- Charles Schwab (San Francisco, CA)
- …of contact for most of Schwab's asset manager relationships on topics such as mutual fund availability, fund adds, fund maintenance and the ... and registered investment advisor (RIA) clients. Within WAS, the Senior Manager , Third-Party Asset Manager ...part of the Investment Offers & Solutions (IOS) group's Mutual Fund and ETF platform relationship management… more
- RGP (Santa Ana, CA)
- …opportunity with the potential to **transition into a full-time role based on mutual fit.** The Accounting Manager will oversee core accounting operations, ... Friday in Santa Ana, CA.** Lead and mentor a team of 7-8 Senior and Staff Accountants through full-cycle month-end close, ensuring accuracy and timeliness. Oversee… more