Client Portfolio Manager, Advisory Solutions (Ftis) Franklin ResourcesClient Portfolio Manager, Advisory Solutions (Ftis)San Mateo, CA$150,000–$200,000 / yearThe Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment strategies, portfolio construction techniques, and global market performance. Franklin Templeton Investment Solutions (FTIS) is a division of Franklin Templeton providing asset management and advisory services to a diverse array of institutional and retail clients.
Private Wealth Management Senior Client Relationship Analyst Morgan StanleyPrivate Wealth Management Senior Client Relationship AnalystPalo Alto, CA$100,000–$150,000 / yearDUTIES and RESPONSIBILITIES: Evaluate investment managers and co-investment opportunities for potential fund commitments and direct/co-investments, with a focus on venture, growth equity, and thematic innovation areas including AI, climate, and deep tech, and prepare materials for presentation to the Polk Wealth Management team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewSupervisor, IT Services Management Gavilan CollegeSupervisor, IT Services ManagementGilroy, CA$120,296.17–$156,602.42 / yearUnder the direction of the assigned manager, supervises and coordinates the activities and operations of the IT services group, including technology support of the District including servers, network & telephone systems, telecommunications, system administration, network operations, helpdesk, audio visual services, web systems; coordinates the activities of assigned technical staff, with other divisions and departments; performs a variety of tasks relative to assigned area of responsibility. Prioritizes projects using established criteria; determines time and cost estimates; assigns optimal resources for projects and develops project timelines; modifies resources and/or timelines as necessary and appropriate; evaluates project alternatives; prevents or resolves project problems; performs post-implementation evaluation of projects.
Associate Principal IT Product Lead - Technical Services Exelixis Inc.Associate Principal IT Product Lead - Technical ServicesAlameda, CA$174,000–$246,000 / yearOperating within a product-centric model, the Associate Principal IT Product Lead will be responsible for defining product roadmaps, fostering cross-functional collaboration, and leading agile product teams to deliver innovative and impactful digital solutions that accelerate drug discovery, development, and commercialization. Experience with one of the mentioned specific technologies or platforms as relevant to the specific role, [e.g., SaaS platforms (Veeva, SalesForce) or cloud solutions (AWS, Azure), or functional capabilities specific to business function such as LIMS, SAP ERP, EDC, CTMS, CRM systems widely used in pharma].
NewMail Services Coordinator - Milpitas, CA CBRE Group IncMail Services Coordinator - Milpitas, CAMilpitas, CAThe platform, which can be tailored to specific client requirements, features a robust mobile experience that allows users to navigate the workplace, schedule meetings with colleagues, reserve workspaces, use food and beverage services, and access building and concierge services. Host's scalable product suite includes concierge-quality services provided by talented CBRE "hosts"; world-class customer service training and certification; and a powerful, enterprise-grade technology platform.
Workplace Hospitality Services Concierge CirclesWorkplace Hospitality Services ConciergeMountain View, CA$28–$29 / hourProvides personal services to employees and visitors including but not limited to: arranging, booking and confirming recreational, dining, and/or business activities, arrangement of transportation & travel arrangements, tickets and entertainment activities, storytelling & campus tours, meal & activity reservations, coordinate car detailing & on-site car refueling, laundry & dry cleaning services, gift & package orders and other amenity services as needed. This is a unique opportunity to bring your expertise in hospitality into a corporate setting, where you will oversee a seamless reception and workplace experience, including guest services, office operations, and supporting workplace amenities.
NewWorkplace Hospitality Services Concierge - Part Time CirclesWorkplace Hospitality Services Concierge - Part TimeMountain View, CA$28–$29 / hourProvides personal services to employees and visitors including but not limited to: arranging, booking and confirming recreational, dining, and/or business activities, arrangement of transportation & travel arrangements, tickets and entertainment activities, storytelling & campus tours, meal & activity reservations, coordinate car detailing & on-site car refueling, laundry & dry cleaning services, gift & package orders and other amenity services as needed. This is a unique opportunity to bring your expertise in hospitality into a corporate setting, where you will oversee a seamless reception and workplace experience, including guest services, office operations, and supporting workplace amenities.
Legal Office Services Specialist LancesoftLegal Office Services SpecialistPalo Alto, CA$23This worker will handle daily business center operations, including welcoming clients, managing conference rooms, coordinating services, handling administrative tasks, and ensuring a professional on site experience while juggling multiple priorities. Other qualities that will make a strong candidate include being organized, professional, client focused, and communicating effectively with clients and peers.
Emerging Financial Services Professional (Remote) Traction Forge FinancialEmerging Financial Services Professional (Remote)San Jose, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
Emerging Financial Services Professional (Remote) (Remote) Traction Forge FinancialEmerging Financial Services Professional (Remote) (Remote)San Jose, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
Technology Analyst - IT Services | PLM | PLM - Implementation IMCS Group IncTechnology Analyst - IT Services | PLM | PLM - ImplementationSan Jose, CACompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. Experience in implementation and support for Teamcenter solutions like BOM Management, Change management, Security modules including SSO/LDAP Integration, Material Management IMM, TcRA, Substance Compliance, Teamcenter Manufacturing etc.
Life Coach, Tailored Day Services Hope ServicesLife Coach, Tailored Day ServicesSan Jose, CAWhile performing the duties of this job, the employee is required to engage in extensive travel around town and in the consumer community; driving and use of public transportation where possible; exposure to climatic conditions, heat, cold, humidity, dampness, sun, pollens; lifting/carrying supplies for consumers to and from locations, walking, standing, pushing/pulling equipment and wheelchairs, visual/auditory acuity while supporting consumer in the community; position is community based and in local and consumer home community, climbing stairs to reach the consumer is occasionally necessary; work alone as well as closely with others, sitting for periods of time in meetings and use of office environment; produce work on computers/office equipment. We celebrate diversity and are committed to creating an inclusive environment for all employees not regardless of, but with consideration and appreciation for race, color, religion or belief, national, social or ethnic origin, sex, age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family or parental status, or any other status.
Business Services Representative Target First Citizens BankBusiness Services Representative TargetPalo Alto, California$80,000–$95,000 / yearFull timeRequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Behavioral Health Services Personal Care Coordinator Jess BusheyBehavioral Health Services Personal Care CoordinatorSan Jose, California$31–$39 / hourThis role focuses on supporting and coordinating internal and external resources for members referred to case management programs, ensuring compliance with all applicable state and federal regulatory requirements. Support coordination of member care with PCP, Specialists, Behavioral Health, and Long Term Services providers to help members maintain functional independence.
Client Relationship Consultant 2 (Banker) - Seafood City - Milpitas, CA U.S. BankClient Relationship Consultant 2 (Banker) - Seafood City - Milpitas, CAMilpitas, California$24.92–$30.46 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In 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.
Client Relationship Consultant 2 (Banker) - Castro Valley, CA US BankClient Relationship Consultant 2 (Banker) - Castro Valley, CACastro Valley, CA$24.92–$30.46 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In 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.
Client Relationship Consultant 3 (Banker) - Evergreen - San Jose, CA US BankClient Relationship Consultant 3 (Banker) - Evergreen - San Jose, CASan Jose, CA$29.08–$35.54 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In 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.
Client Relationship Consultant 4 (Banker) - Foxworthy - San Jose, CA U.S. BankClient Relationship Consultant 4 (Banker) - Foxworthy - San Jose, CASan Jose, California$33.06–$40.40 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In 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.
Client Relationship Consultant 2 (Banker) - The Villages - San Jose, Ca U.S. BankClient Relationship Consultant 2 (Banker) - The Villages - San Jose, CaSan Jose, California$24.92–$30.46 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In 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.
Client Relationship Consultant 2 (Banker) - Half Moon Bay, CA (20 Hrs) US BankClient Relationship Consultant 2 (Banker) - Half Moon Bay, CA (20 Hrs)Half Moon Bay, CA$24.92–$30.46 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In 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.