Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Specialty Wealth Asset Manager

CareerArc

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 ensure assets comply with internal policies and regulatory requirements. You will drive investment strategies, coordinate transactions (acquisitions, dispositions, leases, capital expenditures), and provide asset-level expertise #J-18808-Ljbffr CareerArc

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Specialty Wealth Asset Manager in San Francisco, CA vacancy
  • $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... 
    Senior
    Remote work

    City National Bank

    San Francisco, CA
    6 hours ago
  • $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... 
    Suggested
    Full time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Full time
    Local area
    Worldwide

    Baker Tilly

    San Francisco, CA
    3 days ago
  • $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... 
    Senior
    Work at office

    Leah Yosef International

    San Francisco, CA
    1 day ago
  • $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... 
    Senior
    Full time
    H1b
    Local area
    Overseas

    PwC

    San Francisco, CA
    4 days ago
  •  ...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... 
    Senior
    Permanent employment
    Full time
    Temporary work
    Work from home

    Boston Staffing Partners

    San Francisco, CA
    1 day ago
  •  ...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... 
    Senior
    Full time
    Contract work
    Remote work
    Shift work

    Transwestern

    San Francisco, CA
    2 days ago
  • $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

    Citigroup Inc.

    San Francisco, CA
    3 days ago
  • 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

    Goldman Sachs Group, Inc.

    San Francisco, CA
    6 days ago
  • 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

    Citibank (Switzerland) AG

    San Francisco, CA
    4 days ago
  • 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... 
    Senior
    Work at office

    Crowe

    San Francisco, CA
    4 days ago
  •  ...experienced investment leader in San Francisco to manage discretionary portfolios for high-net-...  .... You will design strategies, supervise asset allocation, and ensure compliance while...  ...10 years in financial consulting with wealth management experience, and credentials such... 
    Senior

    Bank of America

    San Francisco, CA
    4 days ago
  • $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... 
    Senior
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    San Francisco, CA
    4 days ago
  • 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

    Charles Schwab

    San Francisco, CA
    5 days ago
  • $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... 
    Senior
    Full time
    Contract work
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Full time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $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 time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Casual work
    Work at office
    2 days per week

    Robert Half

    San Francisco, CA
    3 days ago
  • $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... 
    Senior
    Full time
    Flexible hours

    Salesforce

    San Francisco, CA
    3 days ago
  •  ...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... 
    Senior
    Local area

    BG Staffing

    San Francisco, CA
    a month ago
  • $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... 
    Senior
    Temporary work
    Work at office
    Relocation

    Crusoe

    San Francisco, CA
    4 days ago
  •  ...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

    General Catalyst

    San Francisco, CA
    4 days ago
  • $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 time
    Temporary work
    Part time

    Goldman Sachs

    San Francisco, CA
    2 days ago
  • $56.75k - $94.58k

     ...stakeholders throughout the closing process. Job Responsibilities Handle real estate transactions by establishing new escrow accounts, managing funds, processing documents for closings, and completing settlements in accordance with established policies and procedures. Act... 
    Senior
    Work experience placement
    Relocation

    C4019 Stewart Title of California, Inc.

    San Francisco, CA
    2 days ago
  • $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,... 
    Senior
    Local area

    KPMG

    San Francisco, CA
    4 days ago
  • $150k - $175k

     ...A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships... 
    Senior

    Freestone Capital Management

    San Francisco, CA
    10 hours ago
  • 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

    Doist

    San Francisco, CA
    4 days ago
  • 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... 
    Senior
    Remote job

    CBRE Group, Inc.

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Full time
    Temporary work
    Local area
    Remote work
    Flexible hours

    Protiviti

    San Francisco, CA
    2 days ago
  • 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

    Healthpeak Properties, Inc.

    Brisbane, CA
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Specialty Wealth Asset Manager. Be the first to apply!