- BMO Financial Group (Palo Alto, CA)
- …have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** Gathers and analyzes ... investment performance data, communicates results to clients, pension consultants, and management . Verifies fund result accuracy, monitors trends, and reviews and… more
- Bank of America (San Francisco, CA)
- …a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's ... of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. **Specific responsibilities include,… more
- Bank of America (Walnut Creek, CA)
- …as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations ... ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft ... contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors...+ Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately… more
- Bank of America (Beverly Hills, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... development, wealth planning, investment management , or relationship management . Key responsibilities include providing quality client service, and … more
- Deloitte (Los Angeles, CA)
- …state efficiency and experience improvements + 1+ year(s) of experience supporting wealth management client segmentation and pricing strategy initiatives ... Required Qualifications + Bachelor's degree + 4+ years of experience supporting wealth management strategy, technology, and operations transformation… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Role: Operations Specialist - Wealth Management Location: San Francisco; hybrid ... Great Benefits! We're excited to partner with a growing wealth management firm in a beautiful office...Operations Specialist to assist with their back-office and client interaction! Great opportunity for someone who wants to… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time permanent role based in San Mateo. ... leadership role where work-life balance, strong team culture, and client care are top priorities. You'll be part of...info and immediate consideration. Requirements + 8+ years in wealth management , ideally in a small RIA… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management , is a leadership role as...Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions ( Operations , Compliance, Risk)Thrives in a dynamic team-based environment, effectively… more
- City National Bank (Los Angeles, CA)
- …will provide general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. Substantial expertise in ... of overall business strategy for the Bank and its wealth management business. WHAT WILL YOU DO?...services agreements, and custody agreements. * Review marketing and client facing material, disclosures such as Forms ADV and… more
- Citigroup (San Francisco, CA)
- …and product partners, coordinating Wealth 's engagement across the Global Family Office Wealth continuum. The client base ranges from the growing number of ... to middle market family office clients with more traditional wealth and asset management needs ("Core Family...end goal of surfacing new commercial opportunities and improving client outcomes. **Institutional Wealth Sales:** In partnership… more
- Charles Schwab (San Diego, CA)
- …The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth ... finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and... Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and … more
- Bank of America (Newport Beach, CA)
- …* Partners and collaborates with Underwriting, Risk, Operations , and Portfolio Management to deliver a seamless client experience * Maintains asset quality ... Relationship Building * Active Listening * Business Acumen * Client Management * Customer and Client...Qualifications:** * 10 plus years of commercial credit or wealth management credit experience * Strong oral… more
- HUB International (San Diego, CA)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... the transition to HUB RPW's technology platform(s) for both client -facing and back-office processes, and function as an advocate...the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least… more
- City National Bank (Los Angeles, CA)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth Management ... of the Internal Audit leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the development of… more
- Deloitte (Fresno, CA)
- …Provide regular project status updates, risk assessments, and executive summaries to client management and Deloitte leadership. + Mentor and develop ... client service, product development, technology modernization, and business operations . + Lead and deliver large, complex transformation projects in the… more
- Citigroup (Palo Alto, CA)
- …prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support to ... Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Deloitte (San Francisco, CA)
- …marketing, client service, product development, technology modernization, and business operations . + Analyze and benchmark client 's existing products and ... Retirement and Wealth Provider Solutions Consultant Our Human Capital practice...We innovate and deliver creative, industry-specific solutions that streamline operations and accelerate speed-to-value. Recruiting for this role ends… more
- Bank of America (San Francisco, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... criminal history for the position: FDIC. **Role Specifics:** The Wealth Management Client Associate -...Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Company Overview: This independent, growth-oriented wealth management firm delivers personalized, holistic financial strategies tailored to the ... accounts-the firm is focused on both preserving and growing client wealth . Managing over $650M in assets,...Ideal Candidate Qualifications + 1-2 years of experience in wealth management or a related financial services… more