- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- Microsoft Corporation (Los Angeles, CA)
- …meaning. The Global Investment team within CGM is seeking a **Senior Manager , Global Investment ** , with data analytics and media campaign planning ... person will contribute to the team's success in delivering media investment excellence through shared understanding of demand generation tactics; evaluating media… more
- Publicis Groupe (El Segundo, CA)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Manager reports to the Associate Director and supervises a team of Senior ... Associates and Associates. The Manager develops digital strategies and coordinates media plans for...continually evaluate and improve performance against client goals. The Manager is key to building and maintaining industry publisher… more
- City and County of San Francisco (San Francisco, CA)
- …risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums, ... for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public… more
- Cedars-Sinai (CA)
- …of the diligence process. Builds and maintains a research database of prospective investment manager relationships, including an active investment pipeline ... evolved Accelerator+ initiative, we are seeking a new additional investment team member to join our team. The ...both the asset class level and the individual firm, manager , or opportunity level. Primary Duties and Responsibilities Works… more
- JPMorgan Chase (Los Angeles, CA)
- …investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset ... with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- Raymond James Financial, Inc. (San Rafael, CA)
- …for tracking periodic investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- Deloitte (San Francisco, CA)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31,… more
- Wells Fargo (San Diego, CA)
- Job Description **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... of operations, compliance, and technology + Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent… more
- Wells Fargo (San Diego, CA)
- **About this role:** Wells Fargo is seeking a Market Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements is… more
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