Regional Wealth Director - Investments & Alternatives
CFA Institute
Wellington Management seeks a Regional Director – Wealth (Wholesaler) to lead wealth distribution on the West Coast. The role focuses on selling Wellington's investment strategies to financial advisors across wire houses and broker-dealers, with extensive travel in Northern California and the Pacific Northwest. Required are 7–10 years of external sales, a Bachelor's degree, and licenses Series 7 & 63. CFA/CAIA is a plus. #J-18808-Ljbffr CFA Institute
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Regional Wealth Director - Investments & Alternatives in San Francisco, CA vacancy
$250k
The Investment Counselor Grp Mgr is accountable for management of complex/critical/large... ...to one or more businesses/ geographic regions. Excellent communication skills required... ...market solutions, and traditional and alternative investments. Candidates for this position...SuggestedFull timeTemporary work$120k - $225k
Wellington Management Company is searching for a Regional Director - Wealth (Wholesaler) based in San Francisco. This professional will generate investment sales to financial advisors, collaborating with a dedicated team to market both public and private strategies. Requirements...SuggestedRemote job$100k - $225k
...Management offers comprehensive investment management capabilities that... ...driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will... .... Ideally, this Regional Director will live within the territory...SuggestedRemote workFlexible hours1 day per week$125k - $201.9k
The Role Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and...SuggestedFull timeWork experience placementH1bLocal areaWork visa$125k - $201.9k
Andersen is seeking a Manager in their Alternative Investment Funds practice in San Francisco. The role involves overseeing tax projects, ensuring client satisfaction, and leading business development. Qualified candidates should have over 4 years of experience in an accounting...Suggested$200k - $300k
A leading financial services firm in San Francisco is seeking an experienced Investment Counselor to serve high net worth clients. The ideal candidate will have over 10 years of experience providing investment advice and managing client relationships. A Bachelor's degree...Full time$175k - $215k
...Regional Clinical Director Northern (Bay Area) or Southern California The Problem Severe mental illness affects over 15 million adults... ...existing system is the problem. We question it, we test alternatives, and we move with urgency when something works. We...Amae Health
San Francisco, CA3 days ago- Who We Are General Catalyst is a global investment and transformation company that partners... ..., Snap, Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset... ...holdings, spanning all asset classes and alternative investments Oversee and execute on...
$200k - $300k
A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California. The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to...Full time- ...Director, Enterprise Risk & Insurance Location: San Francisco Bay Area Headquarters (primarily on-site) A leading organization... ...across essential coverage areas, incorporating self-funded or alternative mechanisms as appropriate. Oversee relationships with brokers...
Joseph Michaels International
San Francisco, CA1 day ago $120k - $225k
Job Title Regional Director - Wealth (Wholesaler) Location San Francisco, United States About the Role... ...to fill a Wealth Management, Alternatives distribution role in the West Coast... ...This sales professional will generate investment/alternatives sales to financial advisors...Remote workFlexible hours1 day per week$128k - $173k
...consumers. Responsibilities JOB PURPOSE The Senior Manager, Investment and Risk Management plays a pivotal role in strengthening the... ...lifecycle. Contribute to financial due diligence and assess alternative structures with a focus on risk‑adjusted value and alignment...Full timeTemporary workWork experience placement$95k - $135k
...for an accommodation or an alternative application process. Branch... ...branch and coordinate with the Regional Branch Manager to implement... ...consumer), fee incomes, and investment product referrals. Coordinate... ...regulations, and boards of directors. Ensure that all retail activities...Full timeTemporary workWork at officeLocal areaRelocationCTBC Bank
San Francisco, CA4 days ago- ...Regional Property Manager Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston...Full timeLocal areaImmediate start
Greystar
San Francisco, CA3 days ago $120k - $125k
...Regional Manager San Francisco, CA Company Overview Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since...Permanent employmentFor contractorsNashville Public Radio
San Francisco, CA3 days ago- The Regional Asset Protection Manager is responsible for managing and coordinating all Asset Protection functions within a given market... ...and use of exception reporting. This position will report to the Director of Asset Protection. . This role will support 32 locations...
- MissionHires is seeking a Director of Enterprise Risk & Insurance to lead our end-to-end risk and insurance strategy from our San Francisco... ...across core coverages, including evaluation of self-funded or alternative risk mechanisms Own broker, insurer, TPA, and claims service...
$275k
...Remote, Nationwide – Seeking Anesthesiology Regional Director Join the Physician Partnership Where You Can Increase Your Impact Vituity’s ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where...Daily paidContract workPart timeWork experience placementLocal areaRemote workFlexible hoursShift work$125k - $145k
Jewish Community Relations Council in San Francisco is seeking a South Bay Regional Director to lead community relations and fundraising initiatives across Santa Clara, Santa Cruz, and San Mateo counties. The ideal candidate will have 5+ years of experience in nonprofit...- ...program covering key lines, including cyber, directors and officers (D&O), errors and... ...expansion, and significant infrastructure investments. Coordinate with Accounting, Tax, Legal... ...reporting, enterprise risk governance, or alternative risk financing solutions beyond captive...Work at officeRelocation package
$133.1k - $295.67k
...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our... ...structure decks and Excel models illustrating the tax benefits of alternative structures Assess tax impact on clients of tax rules,...Full timeLocal areaKPMG
San Francisco, CA6 days ago$145k - $160k
...real estate platform offering expertise in property management, investment management, development, and construction services in... ...throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States...Full timeLocal area$145k - $160k
Greystar is seeking a Regional Property Manager to oversee and manage the performance and profitability of properties in San Francisco. Responsible for implementing effective management strategies, you will ensure high tenant satisfaction while optimizing financial returns...- The John Stewart Company is seeking a Regional Manager to lead the daily operations of a portfolio of affordable housing communities. Under the direction of the Regional Director or VP, you will implement management procedures, ensure LIHTC compliance, and coordinate with...Full time
$200k - $300k
...The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts... ...solutions. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize...Full timeLocal areaCitigroup Inc
San Francisco, CA4 days ago$200k - $300k
...Global Wealth brings together the full power of Citi to serve the entire continuum of... ...with deep industry specific expertise. The Investment Counselor is the primary wealth advisor... ...Combine in-depth knowledge of traditional and alternative investments with wealth planning and...Full timeCitigroup Inc
San Francisco, CA3 days ago$90 - $110 per hour
...functions. The ideal candidate should have 5-10 years of relevant experience in fund accounting and a strong background in alternative investments or real estate. The role requires independent management of complex accounting responsibilities in a fast-paced environment...$90 - $110 per hour
...with internal stakeholders to ensure accurate and timely reporting across multiple investment entities. The ideal candidate brings strong fund accounting expertise, a background in alternative investments or real estate, and the ability to independently manage complex...Contract work$174.73k - $309.73k
A biopharmaceutical solutions company is seeking a Director of Regional Business Development to drive sales growth in San Francisco. This strategic role blends account management with new client acquisition, requiring strong consultative selling and negotiation skills....Flexible hours$1,800 per month
...Convene and facilitate regular meetings of JCRC council members and regional stakeholders to deepen engagement in JCRC priorities and... ...Community Relations Officer with fundraising reporting to the Director of Development #J-18808-Ljbffr Jewish Community Relations CouncilWork at officeFlexible hoursAfternoon shift2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Regional Wealth Director - Investments & Alternatives. Be the first to apply!
Related searches
- branch operations supervisor San Francisco, CA
- regional development director San Francisco, CA
- area manager San Francisco, CA
- country manager San Francisco, CA
- area supervisor San Francisco, CA
- branch manager in training San Francisco, CA
- regional director of revenue management San Francisco, CA
- hotel regional director of operations San Francisco, CA
- area service manager San Francisco, CA
- area account manager San Francisco, CA