Senior Regional Manager, Wealth Advisory Teams
Charles Schwab
Charles Schwab in Campbell, California is seeking a Senior Regional Manager to lead and motivate a team of Wealth Advisors. The ideal candidate will possess a CFP® and CFA® designation alongside extensive experience in financial services. The role emphasizes collaboration within a high-performance environment, ensuring quality service and maintaining compliance. Successful candidates will enjoy a competitive benefits package and workplace flexibility that promotes in-office collaboration. #J-18808-Ljbffr
- ...Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...as the client facing phone teams. The Wealth Strategies Consulting... ...addresses complex wealth management needs of clients through... ...liquidity needs. As a Senior Regional Manager you will coach and...SeniorWork at office
- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver reliable tax advice to clients. The role involves managing teams and providing up-to-the-minute advisory services across real estate, hospitality, and construction...Senior
- ...Nbutexas is looking for a Senior Consultant in Santa Clara to join its Accounting & Finance Advisory team. This role offers the opportunity to lead critical accounting projects for large organizations, engaging directly with senior stakeholders. The ideal candidate should...Senior
$102.5k - $114k
...Senior Consultant - Accounting & Finance Advisory (San Jose) Type: Onsite Full Time Build a career that compounds. Work on what matters most. An entrepreneurial... ...financial advisory firm is expanding its Bay Area team and seeking experienced accounting and finance...SeniorFull timeImmediate start- ...Baker Tilly Advisory Group, LP in San Jose, California, is seeking an experienced leader to manage tax services for technology and life sciences clients. The role involves providing federal tax compliance and consulting while driving business development. Ideal candidates...Senior
- ...A global consulting firm is seeking a Senior Manager for Payroll Advisory in San Jose. In this role, you will manage large-scale global payroll projects and lead teams to improve client services. You should have over 10 years of experience, ideally with a Big 4 firm, along...SeniorFlexible hours
- ...seeking an Indirect Excise Tax Staff member to support compliance and advisory projects across various industries. You will contribute to tax... ...client communication. Join EY and be part of a diverse team committed to building a better working world. #J-18808-Ljbffr...Senior
$98.5k - $121k
...This role requires strong expertise in local wildlife species and habitats, with responsibilities including project management, client liaison, and team mentorship. The successful candidate will ideally have an M.S. or Ph.D., coupled with 4-8 years of professional experience...SeniorLocal area$120k - $125k
...Asset Living is a third-party management firm and a proven partner in... ...you become part of a dynamic team that thrives on unity, unique... ...shared responsibility. Regional Manager The Regional... ...for review to the Regional & Senior Vice President and delivered...SeniorPermanent employmentFor contractors$140k - $200k
...Uniqus Consultech Inc is looking for a Senior Manager – Accounting Advisory in San Jose, California. This role requires strong expertise in US GAAP and... ...accounting, hold a CPA, and demonstrate a proven record in team leadership and client relationship building. A...Senior$109.4k - $170.6k
...A leading professional services firm is seeking a Senior role in International Corporate Tax Advisory. You'll identify complex tax issues, provide technical advice, and manage diverse teams. Ideal candidates have a bachelor's degree, relevant experience, and are pursuing...Senior- ...Anywhere Real Estate in San Jose, California is seeking a Senior Advisory Title Officer to serve as a subject-matter expert responsible for... ...real estate transactions. You will provide guidance to internal teams and external clients to ensure compliance and accuracy...Senior
- ...A leading global consulting firm is seeking a Senior Manager for its International Corporate Tax Advisory practice. This role involves managing complex international tax issues, leading client service teams, and providing technical advice. Candidates should possess a...Senior
- ...A leading global professional services firm is seeking a Senior Manager for their International Corporate Tax Advisory team. The role includes managing client relationships, providing technical tax advice, and developing team skills. Candidates should possess a relevant...SeniorFlexible hours
- ...A global advisory firm is seeking a Senior Manager for its International Corporate Tax Advisory team in San Jose. The role involves managing complex tax issues and leading a dedicated team while developing strong client relationships. Candidates should have a bachelor'...SeniorFlexible hours
$154.1k - $246.6k
...facilities operations and maintenance programs across a ~1M sq. ft. regional portfolio, ensuring reliability, efficiency, and high service standards Manage both in-house and outsourced facilities teams, fostering a high-performance, customer-focused culture Drive execution...SeniorLocal area- ...International is seeking a Transfer Pricing Senior Manager to lead their growing Transfer Pricing... ...an opportunity to work with a diverse team and address key issues for multinational... ...client relationships. Join a fast-growing advisory firm that values your unique talents. #J...Senior
- ...Rust-Oleum in San Jose, California, is seeking a Construction Manager to oversee all activities in the region. The successful candidate will manage project execution, lead a team, and work closely with contractors and accounts. Strong project management and communication...For contractorsWork at office
- ...Schwab Corporation is seeking an Assistant Branch Manager (ABM) in Campbell, California. In this role,... ...and client assets while coaching a dedicated team of branch professionals. If you are looking to advance your career in wealth management, this is a unique opportunity to...Local area
- Charles Schwab Corporation in California is looking for a Senior Regional Manager to lead a team of Wealth Advisors in offering personalized investment advice. This role focuses on coaching, team collaboration, and maintaining high-quality client service and performance...SeniorWork at office
- Surefox North America Inc is looking for a Full-Time Regional Account Manager to support security operations in the California Bay Area. The role... ...organizational capabilities, and the ability to work in a diverse team environment. As a veteran-owned company, Surefox encourages...SeniorFull time
$130k - $160k
...Ascend – a tax, accounting, and advisory platform that partners with... ...Our friendly and high-integrity team members create a supportive... ...initiatives. Position Tax Manager - Real Estate focused Are you... ...giving, estate planning, and wealth transfer strategies....SeniorLocal areaRemote work- ## Regional Property Manager - Owned AssetsApplylocations: City Office San Jose, San Jose, CA: City Office... ...and leading property management teams, collaborating with various stakeholders... ...metrics, and market trends to ownership and senior management.* Foster positive...Full timeWork at officeLocal areaImmediate start
- ...Greystar Worldwide, LLC is seeking a Regional Property Manager in San Jose, California, responsible for overseeing a portfolio of properties, managing... ...effective management strategies, collaborating with teams, and ensuring compliance with regulations. Qualifications include...Worldwide
$90.8k - $149.8k
...Seattle The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Senior you'll play a key role in that growth. Working... ...issues. Collaborating with partners, senior managers and clients to influence strategy, balancing risk...SeniorWork at officeFlexible hours$180k - $195k
...Senior Manager SingerLewak is a top accounting and consulting firm primarily... ...operating in the western region. Serving clients since 1959,... ...for assigned Assurance and Advisory engagements; responsible for... ...practices are executed by engagement teams in accordance with firm...SeniorWork at officeLocal areaWork from homeNight shift$90k
...an experienced Tax Strategist - CPA in San Jose, California. This role involves sophisticated tax compliance, planning, and client advisory services for high-net-worth individuals and complex taxpayers. The ideal candidate will excel in technical tax work, client...Senior- ...A well-established CPA firm in California is seeking a Senior Associate to join its CFO Advisory and Accounting Services practice. This high-profile position involves overseeing financial reporting, compliance, and staff development while directly interacting with clients...Senior
- ...Cresa in Sunnyvale, California, seeks a Project Manager II to coordinate multiple project teams and vendor partners, ensuring client satisfaction. This leadership role involves managing a team of Project Managers, Assistant PMs, and Project Coordinators while overseeing...Senior
$91.1k - $150.2k
...International Corporate Tax Advisory Senior - FY26 - HDG #841 Location: San... ...Other locations: Anywhere in Region Date: May 13, 2026... ...and ambitions, you could be managing various responsibilities, from... ...and develop a highly trained team, all while handling activities...SeniorWork experience placementSummer holidayFlexible hours
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