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Investment Consultant Jobs in San Francisco, California

6 jobs

City National Rochdale City National Rochdale is an established, dynamic investment management firm located in Midtown Manhattan with regional offices across the country. We invest globally for a nationwide client base of high net worth individuals offering a complete range of financial services to a diversified group of clients and advisors. Our focus is on sound personalized investment advice co...
Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investm...
To provide supervisory oversight for the Private Wealth Management Regional Managers, Portfolio Managers and Investment Consultants. Daily Trade Review – Daily blotters & reports Daily Correspondence Review and Approval – mail and faxes Daily Report Reviews – Trade and Account Point of Escalation for Branch Personnel Email Review Liaison with Compliance on related matters General Account re...
Description Position Description The Managing Director (MD) is entrusted with a book of business comprised of 10-12 client relationships. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building and expanding relationships and meeting the needs of Plan Sponsors. The relat...
To provide supervisory oversight for the Private Wealth Management Regional Managers, Portfolio Managers and Investment Consultants. Daily Trade Review – Daily blotters & reports Daily Correspondence Review and Approval – mail and faxes Daily Report Reviews – Trade and Account Point of Escalation for Branch Personnel Email Review Liaison with Compliance on related matters General Account re...
This position has responsibility for the investment of over $78B in assets. The major portfolios are a set of retirement assets (approx. $26B), long-term 501(c) (3) assets (approx. $34B), defined contribution assets (approx. $17B, which includes a $5B mutual fund family), captive insurance company assets, and for-profit insurance assets. Communicating actions under formally delegated responsibilit...