- Sikla USA Inc. (San Francisco, CA)
- …Background: Bachelor's degree and 8+ years of relevant industry experience (family office, wealth management or other experience working with high net worth ... The Vice President of Family Office Advisory sits in...a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives,… more
- ICONIQ Capital (San Francisco, CA)
- …Background: Bachelor's degree and 8+ years of relevant industry experience (family office, wealth management or other experience working with high net worth ... The Vice President of Family Office Advisory sits in...a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives,… more
- JPMorgan Chase (Palo Alto, CA)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- BlackRock (San Francisco, CA)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... BA/BS required. Advanced Degree + A minimum of 3+ years investment or asset management experience; additional experience preferred; + Strong analytical skills… more
- BlackRock (Sausalito, CA)
- …Qualifications + 3 to 7+ years of financial services compliance with an asset management firm, investment adviser and/or broker-dealer. + Ability to identify ... a self-motivated Compliance professional to provide compliance support to the US Wealth Advisory's retail SMA and managed models business, including Aperio Group,… more
