New15216GE Commercial Insurance Lines Senior Client Manager ACG Resources15216GE Commercial Insurance Lines Senior Client ManagerSan Diego, CA$115,000–$145,000 / yearAs a Commercial Senior Client Manager, you'll serve as a trusted advisor to clients while partnering closely with Risk Advisors (Producers) to manage complex commercial insurance programs. This role requires exceptional commercial insurance knowledge, strong relationship management skills, and the ability to independently manage sophisticated client accounts from renewal through placement.
NewSenior Tax Manager JobotSenior Tax ManagerLa Jolla, CA$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
NewHOA / CID Portfolio Manager JobotHOA / CID Portfolio ManagerSan Diego, CA$75,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Financial Management: Collaborate with our robust in-house financial department to review monthly financial statements, assist boards with annual budget preparation, oversee reserve studies, and manage capital improvement projects.
NewAccounting Advisory Manager Vaco LLCAccounting Advisory ManagerLa Jolla, CA$135,000–$145,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Territory Manager II Swisher International, Inc.Territory Manager IISan Diego, CAWith a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. This role uses facts, analytics, and market intelligence to influence customer decisions, drive distribution, and deliver measurable top and bottom-line growth and grow market share.
NewMEP Project Manager JobotMEP Project ManagerSan Diego, CA$130,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. They oversee all aspects of project management—from estimating and budgeting to execution and billing—while ensuring strong communication with both internal teams and external clients.
NewConstruction Project Manager JobotConstruction Project ManagerEncinitas, CA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team partners with owners, manufacturers, design professionals, and field teams to streamline construction schedules, improve quality, and deliver projects more efficiently than traditional building methods.
NewSr. Project Manager JobotSr. Project ManagerSan Diego, CA$175,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is your opportunity to lead from the front, mentoring Project Managers, influencing strategy, and strengthening relationships with owners and engineers, while contributing directly to the success of projects that make a lasting impact.
NewSenior Tax Manager - Family Office JobotSenior Tax Manager - Family OfficeSolana Beach, CA$180,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations.
NewTax Manager Vaco LLCTax ManagerSan Diego, CA$140,000–$160,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The position offers the opportunity to build long term client relationships while growing within a collaborative, people focused environment that values professional development, internal career mobility, and work life balance, supported by competitive compensation and a comprehensive benefits package.
NewAccounting Manager Vaco LLCAccounting ManagerSan Diego, CA$130,000–$150,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This role sits within the Controllership organization and serves as a key revenue subject matter expert, partnering closely with Finance, Product, Marketing, and IT to ensure accurate, scalable, and policy compliant revenue accounting in accordance with ASC 606 and GAAP.
Strategic Accounts Manager - Urology Medline IndustriesStrategic Accounts Manager - UrologySan Diego, CA$101,000–$152,000 / yearFull timeOur Medline Acute Care sales team serves as the main interface for various segments in the hospital such as OR, Cath Lab, ICU, Labor and Delivery, Emergency Department, Materials Management and C-suite. In this role you will oversee and manage the sales activities of the market within the western US, implement and drive sales plans, strategies, objectives, policies and procedures that conform to broad corporate marketing objectives through the Urology Reps.
District Manager, Oncology Hematology - West Daiichi Sankyo, Inc.District Manager, Oncology Hematology - WestSan Diego, CA$166,560–$249,840 / yearFull timeApplying knowledge of the healthcare industry, trends, applicable laws and regulations, market conditions, and the market access environment (including but not limited to pharmacy economics, payer reimbursement landscape, and patient flow/influence between academic institutions, hospitals, and community practices). • Reporting to the Regional Business Director, oversee the promotion of the assigned products consistent with the FDA label to assigned customers, using approved messages and resources.
NewProject Manger JobotProject MangerSan Diego, CA$110,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are an established general contractor specializing in multifamily and mixed-use developments throughout California with a strong reputation for delivering high-quality projects and building long-term client relationships.
NewConstruction Project Manger JobotConstruction Project MangerSan Diego, CA$110,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are an established general contractor specializing in multifamily and mixed-use developments throughout California with a strong reputation for delivering high-quality projects and building long-term client relationships.
NewDistrict Sales Manager-San Diego NucorDistrict Sales Manager-San DiegoLakeside, CA$74,371–$109,880 / yearPurpose: The primary role of the District Sales Manager is to lead sales and marketing efforts and support Nucor Rebar Fabrication's customers. • Communication Skills - Excellent communication skills, both written and oral, with the ability to successfully present ideas, negotiate, lead meetings, and articulate presentations.
NewFederal Sales Account Manager One Stop Systems IncFederal Sales Account ManagerEscondido, CA$180,000–$200,000 / yearCurrent high-level (program manager and above) contacts at 5 or more of the following organizations: Lockheed Martin BAE Northrop Grumman General Dynamics Boeing L3-Harris Thales Leidos Bell/Textron ARL AFRL NRL ONR Experience selling to customer and potential customer engineers, senior executives, and program managers. They should also have extensive and recent business knowledge in high-performance edge computing markets plus extensive and proven success in closing and managing key Federal accounts and facilitating internal program execution with the Product Marketing team.
NewManager or Senior Manager - Renewable Energy Credits (AMCS) KPMGManager or Senior Manager - Renewable Energy Credits (AMCS)San Diego, CA$105,640–$223,100 / yearResponsibilities: Develop and provide technical expertise in federal Inflation Reduction Act (“IRA”) tax credits, including but not limited to, the full lifecycle of technical issues related to Investment Tax Credits (48/48E), Production Tax Credits (45/45Y), Clean Hydrogen (45V), Carbon Capture (45Q), Clean Fuels (45Z), Advanced Manufacturing (45X), and other credits introduced or modified under the IRA, as well as beginning of construction, placed-in-service, and tax fixed asset capitalization determinations and planning. Additional Qualifications for Senior Manager: Minimum eight years of recent experience in a public accounting firm, law firm, engineering firm, or other federal taxation experience; experience with renewable or energy-related tax credits required; preferred qualifications include federal tax planning with three years of relevant experience with IRA tax credits within a public accounting firm, law firm, engineering firm, or other federal tax function.
NewConstruction Estimating Coordinator Pacific Coast Cleaning, Inc.Construction Estimating CoordinatorSan Diego, CA$22–$28 / hourOver the past decade, we’ve developed sparkling relationships with clients by enhancing the appearance, viability, longevity, and overall value of their properties – while always delivering on schedule. Join Pacific Coast Cleaning, Inc. as a Construction Estimating Coordinator, where you'll play a pivotal role in supporting the growth and success of our esteemed company.
JPMorgan Private Client Relationship Manager - Del Mar, CA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - Del Mar, CADel Mar, CABuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA The Hartford Insurance Group IncClient Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CASan Diego, CA$80,000–$120,000 / yearThe Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive.
Client Relationship Manager Del Mar, CA The Charles Schwab CorpClient Relationship Manager Del Mar, CASan Diego, CAYou will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients.
JPMorgan Private Client Relationship Manager - Del Mar, CA JPMorgan Chase Bank, N.A.JPMorgan Private Client Relationship Manager - Del Mar, CADel Mar, CAFull timeBuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
NewHybrid Account Growth Manager Client Relationships & Revenue TalentSmartHybrid Account Growth Manager Client Relationships & RevenueSan Diego, CAA leading emotional intelligence training provider is seeking an experienced Account Manager in San Diego to manage client relations, drive revenue growth, and support a team-focused environment. Ideal candidates will have a Bachelor's degree and 3-5 years experience in sales or client management.
Relationship Manager Global Payments IncRelationship ManagerSan Diego, CADuring the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Activities include explaining our value proposition and demonstrating our Payments Platform, upselling current clients on other Global Payments products and services, and maintaining regular communication with the Core Payments District Manager.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerEl Cajon, CAIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Relationship Manager III - C&IB PNC BankRelationship Manager III - C&IBSan Diego, CaliforniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Relationship Manager - 1222406 Management Recruiters of SpokaneSenior Relationship Manager - 1222406San Diego, CaliforniaParticipates in the bank’s credit process, providing credit analysis, preparing credit memorandums and at times, assisting with the management of our loan portfolio to ensure resolution of emerging problems and consistent credit quality. Assist senior lending officers in identifying client needs, analyzing credit information, ensuring credit quality and timely provision of financial services that meet the needs of our customers.
HOA Relationship Development Manager Columbia BankHOA Relationship Development ManagerSan Diego, CA$90,000–$175,000 / yearDevelop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication introducing Columbia Bank’s products and services. + Effectively negotiate deposit and credit product pricing, terms and conditions with managers or officers of property management companies; negotiate terms of credit agreements including financial covenants and reporting to protect the Bank from excessive credit risk.
Sr Relationship Manager Columbia BankSr Relationship ManagerSan Diego, CA$115,000–$170,000 / yearMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Commercial Banking Relationship Manager II Columbia BankCommercial Banking Relationship Manager IISan Diego, CaliforniaDemonstrate an in-depth knowledge, understanding, and development of commercial banking financial solutions, including complex credit structures and solutions, treasury management and deposit solutions, and engaging in community relationships and activities for business development. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Relationship Manager Senior CB City National BankRelationship Manager Senior CBLa Jolla, CaliforniaRemote$122,535–$208,715 / yearFull timeRelationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
NewHealthcare Business Banking Relationship Manager U.S. BancorpHealthcare Business Banking Relationship ManagerSan Diego, CA$147,420–$180,180 / yearAt U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape. You'll bring a consultative, entrepreneurial mindset-leveraging the full capabilities of a leading financial institution to deliver sophisticated credit structures, treasury solutions, and integrated financial strategies that fuel client success.
Business Banking Relationship Manager 2 U.S. BancorpBusiness Banking Relationship Manager 2La Jolla, CA$104,130–$127,270 / 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. U.S. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.
CPTS Public Sector Relationship Manager U.S. BancorpCPTS Public Sector Relationship ManagerSan Diego, CA$111,600–$136,400 / 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. You will play a key role in growing spend volume and revenue by identifying new opportunities, strengthening existing partnerships, and delivering a high-touch client experience.
Senior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CA California Bank & TrustSenior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CASan Diego, CA$135,000–$192,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Wealth Relationship Manager SAFE Act - SOLANA BEACH Citigroup IncWealth Relationship Manager SAFE Act - SOLANA BEACHSolana Beach, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
NewClient Services Manager Golden CareClient Services ManagerLa Mesa, CaliforniaReporting directly to the Director of Client Care, the Client Services Manager plays a key leadership role in ensuring exceptional client satisfaction, seamless service delivery, and strong caregiver-client relationships. This position serves as the primary point of contact for clients and their families, building trusted relationships, addressing concerns, coordinating services, and ensuring client needs are met in a timely and professional manner.
Senior Manager Client Services San Diego Wellness CollaboratiSenior Manager Client ServicesSan DIego, CA$85,000–$100,000These teams manage the referral, authorization, and implementation of Enhanced Care Management (ECM) and Community Supports (CS) housing services for Medi-Cal members, in close coordination with managed care plans (MCPs), community referring parties, and subcontracted service partners. The Senior Manager Client Services serves as the operational right hand to the Director of Business Operations, providing high-touch leadership and day-to-day support to two specialized teams operating within California’s CalAIM framework.
Client Manager - Security Services Allied UniversalClient Manager - Security ServicesSan Diego, CA$75,000–$85,000 / yearUtilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio.
HOA Relationship Development Manager Columbia Banking System IncHOA Relationship Development ManagerSan Diego, CA$90,000–$175,000 / yearDevelop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication introducing Columbia Banks products and services. Meet with centers of influence including CPAs, attorneys, real estate agents, business owners, and senior executives to evaluate their financial and business needs and provide expert advice on Columbia Banks products and services.
Sr Relationship Manager Columbia Banking System IncSr Relationship ManagerSan Diego, CA$115,000–$170,000 / yearMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Scott Dunn Private - Private Relationship Travel Manager Liberty TravelScott Dunn Private - Private Relationship Travel ManagerSan Diego, CADiversity, Equity & Inclusion: Commitment to diversity, equity, and inclusion through initiatives like Diversity Day (paid leave to observe a holiday or cultural celebration of your choice) Employee Resource Groups (Racial Equity, Gender Equity, LGBTQ2IA+, Accessibility, Environmental Justice), DEI education initiatives, and equitable practices, including regular equity assessments and inclusive recruitment protocols. Paid Time Off: A comprehensive time off package, including up to 15 vacation days (prorated upon hire and increasing to 20 days after 2 years of employment), 5 sick days, 3 personal days, 1 Diversity Day, 1 Volunteer Day, and 8 recognized holidays annually.
Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA) Bank of America CorpSr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA)San Diego, CA$140,000–$235,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Relationship Manager Citizens Business BankRelationship ManagerSan Diego, CAThe Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank. Four year college or university program degree; or three (3) to five (5) years Commercial Banking experience and/or training; or equivalent combination of education and experience.
Client Operations Manager Hughes MarinoClient Operations ManagerSan Diego, CA$70,000–$80,000 / yearFull timeWe specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies.
Senior Client Service Manager (Water/ Wastewater/ Infrastructure) Brown and Caldwell IncSenior Client Service Manager (Water/ Wastewater/ Infrastructure)San Diego, CA$158,000–$216,000 / yearServe in a leadership capacity within professional organizations or NGOs that enhance our brand presence in the marketplace, foster client relationship-building, and create opportunities to connect with potential teaming partners. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Business Banking Relationship Manager 2 U.S. BankBusiness Banking Relationship Manager 2La Jolla, 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. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts—from loan generation to deposit growth to fee‑based production.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesLa Jolla, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesLa Jolla, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.