Client‑Facing Investment Technology Associate
IMP
IMP is seeking a client-facing Associate in Sacramento, CA. This hybrid role involves participating in client projects, conducting analysis, and executing testing plans related to investment management. Ideal candidates should have a Bachelor's degree in Finance, 0-2 years of relevant experience, and strong project management skills. Benefits include medical, 401k with company match, and paid time off. Join IMP for an opportunity to enhance your career in Fintech and RegTech! #J-18808-Ljbffr IMP
- ...serving the buy-side of the investment management industry. We are creating... ...-critical projects for our clients. We have all of the... ...awarded a patent for innovative technology for investment compliance.... ...is seeking versatile client-facing Investment Support Analysts to...SuggestedInternshipWork at office
$5,000 per month
...environment, and our associates dedicate thousands of... ...excited to meet with clients in person, if needed.*... ...through advice, people, and technology. As a Sr. Private... ...the ‘Personal Strategy’ investment strategy; recommend, implement... ...to meet with clients face-to-face and build...Suggested16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaRemote workRelocation packageFlexible hours$110.5k - $202.7k
...global scale, support, inclusive culture and technology to become the best version of you. And... ...services is to provide clients with a candid and reliable overview of their... ...find new answers for the complex issues facing our world today. For those living in California...SuggestedContract workSummer holidayWork at officeImmediate startFlexible hours$212k - $318k
...Health Actuary to join their Actuarial and Financial Group in Sacramento. This role requires consulting experience with large health clients, proven client management abilities, and leadership in team settings. The ideal candidate will have an ASA or FSA credential and...Suggested- ...money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other...SuggestedImmediate startAfternoon shift
- JPMorgan Chase & Co. in Sacramento, California seeks a Private Client Banker to be the main point of contact for affluent clients. Responsibilities include managing complete banking relationships, sharing the value of Chase Private Client, and facilitating self-service...Flexible hours
$168k - $240k
...travel will be required as needed by our clients. Who You’ll Work With In today’s world,... ...of people, experiences, and technology. The Global Mergers & Acquisitions team... ...and life. As a result, Slalom is proud to invest in benefits that include meaningful time...Temporary workWork at officeLocal area$27.22 - $33.26 per hour
...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging... ...their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with...Temporary work$23.19 - $28.35 per hour
...discover what you excel at - all from Day One. Job Description Client Relationship Consultants build relationships with customers,... ...meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with...Temporary workLocal area$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Sacramento, California, who will help clients with financial planning and achieve their goals. The role involves client acquisition, personalized financial planning, and managing client relationships. Candidates must...$97.85k - $227.24k
...industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to... ...believe nothing is more important than investing in our culture because it's an investment...Local area$102.5k - $187.9k
ServiceNow Senior Consultant - IT and Operational Technology (OT) Asset Management Location: Anywhere in Country At EY, we’re all in to... ...Transformation teams in a rapidly growing area of the business. It’s a client visible role, in which you’ll have opportunities to showcase...Summer holidayFlexible hours- ...collaborative teams for world-leading clients, we’ll nurture your talent in... ...the business challenge, we face the future with confidence.... ...doesn’t happen by chance. We invest in training and development... ...across the business and technology Maintaining an understanding...For contractorsWork at officeLocal area
$73k - $81k
...Results. Grow Your Career. We're looking for a Client Success Manager (CSM) who knows how to... ...managing a high‑volume portfolio, enjoy face‑to‑face client interaction, and take... ...Perks: Referral bonuses, pet insurance, associate assistance programs, discount programs, rewards...Full timeFor subcontractorLocal areaFlexible hours- Ernst & Young Oman is seeking a Senior Technology Analyst who will play a key role in Oracle Services practice. This position involves engaging with clients, gathering requirements, analyzing technology solutions, and collaborating with teams to deliver effective architectures...Remote work
- ...performance is measured by the way we serve donor families and recipients, and our mission is to mobilize the power of people and technology to extend the reach of each donor’s gift. Key Responsibilities This Position Will Perform Include Research, identify, write...Temporary workWork experience placementLocal area
$25.48 per hour
...via phone, online channels, social media, face-to-face engagement, and canvassing.... ...prospective landlords, property managers, and associations. ~ Conduct housing quality... ...external stakeholders; gets first-hand client information and uses it for improvements...Hourly payPermanent employmentTemporary workFor subcontractorWork at officeLocal areaFlexible hours$142.6k - $261.5k
...working world. The opportunity Our goal is to give clients a unique business perspective on how SAP technology can enhance their operations. By leveraging EY’s... ...Ensure integration with Project Systems (PS) and Investment Management (IM) to support capital projects....Summer holidayFlexible hours$23.19 - $28.35 per hour
...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging... ...their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with...Full timeTemporary workLocal area- A regional bank located in California is seeking a Personal or Senior Banker to build and maintain customer relationships. This role requires effective communication skills and a high school diploma. Responsibilities include conducting customer discussions, managing various...Hourly pay
$22.5 - $30.29 per hour
...Relationship Banker who will represent the brand with exceptional hospitality. The role involves managing and retaining relationships with clients while using financial knowledge to provide thoughtful solutions. Qualified candidates will have at least one year of sales...Hourly pay- TwinThread is seeking a Private Client Advisor in California to provide comprehensive financial planning and investment solutions to clients. This role emphasizes relationship management and requires at least 2 years of relevant experience. Candidates must have Series 7...
$75k
A leading engineering firm in West Sacramento seeks an Estimator to support sales objectives and manage relationships with clients. This role involves providing cost estimates for construction materials testing, assisting in proposals, and ensuring high-quality service...- ...provide quality resources in four specialty areas: Information Technology (IT), Clinical Research, Rehabilitation Therapy and Nursing.... ...Designation: Sr. Java/Spring Developer MOI: Telephonic followed by face to face Location: Walnut Creek-CA Duration: 6+ Months (...Contract workWork experience placement
$41.6k - $66.56k
...account details, notice period given. Daily interaction with clients on all investment activity ensuring effective and clear communication at all... ...with investor instructions. Working with the Senior Associate on enhancement to systems and processes helping to provide...Temporary workFlexible hours$185.76k - $334.32k
...manage and modernize the mission‑critical technology systems that the world depends on every... ...the greatest right to win and where clients have an immediate need to modernize mission... ...non‑profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed...Minimum wageFull timePart timeLocal areaImmediate startRemote work- Our client’s vision is to develop curative cell-based immunotherapies for solid tumor cancers... ...of safety-related sections and associated material for clinical documents (ex. protocols... ...positions regarding significant issues in the face of opposition Excellent analytical and...
$61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...and income protection, education funding, investment and advisory services, trust services, retirement... ...in relationship‑building or client‑facing roles. Excellent time‑management skills...For contractors$25 - $28 per hour
...complex needs and who are facing difficult life and... ...responsible for verifying client eligibility for the... ...of online resources Invest in Yourself: Benefit from... ...Minimum of an Associate degree in any field and... ...Abilities Computer and technology skills Excellent computer...Contract workWork at officeImmediate startFlexible hoursShift work$45k - $100k
...Financial advisors partner with clients to help them achieve their... ...relationships to create new clients via face‑to‑face and virtual sourcing... .... Delivering personalized investment and financial solutions to... ...will be required. As an associate, you are required to complete...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
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