Search Results: 39 vacancies

 ...Service. Come and be a part of our amazing Commercial - Emerging Middle Market Team! We are currently looking for a Commercial Portfolio Manager who will be Portfolio Manager, Commercial, Relationship Manager, Manager, Portfolio, Monitoring, Banking, Business Services... 
Suggested

Bank Of Montreal

San Ramon, CA
1 day ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...
Suggested
Work from home
Flexible hours

Fidelity TalentSource LLC

Walnut Creek, CA
5 days ago
 ...Middle Market Team! We are currently looking for a Commercial Portfolio Manager who will be in charge of making informed decisions on complex commercial transactions to assess the level of risk, following our company's guidelines and standards. This role requires advanced... 
Suggested
Contract work
Part time
Interim role
Local area

BMO Financial Group

San Ramon, CA
1 day ago
 ...Job Description Job Description GENERAL JOB DESCRIPTION The Senior Portfolio Manager will implement MAI’s investment strategy for high-net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform.... 
Suggested
Remote job
Flexible hours

MAI Wealth Management, Inc.

San Ramon, CA
13 days ago
 ...Citibank policies, standards and procedures + Appropriately assess risk when business decisions are made, demonstrating particular...  ...personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **... 
Suggested
Holiday work
Full time

Citigroup

San Ramon, CA
5 days ago
 ...Chief Risk Officer About the Company Large professional insurance firm Industry Financial Services Type Public Company...  ...Human Capital Infrastructure Insurance Investment Management Consulting Professional Services Recruiting... 
Suggested
Full time

Confidential

Dublin, CA
7 days ago
 ...) Consultant Duration 6-9 month Location San Ramon (Remote) Mandatory Skills SAP Finance. service delivery manager role in an SAP AMS engagement. Establishing governance reviews with customer stakeholders at various levels No of Open Positions... 
Suggested
Remote job
Offshore

Diverse Lynx

San Ramon, CA
1 day ago
 ...comprehensive solutions with your problem-solving skills and creativity. Upward communication – keeping your client engagement manager appraised of your client work, value delivered, and escalating issues of concern. Provide technically sound, timely work – customer... 
Suggested
Holiday work
Local area
Flexible hours

Armanino LLP

San Ramon, CA
10 hours ago
 ...Chief Risk Officer About the Company Popular e-wallet for bitcoin exchange & storage Industry Internet Type Public...  ...is pivotal in the administration and execution of the risk management program, ensuring alignment with the global risk framework and... 
Suggested
Full time
Remote job

Confidential

Dublin, CA
9 days ago
The Workday Financials Integrations Principal Consultant - Global AMS (Global Application Managed Services) is a well experienced post-production Workday professional who is dynamic, fast-paced, and familiar with the managed services construct. As a Workday AMS Principal... 
Suggested
Holiday work
Temporary work
Remote job

Collaborative Solutions

Pleasanton, CA
1 day ago
 ...Chief Risk Officer About the Company Popular e-wallet for bitcoin exchange & storage Industry Internet Type Public...  ...seeking a Chief Risk Officer and International Enterprise Risk Management Senior Manager to lead the risk management program for its... 
Suggested
Full time
Remote job

Confidential

Dublin, CA
a month ago
 ...managerial review: Achieves sales goal objectives by developing and managing a client portfolio. Provides customers with information and...  ...appropriate. As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM. Communicate... 
Suggested
Work experience placement

Westamerica Bank

Pleasanton, CA
21 days ago
 ...As an Advisor, You Are Expected To •Manage and maintain relationships with clients by...  ...and banking needs •Partner with internal specialists to provide interdisciplinary expertise to...  ...planning approach •Strictly adhere to all risk and control policies, regulatory... 
Suggested
Temporary work
Work experience placement

Rival Sourcing LLC

Walnut Creek, CA
5 days ago
 ...applicable. Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management. Conduct internal and prospective client telemarketing and follow-up duties when assigned by management. Regular participation... 
Suggested
Hourly pay
Immediate start
Relocation bonus
Flexible hours
Night shift

Fremont Bancorporation

Pleasanton, CA
1 day ago
 ...Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM,... 
Suggested

Savvy Wealth

Danville, CA
9 days ago

$70k - $90k

 ...Financial Planners are the point of contact and relationship managers to high income/high net worth clients. Financial Planners manage...  ...retirement planning, estate planning, asset allocation, evaluating risk tolerance * Develop financial strategies by assisting client in... 
Full time

Gpac

Danville, CA
29 days ago
 ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships...  ...with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls... 
Full time
Flexible hours
Shift work
Day shift

Bank of America Corporation

San Ramon, CA
20 days ago
 ...Description Actively seeking an experienced Commercial Loan Portfolio Manager to: Participate with the Commercial Lender in meetings with...  ...the appropriate credit structure in relationship to the credit risk. Assist the Commercial Lender by working independently with... 

MRINetwork Jobs

Pleasanton, CA
2 days ago
 ...Job Description Job Description Portfolio Manager (Full-time, Exempt, $86,200 - $120,700) Based on CCH’s Compensation philosophy...  ...university strongly preferred. Current Certified Occupancy Specialist (COS) and Tax Credit Certification preferred. Travel within... 
Full time
Local area

Christian Church Homes

Walnut Creek, CA
16 days ago
 ...including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that...  ...on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential... 
Full time
Temporary work
Immediate start
Shift work
Day shift

Bank of America Corporation

Danville, CA
29 days ago