West Coast Wealth & Alternatives Director
Wellington Management Co Llp
A leading financial services firm is seeking a Wealth Management, Alternatives distribution professional in California to generate investment sales across a variety of financial advisors. The successful candidate will possess a strong asset management background, exceptional communication skills, and a proven sales record. The role includes extensive travel within the territory and offers competitive compensation as well as comprehensive benefits. #J-18808-Ljbffr Wellington Management Company, LLP
$250k
...and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments. Candidates for this position will be able to instill collaborative and team-oriented behavior, and to leverage a...SuggestedFull timeTemporary work$200k - $300k
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.8 trillion in assets under management as of September...SuggestedFull timeTemporary workWorldwide- ...strategies. As part of the Schwab Asset Management Innovation and Product Management team, this Director, Product Manager will help shape, launch, and manage alternative investment solutions designed to meet the evolving needs of individual investors and registered investment...SuggestedFull timeWork at office
$200k - $300k
...multi-family office headquartered on the West Coast, providing exceptional client service... ...be several generations removed from the wealth creators. Our corporate culture is one of... ...consisting of equities, fixed income, cash and alternative assets within established investment...SuggestedWork at office$160k - $253.9k
...possibilities of our future. Join us at Andersen, and together, let's write the story of your success!The RoleSenior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a...SuggestedFull timeWork experience placementH1bLocal areaWork visa- Job Summary:As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.Job Duties:Tax ComplianceEnsures both that (...Work at office
- ...Charles Schwab is seeking a Director, Product Manager to shape, launch, and manage a suite of alternative investment solutions including private credit, private equity, and private real estate. You will partner across product, distribution, legal, sales, and client service...
$136k - $165k
Job Summary: As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties: Tax Compliance Ensures both that...Work at office$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...Full timeWork experience placementH1bLocal areaWork visa- BDO USA, LLP's Alternative Investments practice seeks a Tax Manager to provide tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund, and Real Estate clients in California. As a team member, you will lead engagements, supervise Tax Seniors...
$200k - $278.66k
...contracts and arrangements with vendors ensuring that all Company standards are adhered to as well as leveraging purchasing power of West Coast Region’s scale when applicable. Participate in asset repositioning projects by working with the respective asset teams....Work at office$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...$173k - $231.87k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and... ...US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of...Full timeLocal areaWorldwide$25 - $26.77 per hour
...benefits. Locations: US - CA - San Francisco - 1945 Irving St - 21ST & IRVING BC (CA5111); US - CA - San Francisco - 288 W Portal Ave - WEST PORTAL BC (CA5134); US - CA - San Francisco - 5500 Geary Blvd - RICHMOND DISTRICT BC (CA5133). Pay Transparency details: Privacy...Hourly payShift workWeekend workDay shift$77k - $202k
Industry/SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved...Full timeH1b- ...firm that provides clients with a genuine coast‑to‑coast and global advantage in major... ...offers professional services through an alternative practice structure in accordance with the... ...Tilly as a Tax Manager with our Private Wealth / High Net Worth team in NorCal. In this...Local area
$160k - $230k
...disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Office Engineer 640 San... ...Francisco, Concord, and Sacramento offices. As part of our growing West Region Asset Management team for water/wastewater...Full timeTemporary workWork at officeFlexible hours$140k - $220k
About MGT Insurance MGT is the first AI‑driven, neo‑insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state‑of‑the‑art technology, we are ushering in the next evolution of...Base plus commissionLocal area- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and... ...investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other...
$88.4k - $132.6k
...0,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple...Full timeWork at office- ...The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised... ...located across 3,500 branches and 20 offices.As an Executive Director, Lending Specialist within JPMorgan Wealth Management, you will...
$88.4k - $132.6k
...0,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple...Full timeWork at office- ...roles. San Francisco, CA $100,000.00-$130,000.00 5 hours ago San Francisco, CA $200,000.00-$225,000.00 2 weeks ago Asset & Wealth Management, Alternative Capital Markets, Liquidity Solutions, Vice President - San Francisco San Francisco, CA $130,000.00-$212,000.00 2 weeks...Full timeFor contractorsLocal area
$175k - $210k
...estate business. To learn more, visit .JOB DESCRIPTION SUMMARYThe Director, Real Estate Operations is a leadership role within Greystar's... ...reporting, demonstrating the ability to pivot and communicate alternative strategies to help clients achieve their goals.3. Talent and...Full timeWork at officeLocal areaImmediate startShift work$115.1k - $156.9k
...and compliance with professional standards. Work closely with Directors and Partners to manage engagement scope, budgets, timelines, and... ...owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional...Full timeContract workLocal areaFlexible hours$91.22k - $172.99k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and... ...US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of...Local area- ...directed retirement accounts and tax-advantaged plans. As a Self-Directed IRA administrator, Entrust assists clients in purchasing alternative investments with their retirement funds that are typically unavailable through banks and brokerage firms. With an Entrust Self-...Work at officeDay shift
$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- DescriptionFor additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance...
$165k - $180k
...Benefits Health, Dental & Vision (Gold and Platinum with some providers plans fully covered) Paid parental leave Alternating day off (every other Monday) “Off the Grid”, a two week per year paid break for all employees. Commuter allowance Company...Full timeContract workLocal area
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