- Broadridge Financial Solutions (El Dorado Hills, CA)
- …solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to ... Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better… more
- BlackRock (Sausalito, CA)
- …equity, and multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** ... We are seeking a highly quantitative and motivated Associate to join the Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio… more
- JPMorgan Chase (San Francisco, CA)
- …specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers to oversee private client relationships by providing strategic ... top performing Analysts will have the opportunity to make Associate by participating in an assessment center. Promotional opportunities...advice based on each client 's wealth objectives. They provide access to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly ... motivated and experienced Senior Client Service Associate to...+ Bachelor's degree with 6-8 years of experience in client -facing roles, preferably in wealth management or… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted… more
- 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 ... technical specialists, and external professionals to craft and execute personalized wealth strategies. Key Responsibilities + Lead client relationship… more
- TIAA (Walnut Creek, CA)
- … client goals. + Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. + Mentor Associate and Portfolio Managers to elevate ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment...Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity ( wealth management). Candidates… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …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
- City National Bank (Los Angeles, CA)
- …RELATIONS ANALYST* WHAT IS THE OPPORTUNITY? Responsible for working with Associate Director ("AD") to coordinate end-to-end regulatory activity within CNB and ... key thematic findings for reporting to AD which will be used to inform senior management, Board-level committees and key stakeholders to drive awareness of and help… more
- Robert Half Office Team (San Diego, CA)
- …execution of both daily and strategic tasks. Reports to the CEO's Advisory Associate . Key Responsibilities Family Office & Client Administration + Manage ... The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory... financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive… more