- 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 ... As one team, we are all committed to delivering service , empowering financial literacy, creating products, and providing new...short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to… 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 ... to help us grow our US portfolio. **About the Investment Management Team** Our ** Investment Management (IM)...reporting and responses to waiver/approval requests + Overseeing debt service payments, letters of credit, and ancillary facilities +… 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
- Vanguard (Oakland, CA)
- Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who ... management, reporting, and compliance processes, including VPI's annual Global Investment Performance Standards (GIPS) certification. + Key Interface with VPI's… more
- Publicis Groupe (El Segundo, CA)
- …attention, to care more about our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a startup with the powerhouse soul ... best and most beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of a global leader, bringing… 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)
- …and execution services . Under the general direction of the Portfolio Manager , the Associate Portfolio Manager provides independent analysis, consultation and ... one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified … 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 ...asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for… 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 ... Demonstrates excellent communication skills and ability to consistently meet customer service standards. + Displays a professional commitment to the organization,… 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 (Beverly Hills, 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 ... you will:** + Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center… more
- Deloitte (Sacramento, CA)
- Senior Manager , Operations and Technology Transformation, Investment and Wealth Management What we do Operations and Technology Transformation delivers market ... harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process...Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …We're seeking an experienced Wealth Manager to join a boutique investment advisory firm dedicated to delivering exceptional service and holistic financial ... love to connect! Wealth Manager About the Role...advisor for high-net-worth clients, delivering tailored financial planning and investment strategies. + Manage and grow a book of… 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 ... construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications - Bachelor's degree,… more
- Jacobs (San Francisco, CA)
- …improve safe and equitable transportation, and maximize the positive impact of infrastructure investment . As the Manager of our Public Sector Strategic Accounts ... Big Data analytics to shed light on how people, goods, and services move, empowering smarter, data-driven transportation decisions. The company applies proprietary… more
- US Bank (Aptos, CA)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio ... construction resulting in tailored investment management and insurance services based upon...including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently + All the resources of… more
- CIBC (Newport Beach, CA)
- …as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Serve as client's primary… more
- UMB Bank (Sacramento, CA)
- …of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior experience ... Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate… more