- Coinbase (Sacramento, CA)
- …approach to partner engagement, helping our partners navigate from strategy through product development, integration, and post-launch partnership success, while ... emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the markets… 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** ... The Associate will contribute to all facets of the quantitative strategy research process, including building research infrastructure, managing back-tests and… more
- Parker Hannifin Corporation (Irvine, CA)
- …principal tool. + Ensures the development of a robust Lean Future State Strategy to be implemented division-wide. + Develops and coordinates the standardization of ... objectives, and implementation plans relative to the Lean Journey Assessment, Division Strategy Deployment, and Future State Site Plans. Communicates the status of… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... providing thought leadership. You will report to the Head of US Client Strategy for Core & Core Plus Funds. **Job** **Responsibilities:** + Growing and maintaining… more
- Wells Fargo (Pasadena, CA)
- …custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy , and business strategies. The section also provides support to the ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services… more
- Cedars-Sinai (Los Angeles, CA)
- …to Cedars-Sinai. Interprets and analyzes detailed biographical and financial/ wealth indicator information on individuals, corporations and foundations. Analyze ... and interpret complex financial disclosure documents for the purposes of wealth assessment, such as IRS information, SEC filings, real property files, financial and… more
- Wells Fargo (Irvine, CA)
- …custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy , and business strategies. The section also provides support to the ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...services within the Banking, Lending, and Trust division of Wealth and Investment Management. Learn more about the career… more
- Stanley Black and Decker (Sacramento, CA)
- …on your needs to ensure proper inventory for promotional activities + Drive execution strategy based on trends and SKU level detail by analyzing the Power BI and ... your skills along multiple career paths. + **Learn:** Have access to a wealth of learning resources, including our Lean Academy, Coursera(R) and online university. +… more
- TIAA (Walnut Creek, CA)
- …evolving client goals. + Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. + Mentor Associate and Portfolio Managers to elevate ... + Serve as a subject matter expert in client meetings and internal strategy sessions. + Identify risks and opportunities across portfolios and macroeconomic trends.… more
- Citigroup (Los Angeles, CA)
- …who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more