- SMBC (Brea, CA)
- …can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank. Specialties: Commercial Loans ... Specialized Financing, Real Estate Loans, Cash Management Services , International Services **Role Description** The Senior Relationship Manager (RM) position… more
- Charles Schwab (Irvine, CA)
- …fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on ... and transform the finance industry together. As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you...impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to… more
- Deloitte (Costa Mesa, CA)
- …areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment ... June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will...will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more