Senior Investment Counselor & UHNW Relationship Leader
Citibank (Switzerland) AG
Citibank (Switzerland) AG is looking for a Managing Director, Investment Counselor in Palo Alto, with over 15 years of experience in providing investment advice to ultra-high net worth clients. The role involves establishing and growing investment relationships, delivering optimal investment solutions, and engaging clients effectively. The ideal candidate will possess strong commercial awareness and advanced judgment, along with a Bachelor's degree, and preferably a Master's degree or CFA. #J-18808-Ljbffr Citibank (Switzerland) AG
$85k - $110k
...in Cupertino, CA to oversee branch operations and drive business growth. This role includes managing staff, developing banking relationships, and ensuring compliance. Candidates should have 3-5 years of banking experience and leadership abilities. The position offers a...SeniorBank staff$88.4k - $132.6k
Citigroup Inc. seeks a Wealth Relationship Management Senior Analyst in Mountain View, California. This role requires strong analytical abilities and experience in relationship management with affluent clients. Responsibilities include deepening client relationships, providing...Senior- ...Analyst in Mountain View, CA. In this role, you'll act as a trusted advisor, helping to develop strategic plans and drive optimal investment decisions. You'll work across departments to provide insights and monitor key performance indicators while preparing financial...Senior
- A global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening relationships with affluent clients, providing tailored financial solutions, and ensuring compliance...SeniorFull time
- ...budget management for key executives. This role involves overseeing approximately $1.5B+ in investments, delivering insights for financial performance, and presenting to senior leaders. Candidates should have over 10 years of FP&A experience, strong understanding of...Senior
$150k
A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships...Senior$215k - $235k
...seeks a Principal to join their venture capital team in Palo Alto, California. The Principal will source, underwrite, and manage new investments while interacting with various stakeholders globally. The role requires a Bachelor's degree and 7+ years of relevant experience...Senior$240k - $350k
...to report directly to the CEO and develop strategic partnerships with SAP and systems integrators. This role involves building relationships, negotiating agreements, and generating partner-sourced revenue. The ideal candidate will have significant experience in the SAP...Senior- ...Responsibilities & Expectations The Senior Team Leader is an experienced Executive Protection Agent tasked with leading a team of at... ...Protentional for special assignments Effectively build relationship and communicate with protectees, key staff and employee...SeniorLocal areaShift workNight shift
- A leading global professional services firm is seeking a Senior Manager in Oracle Services to manage complex technology implementations... ..., strong technical skills, and proven experience in client relationship management. Responsibilities include leading project delivery...SeniorFlexible hours
- ...financial technology company located in Menlo Park is seeking a Senior Tax Manager to join their dynamic team. The ideal candidate... ...over 10 years of tax experience, expertise in partnerships and investment funds, and solid knowledge of federal and state tax laws. This...Senior
$119.3k - $212.2k
...focused on developing and managing indirect sales channels. The selected candidate will drive revenue growth by building strong relationships and optimizing performance in a remote-friendly environment. Ideal candidates will have 6-8 years of sales experience, strong analytical...SeniorRemote job- Ernst & Young Oman is seeking an SAP Tech/Arch Senior Manager to lead engagement delivery. You will play a key role in identifying... ...requirements and developing user interfaces while managing client relationships and ensuring project success. The role requires a blend of...Senior
$135k - $308.5k
...A global professional services firm is looking for a Senior Manager in Indirect Tax to lead complex tax engagements and optimize financial... ...managing compliance, and leading teams while fostering client relationships. Candidates should possess strong analytical skills, a...Senior- A leading tech services firm is seeking a Senior Client Executive-Hi-Tech to join the team remotely in California. This role is pivotal in managing client relationships and driving revenue growth in the Manufacturing sector. The ideal candidate will possess extensive sales...SeniorRemote job
- ...Senior Business Development Manager / Strategic Partnerships - Fintech, Investment & Institutional Relationships Location: Candidates must be Bay Area-based; the role is mostly remote with light periodic in-person collaboration required in the Palo Alto, Mountain View...SeniorRemote work
$140k - $190k
...currently being finalized. Travel: Travel for relationship-building with family offices, hedge funds,... ...solutions, has an immediate opening for a Senior Business Development Manager / Strategic Partnerships - Fintech, Investment & Institutional Relationships The Role...SeniorFor contractorsLocal areaImmediate startRemote work$170k - $210k
...integrating financial planning, investment management, business... ...criteria methodology here. Regis UHNW Team: Our Regis Group... ...dreams. You will be the primary relationship manager and responsible for... ...management. Job Summary: The Senior Wealth Advisor focuses on...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Mountain View, California. This seasoned professional will deepen relationships with affluent clients and provide tailored financial solutions based on their complex needs. With 5-8 years of experience...Senior$180k - $236.2k
...Snowflake is looking for a Senior Manager, International Tax, to join their finance team in Menlo Park, CA. The role involves overseeing U.S. and foreign income tax compliance and reporting for international entities. Candidates should have over 10 years of international...Senior$119k - $299.93k
...PwC is seeking a Senior Manager in Palo Alto, California to lead the design and implementation of enterprise AI and machine learning... ...with teams to define project scopes as well as mentoring future leaders. The salary range is $119,000 - $299,930, and inclusive benefits...Senior$170k - $210k
...integrating financial planning, investment management, business management,... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high... ...years of experience working with UHNW clients Certifications/Licenses...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours- ...A financial services institution in Palo Alto is looking for a Trust Portfolio Senior Manager to provide investment advisory services to clients and oversee agency and trust accounts. The role requires 7 years of wealth management and investment experience, a Bachelor...Senior
$57.69 - $64.68 per hour
Lucile Packard Children's Hospital Stanford is seeking an Advanced Licensed Clinical Social Worker to provide social work services for complex cases requiring extensive judgment and a broad skill set. This role involves conducting assessments, developing treatment plans...SeniorHourly pay$120k - $140k
...Senior Financial Systems Lead The Senior Financial Systems Lead is responsible for supporting, maintaining, and enhancing the firm... ...into technical solutions, developing reports, managing vendor relationships, and delivering training to end users including attorneys and...SeniorWork at office- Snowflake is seeking a skilled legal professional to lead the commercial legal team in Menlo Park, California. Ideal candidates will have at least 15 years of commercial legal experience, including 8 years of management within a high-growth SaaS environment. The role emphasizes...Senior
$172.93k - $259k
...Senior Communications Leader Marvell's semiconductor solutions are the essential building blocks of the data infrastructure that connects... ...experience with the ability to influence and build strong relationships across complex, matrixed organizations ~ Self-...Senior- ...A leading financial technology company in Mountain View is seeking a Senior Staff AI Scientist to join their AI team. The successful candidate will be involved in building and deploying machine learning models that impact hundreds of thousands of customers. This role...Senior
$100 - $120 per hour
Akraya, Inc. is seeking a Senior Staff Product Manager to lead the development of AI-native capabilities for product, design, and research teams in Mountain View, CA. This role aims to accelerate the product development lifecycle through innovative AI tools and workflows...SeniorHourly pay$196.5k - $266k
A leading software company is seeking a Product Manager to transform the checkout experience across its ecosystem. This role focuses on developing a seamless identity-powered payment experience that enhances user trust and drives engagement. The ideal candidate will have...Senior
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