- Bank of America (Pleasanton, CA)
- …comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank ... both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to...best suited for their financial needs, such as core Banking , as well as Investment and Life… more
- 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
- JPMorgan Chase (Palo Alto, CA)
- …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... lines of business and functions to deliver software solutions with high technology and business impact. You will also research, develop, and productionize… 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