- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Coordinate with outside advisors-tax, legal, estate-to help implement complex wealth planning strategies + Collaborate with clients' personal CFOs, ... held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to...rely on the team for thoughtful financial guidance, big-picture planning , and day-to-day support that truly makes a difference.… more
- US Bank (Rancho Santa Fe, CA)
- …degree, or equivalent work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services experience - ... you excel at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible... products and offerings - Strong competency in Financial Planning - Demonstrated expertise in ability to engage in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …successful families. This multi-family office provides investment management, financial planning , lending strategies, and tailored family office services, all while ... as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth Management ( WM ) supports the Global Trusts & Estates practice and WM ... Join our Wealth Management team as the Trusts and Estates...review and establish tax policies, provide insights on complex planning and compliance scenarios, and evaluate the effects of… more
- JPMorgan Chase (New York, NY)
- …responsible for end-to-end delivery across the project life cycle and accountable to WM senior management for comprehensive program updates. You will leverage ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- Parker Hannifin Corporation (Miami, FL)
- …24/7 operational and technical support wherever it's needed. Digital & IT Senior Analyst "Functional Business Analyst" (SSO Division - Location: Miami, FL) Position ... Summary We are seeking a skilled Digital & IT Senior Analyst to join our team. The ideal candidate...of SAP core modules (FI, CO, MM, PP, SD, WM , etc.). * Excellent written and verbal communication and… more