• Investment Consultant - External Wholesaler

    City National Bank (Santa Fe, NM)
    …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations.… more
    City National Bank (01/08/26)
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  • Vice President, Investment Banking - SFO

    Two95 International Inc. (San Francisco, CA)
    …plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst , Client Relationship or Management Associate + Masters Degree ... merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations + Develops investment scenarios and corresponding… more
    Two95 International Inc. (12/08/25)
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  • Senior Behavioral Health Clinician - Citywide

    City and County of San Francisco (San Francisco, CA)
    …monitor productivity of staff; + Supervises the psychosocial assessment of client /patients for behavioral health services in behavioral health and/or primary care ... applying intensive casework and psychotherapy techniques for the benefit of client /patient; observes client /patient's condition and reactions; determines degree… more
    City and County of San Francisco (01/05/26)
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  • Behavioral Health Clinician - Citywide

    City and County of San Francisco (San Francisco, CA)
    …for the disposition of each case; + Compiles and maintains client records by preparing written/electronic documentation, charts, statistical data, periodic reports, ... interventions; actively manages caseload by maximizing use of resources to meet client needs; + Advocates for accessibility and improved services for individual… more
    City and County of San Francisco (01/05/26)
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  • Sr. Vendor Program Management

    Nuveen Investments (Dallas, TX)
    **Vendor Program Sr. Analyst ** The Vendor Program Senior Analyst job is responsible for building relationships with vendors and third-party service providers, ... world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before...for our clients and the many Americans who need us . **Our Culture of Impact** At TIAA, we're on… more
    Nuveen Investments (01/15/26)
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  • Digital Experience/Behavioral Analytics (Tagging)-…

    JPMorgan Chase (New York, NY)
    Are you ready to shape the future of digital banking? Join us at Chase as we transform customer experiences through innovative data and analytics. As a Tagging ... Analyst , you will play a key role in ensuring...channels deliver reliable, actionable insights. Your expertise will help us deepen customer engagement and position Chase as a… more
    JPMorgan Chase (11/22/25)
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  • Manager, Portfolio Management

    Commerce Bank (St. Louis, MO)
    …management experience required + 3+ years leadership/supervisory experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ... in our communities and the ones that work with us . Here, you'll find opportunities to grow and learn,...trust management to develop strategy for the achievement of financial goals and client retention + Ensure… more
    Commerce Bank (10/28/25)
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  • Portfolio Manager

    City National Bank (Houston, TX)
    …Degree * A minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?* ... WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients'… more
    City National Bank (12/05/25)
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  • Account Executive, Employee Benefits

    HUB International (San Diego, CA)
    …the account team, which may be comprised of an Account Representative(s) and Benefit Analyst (s) on all client work and deliverables. + Ensures account team is ... community. **WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US .** We have the competitive, exciting, and friendly work...future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates… more
    HUB International (01/05/26)
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  • Team Lead - Project Finance

    HNTB (Arlington, VA)
    …budgets, profitability, earnings variances, cash flow, and contract compliance. The Project Analyst acts as the primary financial advisor throughout the project ... you while building communities that matter to all of us . For more than a century, we have been...of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on… more
    HNTB (12/29/25)
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