- Robert Half Finance & Accounting (San Mateo, CA)
- …to go into the office 5x a week. + 10+ years of experience in portfolio management with HNWI at a Wealth Management Firm + Bachelor's degree in finance, ... this opportunity. Our client, leaders in delivering tailored financial solutions, seek a Portfolio Manager for their San Mateo office. Experience a perfect… more
- Citigroup (Sunnyvale, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- US Bank (Palo Alto, CA)
- …investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance ... and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment… more
- KPMG (Santa Clara, CA)
- **Business Title:** Lead Specialist, Portfolio Manager **Requisition Number:** 114489 - 13 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... Advisory. KPMG is currently seeking a Lead Specialist, Project Portfolio Manager in Deal Advisory and Strategy...+ Minimum five years of recent experience in project portfolio management or a similar role within… more
- Bank of America (San Jose, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Business Banking Relationship Manager /Senior Relationship Manager - Silicon Valley,...experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle… more
- BMO Financial Group (San Jose, CA)
- …all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as ... We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San… more
- Deloitte (San Jose, CA)
- …+ A hands-on expert in SAP Treasury core components, spanning Cash management , Transaction manager , In-house cash, Risk analyzers, Liquidity planner, Hedge ... in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a...with a focus on SAP Treasury. With a robust portfolio of well-known and esteemed Fortune 100 clients, we… more
- City National Bank (Palo Alto, CA)
- …opportunities, strategies, and transactions in the Commercial and Core Banking Services, PCS/ Wealth Management , Treasury Management , Corporate Banking, and ... and sales through presentations to potential markets, colleagues, and senior/executive management . The Technology Banking Manager will collaborate on business… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Oracle PCMCS **Requisition Number:** 116903 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Anywhere Real Estate (Palo Alto, CA)
- **Coldwell Banker is seeking a Branch Manager to manage multiple offices including Menlo Park, Palo Alto and Portola Valley.** **Our Job Description:** + Branch ... for the past 21 years. + As a branch manager , you will have the opportunity to lead and...Banker Value Proposition - Production Power, Culture of Awesomeness, Wealth Building and Coaching to Confidence. They are the… more
- KPMG (San Jose, CA)
- …commercial lending, credit or financial analysis skills to include underwriting, portfolio management , financial analysis, and reporting; previous supervisory ... **Business Title:** Manager , Commercial Credit Risk **Requisition Number:** 115189 -...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Comerica (San Jose, CA)
- …in-depth knowledge of lending and non-lending products and services, including Treasury Management , Wealth Management , Foreign Exchange, and Global Capital ... * Prepare loan approval packages, in partnership with Relationship Managers and Portfolio Managers, for credit decisioning. * Provide complete analysis of loan… more
- Anywhere Real Estate (San Jose, CA)
- …earnings releases, and business reviews. This position reports to the Finance Manager in the AIS Finance Business Partner organization. **Key Responsibilities:** + ... individual provides reporting and analyses to Business and Finance management on a regular basis and must be able...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more