ... Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who… more
- S&P Global (San Francisco, CA)
- …a critical role in business development and client engagement across the Investment Management and Alternative Asset Management segments. Your product suite ... new clientswithin theFinancial Institutionsspacewith a focuson Investment Managementand Alternative Asset Management . + Utilizing commercial technology tools… more
- Gilead Sciences, Inc. (Foster City, CA)
- …discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we're looking ... collect, analyze, and distill information about our most important asset -our people-into insights that drive decisions. From pre-hire to post-termination,… more
- S&P Global (San Francisco, CA)
- …the opportunity to work with a wide range of companies across multiple asset classes, from start-ups to mature private credit companies. The Sales Representative ... individual quota plan + Focus on new customer acquisition, as well as cross -selling & renewals within existing accounts + Negotiate contract terms and maximize… more
- Citigroup (Beverly Hills, CA)
- … planning and private banking services to optimize client service and cross -marketing opportunities. + Work across currencies, asset classes, markets and ... over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work… more
- BlackRock (Sausalito, CA)
- … . Develop medium-term roadmaps in collaboration with users and senior management . Develop cross -functional relationships with business teams to prioritize ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.… more
- Coinbase (Sacramento, CA)
- …evolving needs of a high-growth and fast paced organization. * Experience in Banking, Wealth Management , Corporate Finance, Asset Management , FinTech or ... and quality metrics for your line of business/team members. * Collaborate cross -functionally with Program, Quality and Training teams to improve existing workflows… more
- BlackRock (San Francisco, CA)
- …or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our clients, from ... wealth advisors to family offices to endowments and foundations....team that addresses strategic business initiatives involving customer relationship management , client onboarding, investment operations and servicing workflows. **Key… more