- Robert Half Finance & Accounting (San Francisco, CA)
- …Email for fastest consideration for this opportunity. Our client is a respected independent registered investment advisor ( RIA ) firm that specializes in ... compliance reports. Requirements + 3+ years of experience as a Compliance Manager /Officer at an RIA . + Strong experience with regulatory filings,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …or Email for fastest consideration for this opportunity. Our client is an esteemed independent registered investment advisor ( RIA ) firm, known for their ... HYBRID working schedule awaits you. Responsibilities: + Create and supervise effective compliance measures. + Set up strong internal controls and ensure they are… more
- Deloitte (San Jose, CA)
- …of experience and knowledgeable industry professionals! Work you'll do: As a Manager within the Sustainability, Climate and Equity: Renewable Energy practice, you ... to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate… more
- Deloitte (San Jose, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... with a well-respected team of proven innovators! Work you'll do: As a Manager , you will identify eligible federal C&I generating activities and manage and facilitate… more
- Deloitte (San Jose, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... of proven innovators! Work you'll do: As a Senior Manager within the Sustainability, Climate and Equity: Gi3 practice,...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
- Manulife (San Francisco, CA)
- …+ Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance + Identify plans that are up for ... must reside within the territory** **The Opportunity** The Relationship Manager is an advocate for the Customer, an industry...team + Maintain the highest standard of excellence in advisor service by attending to inquires/requests + Train advisors… more
- Atria Wealth Solutions (San Jose, CA)
- …is growing its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for our members to ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement...Associate to join its growing team providing retirement and investment services to its member base in San Jose… more