- City National Bank (San Francisco, CA)
- * TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a... Administration activities in a geographic location with a team of Trust Officers. Typically have ten… more
- CoStar Realty Information, Inc. (San Francisco, CA)
- Lead Product Designer - Matterport - SF Bay Area Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real ... estate information, analytics, and online marketplaces. Included in the...product and engineering teams. We also want a flexible team player who knows how to work smart with… more
- CoStar Realty Information, Inc. (San Francisco, CA)
- …continuing the momentum of rapid revenue growth of our West Coast region. You will lead a team of Regional Sales Directors and Sales Executives to achieve ... a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the...of an organization to influence stakeholders and constituents and lead the team to success. + Demonstrated… more
- Columbia Bank (Walnut Creek, CA)
- …developing full banking relationship with professional developers and sophisticated Commercial Real Estate (CRE) investors. Serve as the relationship lead for ... including construction, bridge, and permanent loans across a range of product types. Lead underwriting and analyst team in managing a large, complex portfolio… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …environment. Responsibilities + Serve as a trusted advisor across tax, estate , trust , insurance, and investment matters + Lead and develop accounting and ... office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance. This is a… more
- Robert Half Finance & Accounting (Berkeley, CA)
- … team delivering sophisticated, integrated financial plans across tax, estate , insurance, and investments. You'll collaborate closely with advisors and ... Lead complex plan development (cash flow, tax, insurance, estate ). + Present strategies and recommendations to clients alongside...skills; able to explain advanced strategies clearly and build trust quickly. Robert Half is the world's first and… more
- Deloitte (San Francisco, CA)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... and lead client meetings on compliance and consulting projects related...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth … more
- City and County of San Francisco (San Francisco, CA)
- …is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to ... and practices. In accordance with the annual investment plan, the investment team deploys capital with the objectives of enhancing the structure and diversity… more
- Edward Jones (Alameda, CA)
- …inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to ... them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...and grow your own practice, supported by your branch team , a home-office team and other regional… more
- Comerica (San Francisco, CA)
- …custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals to ... Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of… more
- WTW (San Francisco, CA)
- …contract reviews to ensure alignment of obligations. + Provide strategic design and lead resources to manage large property and Master Builders Risk programs along ... experience in a client-facing role with industry knowledge in Construction and Real Estate . + 8-10 years of Broking experience in Property, Casualty and Builders… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …* Manage and oversee the preparation and review of individual, corporate, partnership, estate , and trust tax returns. * Conduct detailed tax research and ... highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal...* Strong supervisory skills with a proven ability to lead and develop teams. * Excellent communication abilities to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …advisors. Primary Responsibilities Client & Advisory Support + Collaborate across tax, estate , trust , insurance, and investment disciplines to deliver integrated ... & Oversight + Supervise, train, and mentor accounting and administrative team members. + Manage outsourced providers while maintaining a strong client‑service… more