- Robert Half Office Team (Palo Alto, CA)
- …applications. + Develop, manage, and update wealth management plans incorporating investment , banking , estate planning, tax liabilities and charitable giving ... to interact effectively with high net-worth clients. + Demonstrable knowledge of investment products, banking regulations, and financial planning. + Strong… more
- Thrivent Financial (Pleasanton, CA)
- …personal, actionable and achievable advice and connect clients to Thrivent insurance, investment , banking and generosity programs. + Develop and maintain ... from every facet of the organization-such as business development, marketing, technology , engagement, and experienced advisors-as you build your business.… more
- Meta (Fremont, CA)
- …and robust enterprise applications. We are currently looking for an experienced , insightful, forward-thinking Application Manager with a strong ability to design ... to scale global treasury processes. 7. Lead and assist in managing treasury technology projects. 8. Define, instrument and track relevant product goals and success… more