PWM Senior Private Wealth Advisor U.S. BancorpPWM Senior Private Wealth AdvisorTorrance, CA$169,380–$207,020 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Senior Inside Sales Advisor (Remote/Pacific Time) A Place for Mom IncSenior Inside Sales Advisor (Remote/Pacific Time)CARemoteTogether, we simplify the senior care search with free, personalized support - connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies. This is a high-activity, performance-driven inside sales role focused on re-engaging families, managing a pipeline of opportunities, and converting interest into move-ins.
Population Health Advisor Blue Cross and Blue Shield AssociationPopulation Health AdvisorLos Angeles, CAAssists and communicates directly with practices on key components of Medical Group and affiliate practices' population health and quality improvement programs and initiatives, including, but not limited to their responsibilities and agreements as a Medical Group and affiliate practices program participant, role of the nurse care coordinator, use of data and medical decision support tools and reporting to manage care coordination as well as other expectations and key aspects of participation in the Medical Group and affiliate practices population health and quality improvement programs and initiatives. Supports practice staff in the implementation of the Medical Group and affiliate practices' population health and quality improvement programs and initiatives (recruitment, kick-off meeting, practice orientation, day-to-day support to the practice to help them achieve program goals, etc.).
Tax Senior Manager, Private Client Advisors Armanino McKenna LLPTax Senior Manager, Private Client AdvisorsIrvine, CA$159,200–$231,200 / yearManage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial Corp.Complex Claims Consultant - Financial Lines/Public D&OBrea, CA$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Enterprise Sales Director - Financial Services and Insurance Ushur IncEnterprise Sales Director - Financial Services and InsuranceCARemote$140,000–$150,000 / yearYou will run long, complex sales cycles where outcomes depend on your ability to diagnose real business problems, align stakeholders, and defend value under scrutiny. Designed for rapid code-less deployment with flexible, advanced capabilities for IT and business teams, enterprises can transform customer and employee journeys at scale in the fastest time to value.
Retirement Plan Advisor IMA Financial GroupRetirement Plan AdvisorPasadena, CA$100,000–$125,000 / yearOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Clinical Advisor - Oncology & Rare Disease Products (BCOP) CVS Health CorpClinical Advisor - Oncology & Rare Disease Products (BCOP)CARemote$135,575–$228,800 / yearDevelop cost management and population health programs such as formulary and coverage strategies, prior authorization programs, care management programs, patient and provider engagement programs, value-based arrangements, and more to promote the delivery of high-quality, safe, and effective programs which optimize health outcomes, improves the provider and member experience, and reduces costs for clients and members. This position will be responsible for driving growth in Specialty by 1) building innovative products that secure our position as the market leader in payor focused Specialty solutions and 2) creating disruptive and holistic solutions to address oncology, rare disease, and other high-cost therapies to ensure best in class management of cost and quality of care.
NewPrivate Wealth Management Senior Private Wealth Advisor U.S. BankPrivate Wealth Management Senior Private Wealth AdvisorTorrance, CaliforniaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Parent Educator/Instructor/Facilitator: College and Career Advisors CbParent Educator/Instructor/Facilitator: College and Career AdvisorsLos Angeles, California$40–$62.50 / hourInspired by the groundbreaking work of Joyce Epstein, a renowned expert in family engagement, PEBSAF's comprehensive virtual parent workshops provide a wealth of resources and guidance on a wide range of topics, from effective communication strategies to homework support and navigating the school curriculum. Recognizing the profound impact of parental involvement in a child's educational journey, PEBSAF has made it its mission to bridge the gap between home and school, empowering parents with the knowledge and skills they need to actively support their children's learning.
CFO - Manufacturing All In One Accounting IncCFO - ManufacturingCA$140,000–$165,000 / yearAs a CFO, your role in growth is to deepen the value AIOA delivers to your existing clients - identifying expansion opportunities, strengthening relationships, and ensuring every client on your book sees AIOA as indispensable. We're seeking a strategic Manufacturing CFO to own a book of client relationships and provide executive-level financial leadership to small and mid-sized manufacturers.
Senior Wealth Planning Associate Gerber KawasakiSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
Senior Wealth Planning Associate Gerber Kawasaki Wealth & Investment Management IncSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients financial lives.
Senior Registered Client Service Associate (Newport Beach, CA) Raymond James Financial IncSenior Registered Client Service Associate (Newport Beach, CA)Newport Beach, CA$55,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Relationship Manager Sr I _RBC City National BankRelationship Manager Sr I _RBCLos Angeles, CARemote$87,027–$138,965 / yearKey measures of success include acquisition of new small business relationships, deposit and fee income growth from both new and existing relationships, new lending origination and loan retention that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as establishing strong relationships with internal partners to drive referrals and deepen relationships. This is a national role, requiring consistent virtual collaboration with RBC USWM Financial Advisors, educating them on our small business capabilities to establish the most qualified client introductions, providing financial advice to clients and prospects, and consistently connecting client needs with CNBs service and offerings.
Investment Relationship Officer City National BankInvestment Relationship OfficerLos Angeles, CaliforniaRemote$71,869–$114,797 / yearFull timeAssist Financial Advisors by providing day to day client support and operational service on all RBC Securities Ivestment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, RBC Securities Investment Operations and City National Bank (CNB) Trust Operations to open, fund, and provide ongoing support and service.
Tax Senior - Real Estate Deloitte Touche Tohmatsu LtdTax Senior - Real EstateLos Angeles, CA$74,925–$153,000 / yearOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxCosta Mesa, CA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Tax Exempt Deloitte Touche Tohmatsu LtdTax Manager - Tax ExemptCosta Mesa, CA$107,925–$205,000 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Manager - Private Equity Deloitte Touche Tohmatsu LtdTax Manager - Private EquityLos Angeles, CA$123,000–$205,000 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.