Senior Specialty Wealth Asset Manager
City National Bank
City National Bank seeks an experienced asset manager to oversee a portfolio of Specialty Wealth assets within fiduciary accounts. You will manage operations, ensure regulatory compliance, and coordinate with relationship teams, clients, and third-party providers to optimize asset performance. Ideal candidates have extensive asset management experience, fiduciary knowledge, and strong analytical, negotiation, and communication skills. #J-18808-Ljbffr City National Bank
- City National Bank is seeking a Senior Specialty Wealth Asset Officer to oversee asset management for a diversified real estate portfolio held in fiduciary accounts. You will supervise property operations, coordinate with 3rd party providers, tenants, and partners, and...Senior
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC-LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management...SeniorRemote work$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...team member’s unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...SuggestedFull timeH1b$173k - $231.87k
...growing along with us.Consider joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San Francisco area! This is a... ...to the client for considerationCoordinate with specialty tax practices on complicated tax matters in the state and local...SeniorFull timeLocal areaWorldwide$200k
Highlights Advise clients with regards to comprehensive wealth management, including managing stock options, RSU’s, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, investment management and special...SeniorWork at office$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...their tax obligations while managing the impact tax has on their... ..., now and in the future.As a Senior Manager, you'll work as part... ...The OpportunityAs part of the Asset and Wealth Management team you...SeniorFull timeH1bLocal areaOverseas- ...BSP is dedicated to matching highly skilled talent with organizations to drive success. Role Description This full‑time Senior Wealth Management Advisor role is a hybrid position based in San Francisco, CA, with some flexibility to work from home. The advisor will provide...SeniorPermanent employmentFull timeTemporary workWork from home
$88.4k - $132.6k
A leading financial services company is hiring a Wealth Relationship Management Sr. Analyst in San Francisco. This role involves building relationships with High Net Worth clients, offering holistic financial solutions, and ensuring compliance with regulatory norms. Candidates...Senior- ...development, hospitality, and brokerage and asset services. Our award-winning,... ...independence.POSITION SUMMARY:The Property Manager is responsible for all aspects of managing... ...Additional duties or projects as assigned by Senior Leadership and the Client/Ownership.POSITION...SeniorFull timeContract workRemote workShift work
- Boston Private is seeking a Wealth Strategist in San Francisco to provide expert advice for high net worth clients with a focus on developing wealth planning strategies. The role involves collaborating with business development and implementing complex financial plans....
- Goldman Sachs in San Francisco is seeking Wealth Management Professionals who excel at client service and collaboration. You will engage ultra-high-net-worth and high-net-worth clients, deliver tailored financial guidance, and coordinate with Private Wealth Advisors to...Senior
- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities... ...tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving tax...SeniorWork at office
- Citibank (Switzerland) AG in San Francisco seeks a Wealth Relationship Manager to deepen client relationships with affluent and HNW clients, delivering holistic financial planning and proactive discovery to tailor solutions. You will coordinate with product specialists,...Senior
$132.7k - $303.2k
...with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in...SeniorWork experience placementSummer holidayFlexible hours- Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance and bespoke wealth solutions to high-net-worth clients. You will lead a collaborative team, mentor junior members, and partner with specialists...Senior
$147k - $300k
...challenges across the value chain, from capital deployment to asset management, enabling resilience, growth and sustainability. Together, we... ...: Deliver bespoke training, facilitate workshops with senior management, and provide advice and reports to address identified...SeniorTemporary workWork at officeLocal area3 days per week$124k - $280k
...SectorSpecialismFunctional & Industry TechnologiesManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Digital Assets Senior Manager, you will lead the charge in integrating and architecting enterprise solutions within our Advisory practice. You will be at...SeniorFull timeContract workH1b$119k - $299.93k
...SectorBanking and Capital MarketsSpecialismAssuranceManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Digital Assets Senior Manager within our Assurance practice, you will play a pivotal role in enhancing the credibility and reliability of financial...SeniorFull timeH1b$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy...Full timeH1b$115k - $145k
...additional consideration - Mahmoud Adam, CPASenior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.If you're a Wealth Analyst... ...a clear progression from Wealth Analyst Senior Wealth Analyst Wealth Advisor Wealth Manager.Requirements...SeniorCasual workWork at office2 days per week- ...focused on operations, resident satisfaction, occupancy, and financial performance. If you are a proactive, organized Property Manager who thrives in a fast-paced environment and takes ownership of your property’s success, this is a great long-term opportunity. Key...SeniorLocal area
$75k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams...Full timeTemporary workPart time$143.4k - $216.9k
...enterprise.Overview of the RoleThe REWS Strategic Initiatives Sr. Manager will be a key member of the Strategic Initiatives team within... ...decision making at all levels of the organization, including senior executive sponsors* Leverage existing project management tools...SeniorFull timeFlexible hours$270k - $320k
...come build with us at Crusoe.About This RoleCrusoe is seeking a Senior Director, Real Estate Strategy & Acquisitions to serve as the high... ...-making and capital markets.In this capacity, you will not just manage projects; you will orchestrate the commercial and financial...SeniorTemporary workWork at officeRelocation- ...Ramp, Samsara, Snap, Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net worth individuals,... ...organizations. About The Role We are seeking an experienced Senior Analyst to join our GC Wealth team. The Senior...Senior
$133.1k - $295.67k
...provide excellent client serviceOversee engagement process and other risk management activities; lead teams of tax professionals/assistants working on client projects Additional Responsibilities for Senior Manager: Manage risk and financial performance of engagements,...SeniorLocal area- Concentric is seeking an experienced Property and Facilities Manager to oversee residential properties across Stinson Beach, Bolinas,... ...a personal vehicle and strong project management skills. This senior position focuses on maintenance, vendor oversight, and compliance...Senior
$137.94k
JOB REQUISITIONCapital Projects & Contracts (Real Estate) Senior ManagerLOCATIONSEATTLEADDITIONAL LOCATION(S)SAN FRANCISCOJOB DESCRIPTIONYou... ...firm. Where We Need You Protiviti is looking for a Senior Manager to join our Capital Projects & Contracts group and support our...SeniorFull timeTemporary workLocal areaRemote workFlexible hours- A leading real estate services firm in Los Angeles is looking for a Transaction Management Director to oversee a team responsible for commercial real estate transactions. The ideal candidate will manage daily activities, mentor staff, and implement strategies aligned with...SeniorRemote job
- Healthpeak Properties, Inc. is seeking a senior-level Property Manager to lead tenant relations and oversee day-to-day property operations across a diversified portfolio. The role focuses on delivering top-tier customer service and maintaining Healthpeak’s core values across...Senior
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