- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... Strategy & Program Management + Support the development and refinement of compensation strategies in alignment with company goals and market practices. + Manage the… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Boutique Wealth Management Firm Orinda, CA | Hybrid $70,000-$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions ... + Prepare financial plans and collaborate with advisors to deliver planning strategies + Meet with clients alongside advisors and help maintain up-to-date client… more
- Robert Half Finance & Accounting (Orinda, CA)
- …from a team that actually does it right? Join a boutique, fee-only wealth management firm that's known for its deep relationships, thoughtful planning, and strong ... and stay on top of planning goals across multiple clients + Research planning strategies , tax moves, Roth conversions, and more + Keep client data clean and plans… more
- Citigroup (San Francisco, CA)
- …and offers a wide range of products and solutions, including investment strategies , banking and lending, trust and specialized services.The Private Bank delivers ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Anywhere Real Estate (San Jose, CA)
- …using key metrics, analyze data, and provide actionable insights to optimize future strategies . * Channel Management: Coordinate and manage a variety of channels to ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- CH Robinson (Los Angeles, CA)
- …to OFAC, sanctions, and US export controls; develop and implement mitigation strategies . + Provide oversight for shipments involving dual-use and military items, ... policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to… more
- Citigroup (San Francisco, CA)
- …and offers a wide range of products and solutions, including investment strategies , banking and lending, trust and specialized services.The Private Bank delivers ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Carrington (Anaheim, CA)
- …self-study, e[1]learning, blended learning). + Create and execute remote/distance learning strategies using online and distance delivery via collaboration tools such ... + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Deloitte (San Diego, CA)
- …variety of tax issues including tax compliance, business restructuring, exemption strategies , philanthropic and charitable giving planning, and tax controversy. + ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- Anywhere Real Estate (San Jose, CA)
- …closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus. * High degree of ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more