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Financial Services Manager Jobs in California

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Job info
Company
In-House
Experience
Min 5 yrs required
Location
Woodland Hills, CA
Posted Date
Aug 13, 18
Info Source
Employer
Total Views
21
Transaction Manager DUTIES: Negotiate non-disclosure agreements,... trade confirmations and purchase and sale agreements related to whole loan sales and mortgage servicing rights sales transactions. Responsible for primary relationship management with investors; establish timelines for due diligence review and settlement deliverables.... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Aug 12, 18
Info Source
Employer
Total Views
31
banking, trust services, and financial planning. Also leverages the... specialists on their team deliver firm's Private Bank services to high net worth... clients. Remain ongoing relationship manager for specific portfolio of... range of products and services (including investments, trust, banking,...... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Aug 12, 18
Info Source
Employer
Total Views
14
results. Act as relationship manager for specific portfolio of... range of products and services (including investments, trust, banking,... wealth transfer, etc.). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Aug 12, 18
Info Source
Employer
Total Views
9
results. Act as relationship manager for specific portfolio of... range of products and services (including investments, trust, banking,... wealth transfer, etc.). Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could... read more
Company
In-House
Experience
Min 12 yrs required
Location
San Jose, CA
Posted Date
Aug 03, 18
Info Source
Employer
Total Views
9
impact company products and services, develop potential solutions and... partner with end to end experience teams to develop and execute optimal solutions. Define, analyze and monitor key performance metrics to support and inform solution decisions and effectiveness. Document solutions and... read more
Company
In-House
Experience
Min 8 yrs required
Location
San Jose, CA
Posted Date
Aug 13, 18
Info Source
Employer
Total Views
140
Senior Manager, International Tax Duties: Reporting... to the International Tax Senior Director, this position will perform a variety of functions relating to the international tax aspects of planning, reporting, compliance, and audits. Support implementation of the worldwide corporate tax structure... read more
Company
In-House
Experience
3-5 yrs required
Location
San Francisco, CA
Posted Date
Aug 10, 18
Info Source
Employer
Total Views
2
will help expand company’s financial services partnerships in the... this key channel, company’s Financial Web, will be a... the process to help financial industry partners identify, reach,... build a pipeline of financial partners (financial institutions, lenders,... prioritize a pipeline of financial partner opportunities with measurable... Financial... read more
Company
In-House
Experience
Min 5 yrs required
Location
San Mateo, CA
Posted Date
Aug 15, 18
Info Source
Employer
Total Views
24
Tax Manager - Commercial Tax The... opportunities and communicating with clients and financial managers. Conduct research on... various client issues, and supervise senior associates, experienced associates and associates. Participate in the professional growth and development of associates and senior associates.... read more
Company
In-House
Experience
Min 5 yrs required
Location
Los Angeles, CA
Posted Date
Aug 15, 18
Info Source
Employer
Total Views
60
Manager - Private Client Services / High Net Worth... in identifying client issues and communicating with clients and financial managers. Participation in the... professional growth and development of Associates and Senior Associates is also a key component of Managers’ responsibilities.... read more
Company
In-House
Experience
Min 4 yrs required
Location
Irvine, CA
Posted Date
Aug 15, 18
Info Source
Employer
Total Views
88
Manager – High Net Worth... identifying client issues and communicating with clients and financial managers. Managers must possess... and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Senior Associates, Experienced Associates and Associates.... read more
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