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.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IILos Angeles, CaliforniaKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. 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.
MIM Associate Real Estate Acquisitions MetLife IncMIM Associate Real Estate AcquisitionsLos Angeles, CA$125,000–$140,000 / yearReal Estate Investments sources and manages commercial real estate investments through seven regional field offices (Los Angeles, San Francisco, Chicago, Dallas, Whippany, NJ, Washington, DC, and Atlanta) and four international offices (London, Mexico City, Tokyo and Santiago). Recognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers.
Client Specialist BairdClient SpecialistBell, PennsylvaniaResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
Director, Business Management - Tax Services Armanino McKenna LLPDirector, Business Management - Tax ServicesCA$154,200–$210,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review complex corporate, partnership, trust, and individual tax returns for entertainment industry professionals, athletes, high-net-worth individuals, family offices, and their related entities.
Tax Manager - Private Client Services PCS Ascend Partner Services LLCTax Manager - Private Client Services PCSPasadena, CA$135,000–$200,000 / yearAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. As a Tax Manager - Private Client Services at Lucas Horsfall, you will lead fiduciary accounting for our complex private clients multigenerational family engagements with multiple partnerships and extensive trust structures, including numerous sub-trusts.
Tax Manager - Private Client Services (Pcs) Ascend Partner Services LLCTax Manager - Private Client Services (Pcs)Irvine, CA$135,000–$200,000 / yearAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. As a Tax Manager- Private Client Services at Lucas Horsfall, you will lead fiduciary accounting for our complex private clients multigenerational family engagements with multiple partnerships and extensive trust structures, including numerous sub-trusts.
NewAdvanced Therapies Benefits Specialist (Financial Clearance) Shields Advanced TherapiesAdvanced Therapies Benefits Specialist (Financial Clearance)Los Angeles, CAFull timeCredentials & RequirementsIdeal candidate will have 5+ years of experience in healthcare billing, insurance coordination, or patient financial counsellingFamiliarity with healthcare financial systems and the insurance verification process requiredStrong communication and interpersonal skills are crucial for effectively assisting patientsAttention to detail, organizational abilities, and proficiency with healthcare information systems are also importantPrior experience/familiarity with payer navigation specifically related to cellular therapy (CAR T, TIL, etc.), gene therapy, and/or bone marrow transplant patient journeys and applicable prior authorizations required to enable is preferredPrior exposure with both inpatient & outpatient site-of-care also preferred but not required CompensationCompetitive base salary with bonus opportunity tied to outcomes metrics, with comprehensive benefits coverage also offered. Core Responsibilities Benefits Investigation & VerificationWork with all payers (Government, Commercial, and otherwise, including out-of-state Medicaid agencies), pharmacy benefit managers (PBMs), and third-party administrators (TPAs) to identify, investigate and verify patient insurance coverage and benefits as early as possible within the care journey to ensure timely access to care, accurate billing, and minimal claim denials.
Financial Relationship Manager CTBC Financial Holding Co LtdFinancial Relationship ManagerTemple City, CARelationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Conduct needs assessment with current and potential customers and recommends insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
Financial Consultant (Remote) Melius ConsultingFinancial Consultant (Remote)Los Angeles, CaliforniaRemoteConsult with Confidence: Present clear, compelling financial solutions that clients can trust, knowing you bring the same dedication to your work as you did to your service. Commitment to Excellence: A valid state life insurance license (or a willingness to get licensed through our support) demonstrates your readiness to make a difference.
NewFinancial Modeling Contractor Deloitte Touche Tohmatsu LtdFinancial Modeling ContractorLos Angeles, CA$65–$75 / hourSupport AXIS conversion initiatives, including Model build and configuration, Data mapping and assumption review, Model testing and quality assurance, Reconciliation to legacy CASE and/or Prophet models, Investigation and resolution of model variances. The successful candidate will develop and analyze financial and actuarial models, support project feasibility assessments, and provide reliable insights for strategic decision-making.
Financial Controller & Business Partner The Travel CorporationFinancial Controller & Business PartnerGlendale, CAThis role is ideal for someone who enjoys operating at both the strategic and detailed levels - a hands-on leader who can influence decision-making, improve performance, and build strong financial discipline within a growing international business. For over 100 years, we've been bringing the world closer together by crafting journeys that create lasting memories, lifelong friendships and meaningful cultural connections.
Manager - Global Business Services (GBS) - Strategy DeloitteManager - Global Business Services (GBS) - StrategyLos Angeles, CAFull timeOur mission is to help clients modernize functions which are part of their GBS organization including Finance, HR, Technology, Procurement, and other back office and core business functions, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. As a Manager in Deloitte's GBS practice, you will help clients transform how support functions operate by designing and implementing service delivery models that improve efficiency, agility, and business value.
Financial Reporting Controllership Manager Deloitte Touche Tohmatsu LtdFinancial Reporting Controllership ManagerCosta Mesa, CA$141,200–$278,300 / yearCertified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), or Financial Risk Manager (FRM) credential, or progress toward one. As a Manager, Strategy, Growth, and Transformation on the Finance Transformation Record to Report team, you will be responsible for: Assess controllership and record-to-report processes, identify gaps, and develop transformation roadmaps.
M&A Financial Due Diligence Manager Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence ManagerLos Angeles, CA$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
Encore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantCosta Mesa, CA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Associate General Counsel, Product and Consumer Rivian Automotive IncAssociate General Counsel, Product and ConsumerIrvine, CA$218,800–$340,675 / yearAdvise on Product Counseling & Consumer Protection: Counsel on other products connected to vehicle sales, including optional products, primary auto coverages, Adventure Gear and Gear Shop, consumer software subscriptions (Autonomy+, Connect+, and related platforms), as well as advising on product feedback and market insights, regulatory complaints, and pre-owned vehicle sales - ensuring compliance with Section 5 of the FTC Act, Consumer Product Safety Commission regulations, and state dealer advertising and consumer protection laws. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law.
Model Consultant InvescoModel ConsultantLos Angeles, CaliforniaThe Model Consultant serves as the regional ambassador for Invesco’s model business, combining sales acumen, investment expertise, and practice management insights to deliver a differentiated client experience and help advisors achieve better outcomes for their clients and practices. This highly consultative, external-facing role partners with financial advisors, RIAs, broker-dealers, home offices, and platform partners to position Invesco’s model portfolio solutions as a core component of advisor practice growth.
Senior Administrative Coordinator, Faculty Services Loyola Marymount UniversitySenior Administrative Coordinator, Faculty ServicesWestchester, CA$25.87–$32.31 / hourLoyola Marymount University, a Carnegie classified R2 institution in the mainstream of American Catholic higher education, seeks outstanding applicants who value its mission and share its commitment to inclusive excellence, the education of the whole person, and the building of a just society. Reporting to the Associate Dean of Operations and Administration, the Senior Administrative Coordinator, Faculty Services for the School of Film and Television (SFTV), will serve as the primary administrative support for designated SFTV department chairs.
Delivery Services Driver ODP Business Solutions LLCDelivery Services DriverSignal Hill, CA$22–$26.50 / hourAbout The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Primary Responsibilities: Ensure safe, efficient completion of daily delivery tasks, including, but not limited to, package scanning and delivery/pickup, collecting required proof of deliveries/pickups, and escalation of any barriers that prevent successful deliveries/pickups.