Senior Specialty Wealth Asset Manager
City National Bank
City National Bank seeks a Senior Specialty Wealth Asset Officer to lead asset/investment management for complex real estate and related assets held in fiduciary accounts within our Wealth Management platform. You will oversee property operations, third-party providers, and asset-level projects, ensuring regulatory and internal policies are followed. You'll partner with relationship teams, clients and partners to optimize investment performance, manage risk, coordinate communications, and drive #J-18808-Ljbffr City National Bank
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping...SuggestedFull timeH1b$150k
A wealth management firm is seeking a Business Development Principal to build relationships and convert high-net-worth individuals into long-term clients. The ideal candidate has over 5 years of experience in financial services, consultative sales, and a strong understanding...SeniorBase plus commission$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$173k - $231.87k
Tax Senior Manager - Real EstateSkip to main contentWe use cookies to enable necessary site functionality, to provide the best possible user... ...to the client for consideration* Coordinate with specialty tax practices on complicated tax matters in the state and local...SeniorLocal areaWorldwide$200k
Independent RIA in Silicon Valley is seeking a Wealth Advisor to serve as a primary relationship manager to a select group of high-net-worth clientele. Highlights... ..., tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning...SeniorWork at office$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...SeniorFull timeH1b$84k - $105k
...round. Wealthfront is seeking a senior mortgage loan closer/funder to... ...final documents and funding, managing complex disbursements and... ...their savings into long‑term wealth, including: A Cash Account that... ...Corporation oversees Total Client Assets and Trusted Clients through...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
$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$150k - $175k
...looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Senior Director, Property and Asset Management Healthcare Division Position Overview The Senior Director, Property and Asset Management serves as the...SeniorFull timeWork at officeLocal areaRemote work$115.42k - $125.56k
...Senior Asset Manager 145 Taylor St, San Francisco, CA 94102 Overview Salary Range $115,415.00 - $125,559.00 Salary/year Position Type Full Time Job Shift Day Description Under the general direction of the Director of Asset Management, the Senior Asset Manager...SeniorFull timeContract workRelocationShift work$150k - $170k
...Senior Renewable Energy Asset Manager (Utility‑Scale Solar) Location: Denver, CO | Austin, TX | San Francisco, CA - Fully Remote Work may be available for highly-qualified individuals Work Type: Hybrid (Tuesday–Thursday in office; Monday & Friday remote) Department...SeniorContract workWork at officeLocal areaRemote workMonday to Friday$67.88k - $128.69k
...Tax Senior Associate in Private Wealth/Private Client Services Moss Adams and Baker Tilly are now in... ...strategize Communicate and team with specialty tax practices on complicated tax... ...Demonstrated skills in the areas of time management, communication, interpersonal...SeniorLocal area$77.4k - $100k
...Tax Senior Associate In Private Wealth Moss Adams and Baker Tilly are now in their second year merged... ...strategize Communicate and team with specialty tax practices on complicated tax... ...skills in the areas of time management, communication, interpersonal skills...SeniorLocal area- Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory services to high-net-worth individuals... ...help develop client relationships while expanding the Private Wealth/PCS practice. You’ll join a fast-growing firm offering upward...SeniorPrivate practiceFlexible hours
- Selby Jennings in San Francisco, CA is seeking a Senior Associate, Asset Management to maximize NOI across a multifamily portfolio. The role combines portfolio oversight with collaboration across managers, lenders, and investors, in a hybrid setting with 4 days in office...SeniorWork at officeRemote work
- ...Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco. The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit...Senior
$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$123.5k - $130k
...Job Summary : The Senior Asset Manager will join CCDC’s Asset Management team to promote and preserve the financial and fiscal health of the organization’s substantial and diverse affordable housing portfolio. CCDC builds housing and community, and our organizing and...SeniorPermanent employmentFull timeContract workLocal areaRemote workMonday to FridayNight shiftWeekend work$56.75k - $94.58k
...closing process. Job Responsibilities Responsible for handling real estate transactions by establishing new escrow accounts, managing funds, processing documents for closings, and completing settlements in accordance with established policies and procedures...SeniorWork experience placementRelocation$100k - $120k
...those around us . We live this each day by designing, building, managing and maintaining one-of-a-kind residences. Whether it’s the... ...be truly extraordinary. Primary Responsibilities: As a Senior Property Manager (General Manager), your primary responsibilities...SeniorFull time2 days per week$110k - $130k
...Job Description: Senior Asset Manager Job Title: Senior Asset Manager Location: San Francisco. Hybrid. Department: Asset Management Reports To: Director, Asset Management Job Status: Exempt, Full-Time Compensation: $110,000.00 to $130,000.00 per year...SeniorFull timeTemporary work$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$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- ...Principal to lead compliance and strategic tax services for wealthy individuals, families, and private businesses. You will mentor staff, manage multiple engagements, and drive proactive planning while collaborating with firm leadership to grow the practice. The role expects...Senior
- ...Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates have 7+...Senior
- JPMorgan Chase & Co. seeks an Executive Director, Lending Specialist for its Wealth Management division in San Francisco. This role drives client outcomes in lending, offers expertise to advisors, and promotes the firm’s lending solutions. The ideal candidate will have...Senior
- Threadline Wealth is seeking a Senior Wealth Advisor in San Francisco to lead a significant book of high-net-worth clients, delivering sophisticated wealth management strategies and guiding a team of advisors. You will anticipate client needs, manage complex planning and...Senior
- Salesforce REWS is seeking a Senior Manager of Strategic Initiatives to lead cross-functional programs in Real Estate and Workplace Services. The role focuses on strategic initiatives, operational excellence, and AI-enabled innovation across a global scope. Location options...SeniorWork at office
- Pattern Energy is seeking a senior finance professional to oversee asset-level project financing administration for a regional portfolio. This founding role... ...’s fleet. You will own financing administration, manage counterparty relationships, support closing of transactions...Senior
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