- 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
- Charles Schwab (San Francisco, CA)
- …both retail and registered investment advisor (RIA) clients. Within WAS, the **Senior Manager , Investment Offer Strategy** , will be a part of the ... in these products, while growing a key revenue stream. The **Senior Manager , Investment Offer Strategy** will help advance the IOS organization's strategy by… more
- Lightsource bp (San Francisco, CA)
- …presence in the US to support our expanding portfolio. **The Role** As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager ** , you ... expertise to help us grow our US portfolio. **About the Investment Management Team** Our ** Investment Management (IM) Team** acts as the primary liaison with… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Michelle Espejo via email or LinkedIn for additional information or questions. Accounting Manager | Real Estate Investment Firm| San Mateo| Hybrid | $150-180k ... Step into real estate private equity with a dynamic investment firm focused on multifamily housing. This role offers...where you can make a real impact. The Accounting Manager position is newly created to support an expanding… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Fund Accounting Manager / Senior Manager - Credit Fund A leading investment firm focused on healthcare is seeking an experienced Fund Accounting ... Manager or Senior Manager to join its...allocations, and cash forecasting. + Collaborate with Treasury on investment funding, expense allocation, and fair valuation. + Review… 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
- Robert Half Finance & Accounting (Menlo Park, CA)
- …send your resume via LinkedIn to JC del Rosario - I'd love to connect! Accounting Manager / Sr. Accounting Manager - Credit Fund About the Role We're seeking an ... experienced Accounting Manager (or Senior Manager ) to join a...overseeing fund accounting, financial reporting, and compliance for complex investment structures. You'll work closely with external administrators and… more
- Cedars-Sinai (Los Angeles, CA)
- …of the diligence process. Builds and maintains a research database of prospective investment manager relationships, including an active investment pipeline ... with the health system's Long-Range Financial Plan. As CSTV expands its investment activities, particularly in MedTech and Digital Medicine, which now encompass… more
- CalSTRS (Sacramento, CA)
- …one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified ... Job Posting: Associate Portfolio Manager , Fixed Income State Teachers' Retirement System JC-499715...regarding the development and implementation of various risk management, investment program strategies, processes and controls for the CalSTRS… more
- CalSTRS (Sacramento, CA)
- …one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified ... Job Posting: Associate Portfolio Manager , Infrastructure (Inflation Sensitive) State Teachers' Retirement System...Unit was developed to improve diversification of the overall Investment Portfolio by seeking investment strategies and… more
- CalSTRS (Sacramento, CA)
- …of the Senior Investment Director (SID) of TFM, the Senior Portfolio Manager provides oversight and guidance in the management of a major segment of the ... one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified … more
- TIAA (Pasadena, CA)
- … Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment ...Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep… more
- University of Southern California (Arcadia, CA)
- …role model for patient care and assists other professionals in their development. The Manager demonstrates investment in the overall forward movement of the unit ... as well as external market and organizational considerations. POSITION SUMMARY The Manager is an excellent clinician who assists the Director in supervision,… more
- Robert Half Finance & Accounting (Emeryville, CA)
- …liquidity and investment returns. * Monitor $3.1B bond portfolio with investment manager and report credit updates. * Participate in portfolio reviews, ... Description Robert Half is in search for a Manager of Investor Relations and Treasury, reporting to...OTTI discussions, and investment forecasting. * Prepare quarterly investment presentations… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . The Branch Complex Senior Manager role will lead branch(es) within a market of Wells… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... of operations, compliance, and technology + Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent… more
- Google (Sunnyvale, CA)
- …and illustrating climate change risks using geospatial technologies. As the Senior Engineering Manager for OCTO Alternative Investment Fund (AIF), you will build ... Senior Engineering Manager , Applied Innovation Factory, OCTO _corporate_fare_ Google _place_ Sunnyvale, CA, USA; New York, NY, USA **Advanced** Experience owning… more
- Deloitte (Sacramento, CA)
- Senior Manager , Operations and Technology Transformation, Investment and Wealth Management What we do Operations and Technology Transformation delivers market ... Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy...money managers. Work you'll do As an OTT Senior Manager , you will bring considerable industry expertise to deliver… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …connect! Wealth Manager About the Role We're seeking an experienced Wealth Manager to join a boutique investment advisory firm dedicated to delivering ... as a trusted advisor for high-net-worth clients, delivering tailored financial planning and investment strategies. + Manage and grow a book of business through firm… more
- US Bank (San Diego, CA)
- …open architecture where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.… more