• Manager , Complex Valuation

    KPMG (San Francisco, CA)
    …we are, and what we stand for. KPMG is currently seeking a Manager , Complex Securities to join our Valuations practice. ... **Business Title:** Manager , Complex Valuation **Requisition Number:** 112269...+ Effectively control / present / document / support complex securities valuations to various stakeholders, including… more
    KPMG (05/09/24)
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  • Operations & Technology Transformation…

    Deloitte (San Francisco, CA)
    …our clients, combining strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating models ... the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Work you'll do As an OTT… more
    Deloitte (05/09/24)
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  • Director, Enterprise RIA - Senior Relationship…

    BlackRock (San Francisco, CA)
    …sales and distribution teams. **Role Description:** The Enterprise RIA Senior Relationship Manager (SRM) will be responsible for securing a position of long-term ... results:** Own USWA collective goals; deliver durable results through complex , holistic and transformative solutions; demonstrate superior client-centric skills that… more
    BlackRock (06/19/24)
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  • Sr. Manager , CRIS-Consumer Protection

    Federal Reserve System (San Francisco, CA)
    …industry. Right now, we have a fantastic opportunity for a **Sr. Manager , Community and Regional Institution Supervision** in the Consumer Compliance unit. You ... (S+C) supervisory objectives. You will also be responsible for implementing complex supervisory processes, managing change, and measuring results. This is your… more
    Federal Reserve System (06/06/24)
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  • Senior Private Banker

    BMO Financial Group (San Francisco, CA)
    …the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly ... a deal team to meet client needs when acting as the lead relationship manager . + Manages the retention and expansion of client relationships through a contact… more
    BMO Financial Group (06/19/24)
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  • Sr. Risk Specialist, Large Institution Supervision

    Federal Reserve System (San Francisco, CA)
    …program participants has dual reporting lines: functional reporting to a LISCC program manager and administrative reporting to a local (FRBSF) manager . This ... critically analyze emerging risks. + Excellent ability to complete complex assignments with leadership support, successfully handle multiple assignments, prioritize… more
    Federal Reserve System (05/22/24)
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  • ETF Servicing - Analyst/Associate - SF

    BlackRock (San Francisco, CA)
    …**About BlackRock** Elevate your career by joining the world's largest asset manager ! Would you thrive in an environment that fosters positive relationships and ... Servicing Platform (ESP) as we migrate additional product groups and launch increasingly complex products on to the platform. In this role, you will be responsible… more
    BlackRock (05/22/24)
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  • JP Morgan Wealth Management- Executive Director,…

    JPMorgan Chase (San Francisco, CA)
    …planning opportunities both simple (eg, asset titling, beneficiary designations) and complex (eg, GRATs, split-interest trusts). We provide intellectual capital to ... also useful but not required. Knowledge of issues relating to securities -based compensation (restricted stock, employee stock options, performance share units,… more
    JPMorgan Chase (04/17/24)
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  • Client Relationship Specialist

    BMO Financial Group (Walnut Creek, CA)
    …and complies with all regulatory, legal and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations ... may be assigned as needed. **​** **Qualifications:** + Must have obtained **The Securities Industry Essentials (SIE) License** + Typically between 2 - 3 years of… more
    BMO Financial Group (05/04/24)
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