- Neuberger Berman (San Francisco, CA)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- Morgan Stanley (San Francisco, CA)
- …Tailored Lending *Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance ... exceptional analytical skills *Ability to multi-task; meet deadlines and manage Financial Advisor and client expectations *Good collaboration skills in a… more
- Citigroup (San Francisco, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Bank of America (San Francisco, CA)
- Business Solutions Advisor - 7th And Clement Financial Center - Bilingual Mandarin Required San Francisco, California **Job Description:** At Bank of America, we are ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- JPMorgan Chase (San Francisco, CA)
- …innovation. As part of our team, you'll collaborate with industry experts on client -focused wealth management solutions, with the potential for a full-time offer for ... through mentorship and networking events. Join a team committed to building client relationships and making meaningful contributions to our business with customized… more
- Citigroup (San Francisco, CA)
- …development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Fifth Third Bank, NA (San Francisco, CA)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- BlackRock (San Francisco, CA)
- …of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives , SMAs and sub-advisory relationships, USWAs mandate is to deliver One BlackRock ... to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist/C is...investment solutions + Embrace technology to deliver an exceptional client experience **Qualifications:** + BA/BS required. Advanced Degree +… more
- Deloitte (San Francisco, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Bank of America (San Francisco, CA)
- …with a variety of clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Deloitte (San Francisco, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (San Francisco, CA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- KPMG (San Francisco, CA)
- …to the firm's environment and data; serve as an internal trusted advisor providing security consulting services across multiple technical domains to project teams ... trade-offs, and solve problems through identification of compensating control alternatives while enabling the business + Develop and maintain...for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by… more
- Deloitte (San Francisco, CA)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
- Palo Alto Networks (San Francisco, CA)
- …communication (written and verbal) and presentation skills + Quota driven attitude focused on client 's best solution by being a trusted advisor **The Team** As ... within your enterprise accounts, and most importantly, help your client sleep at night as they secure their digital...in the marketplace and positions ours as the best alternative + Deliver confidential product roadmaps + Coach account… more
- Black & Veatch (Walnut Creek, CA)
- …to align with megatrends associated with water scarcity, limited resources, alternative fuels, and energy sustainability. Our industry leading solutions modernize ... business solutions **Key Responsibilities** + Staying current on industry trends and client needs to inform growth strategies + Supporting the development and… more