Senior Wealth Management Advisor & Relationship Lead
$150k - $165kMohr Talent
Mohr Talent is seeking a Wealth Management Relationship Manager in Alamo, CA, with a focus on managing high-value client relationships. Candidates should have over 10 years of experience in wealth management and a Series 65 license. Responsibilities include providing financial guidance, leading client meetings, and identifying business opportunities. This role offers a competitive salary of $150,000 – $165,000, comprehensive benefits, and opportunities for long-term growth. #J-18808-Ljbffr Mohr Talent
- Dexian DISYS is seeking a Senior Universal Banker III in Walnut Creek, CA. This on-site position involves building client relationships and providing expert financial advice. Ideal candidates have over 3 years of retail banking experience, a strong compliance background...SeniorLocal area
$140.78k - $239.46k
Flagstar Bank is seeking a Senior Relationship Manager to oversee new business development and relationship management for middle market companies in the San Francisco area. Candidates must have at least 10 years of commercial financing experience and a strong ability to...Senior- Dexian seeks a Senior Universal Banker in Walnut Creek, CA, dedicated to building strong client relationships and ensuring branch excellence. This permanent role emphasizes providing tailored financial solutions and leading compliance efforts. Ideal candidates will have...SeniorPermanent employment
$145k - $225k
...new skills and discover what you excel at—all from Day One. Job Description We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow a large and complex portfolio of commercial loans to companies in the $50 million to $1 billion...SeniorTemporary work- Dexian is looking for a Senior Universal Banker/Business Banker based in Walnut Creek, California. This permanent position involves providing expert financial guidance and fostering relationships within the community. The ideal candidate will have a minimum of 3 years of...SeniorPermanent employment
$150k - $185k
...agency is seeking an Executive Producer to lead complex programs, ensuring financial and... ...has extensive experience in production management, excels at client communication, and... ...managing budgets and building trusted client relationships. This role offers a salary range of $150...SeniorFlexible hours- Stantec Consulting International Ltd. is seeking a Senior Project Manager in Walnut Creek, California, to manage account and project delivery... ...in transportation project management, strong client relationship skills, and a collaborative spirit. The successful candidate...Senior
$140.78k - $239.46k
Flagstar Bank is seeking a Senior Relationship Manager - Fund Finance located in Palo Alto, CA. The role involves building and managing commercial loan relationships within Fund Finance, specifically providing liquidity and leverage solutions to investment funds. The ideal...Senior- A major financial institution located in Walnut Creek, California, is seeking a talented Relationship Manager to manage and grow a complex portfolio of commercial loans. The ideal candidate will have over 10 years of experience in middle market commercial lending and at...Senior
- JPMorgan Chase & Co. is seeking a Business Relationship Manager Senior in Walnut Creek, California, to manage a portfolio of large business clients with annual revenues exceeding $5 million. This role involves building strong client relationships, providing tailored financial...Senior
$136.9k - $188.2k
A leading environmental services company is seeking a Team Environmental Manager who will supervise environmental staff and manage the landfill budget. Responsibilities include ensuring compliance with regulations, managing construction projects, and overseeing all aspects...Senior- A leading consumer goods company located in Walnut Creek, California is seeking a Senior Director for Artificial Intelligence. This position is responsible for defining and operationalizing the enterprise AI strategy while leading the AI Center of Excellence. Ideal candidates...Senior
- A leading global financial services firm seeks an experienced real estate review appraiser in Walnut Creek, California. The successful candidate will perform detailed reviews of appraisal reports for multifamily and commercial properties, ensuring compliance with internal...Senior
- A leading financial services firm is seeking a qualified candidate for an Appraisal Review position. The ideal applicant will have at least 10 years of experience in appraising complex properties and hold a State Certified General Appraiser License. Key responsibilities...Senior
- JPMorgan Chase, located in Walnut Creek, California, is seeking experienced real estate review appraisers to join their Commercial Real Estate Group. This position offers a chance to work with the best professionals in the industry, ensure appraisal report quality, and ...Senior
- A leading financial services firm is seeking a Business Relationship Manager Senior to manage a portfolio of business clients. The role requires over 5 years of experience in business banking, exceptional relationship-building skills, and a proven ability in business development...Senior
- An established insurance brokerage is seeking a Senior Commercial Lines Account Manager to manage complex accounts in real estate and related industries. This hybrid role emphasizes client relationships rather than sales, requiring 7-10+ years of account management experience...Senior
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HDR is seeking an Industrial Wastewater (IWW) Program Lead for the Power Practice based in California. This role entails leading business development efforts and overseeing engineering and design teams for projects across North America. Ideal candidates will have over...Senior- Environmental Resources Management (ERM) seeks a Principal Consultant in Walnut Creek, California, to lead reputation management and crisis communication for Fortune 500 clients. This role focuses on strategic communications amid rising scrutiny over corporate behavior...Senior
- BDO USA is looking for a Tax Experienced Manager to oversee finance and accounting outsource engagements. Responsibilities include managing client relationships, financial analysis, and providing technical expertise in accounting functions. Candidates should possess a Bachelor...SeniorWork at office
$162k - $243.1k
Stantec Consulting International Ltd. is seeking a Senior Coastal Engineer in Walnut Creek, CA, to lead coastal projects in the San Francisco Bay Area. Candidates... ...Civil or Coastal Engineering, and strong project management capabilities. The position includes...Senior- ...requires over six years of financial services experience, with a focus on client relationship management and investment knowledge. The Private Banker will manage client relationships, advise on wealth management, and ensure an exceptional experience while adhering to risk...Senior
- ...Community Therapy Lead *This role is based in an Assisted Living... ...(CTL) is responsible for managing and supervising the rehabilitation... ...in conjunction with the Senior Director of Rehab and/or Regional... ...Ability to build strong relationships with a diverse population...SeniorWork at officeShift work
$110k - $125k
Randstad USA is seeking a Senior SOX Compliance Auditor located in Walnut Creek, California. The role involves maintaining... ...corporate sustainability. Responsibilities include managing SOX 404 compliance, leading financial audits, and proposing process improvements. Applicants...Senior$150k - $180k
Haley & Aldrich Inc. in Walnut Creek, CA is seeking a Senior Civil or Geotechnical Engineer to lead various consulting projects. The role involves providing expert consulting, leading technical teams, and ensuring project alignment with client objectives. Candidates must...Senior- A leading engineering firm is seeking a Senior Mechanical Engineer in Walnut Creek, California, with a focus on mechanical and plumbing design. You will... ...design projects, ensure compliance with regulations, and manage client relations. The ideal candidate should have at...SeniorFull time
$150k - $165k
Wealth Management Relationship Manager Alamo, CA $150,000 - $165,000 Overview We are hiring a Wealth Management Relationship Manager to support and... ...Provide ongoing financial and investment guidance Lead client review meetings and planning discussions Identify...Local area$90k - $105k
Ledgent-Finance- is seeking a Senior Revenue Accountant/Manager for its Walnut Creek, California office. This hybrid role (3 days onsite, 2 days remote) involves leading the implementation of NetSuite and ensuring compliance with ASC 606. The ideal candidate will have a...SeniorWork at officeRemote workFlexible hours$140.78k - $239.46k
Senior Relationship Manager - Middle Market (San Francisco, California) Location: Walnut Creek, CA 94596 Job Summary: Responsible for new business development and relationship management targeted to middle market companies with sales of $50 million or greater within the...SeniorBank staffLocal area$185k - $300k
...Wells Fargo is seeking a Senior Lead Artificial Intelligence Solutions... ..., you will: Act as an advisor to senior leadership in developing... ...implementation Cultivate relationships with clients to identify and... ...with peers, colleagues, and managers to resolve issues and...SeniorWork experience placementRelocation package
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