NewInvestment Consultant - Davis, CA Charles SchwabInvestment Consultant - Davis, CADavis, CAYou’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
Investment Analyst - Credit Research Penn MutualInvestment Analyst - Credit ResearchDavis, PennsylvaniaPenn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. The analyst will evaluate corporate issuers and securities, contribute to investment discussions, and provide input that supports portfolio construction, risk management and investment decision-making.
Public Finance Investment Banking Director - Senior Living Piper Sandler CompaniesPublic Finance Investment Banking Director - Senior LivingSacramento, CA$150,000–$200,000 / yearWe are open to candidates from a variety of professional backgrounds, including: Public finance or investment banking; Municipal advisory or financial advisory; Senior living or long-term care operations; Chief financial officer, finance, or development roles at nonprofit senior living organizations; Healthcare finance or real estate finance; Strategic, management, or capital-planning consulting; or. Origination & Business Development: Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.
NewInvestment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerSacramento, CA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
RIA Regional Consultant - Enterprise Rias, VP III - State Street Investment Management State Street CorporationRIA Regional Consultant - Enterprise Rias, VP III - State Street Investment ManagementSacramento, CA$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management State Street CorpRIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment ManagementSacramento, CA$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
INVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEMYolo County, CA$10,681–$12,738 / yearThis position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700). Investment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information.
INVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEMSacramento, CA$7,993–$10,004 / yearInvestment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEMSacramento, CA$10,681–$12,738 / yearThe team is currently seeking two Investment Officer (IO) II or III positions to consult with and inform INVO management, Information Technology Services Branch (ITSB) business units, and external vendors, recommending investment business systems and project approaches necessary to influence the success of INVO''''s investment and technology for the Private Markets Technology (PMT) team. Duties include but are not limited to: Utilize knowledge of investment industry and specific investment functions, support the oversight of the day-to-day availability, performance, and stability of critical investment systems, including both vendor platforms and internally developed applications.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerSacramento, CA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
NewInvestment Banking Consultant Accenture PlcInvestment Banking ConsultantSacramento, CAKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Alternative Investment Services, Associate 2 State Street CorpAlternative Investment Services, Associate 2Sacramento, CA$41,600–$66,560 / yearAs Alternative Investment Services - Investor Services, Associate 2, you will be: Day to day processing of Investor trades in accordance with internal and the fund guidelines to ensure efficient and effective transaction processing. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
NewSenior Client Partner Investment Sales Cellco PartnershipSenior Client Partner Investment SalesSacramento, California$112,000–$215,000 / yearUsing AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentSacramento, CACompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Investment Consultant Davis, CA The Charles Schwab CorpInvestment Consultant Davis, CADavis, CAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Investment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentSacramento, CaliforniaCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
NewSenior Client Partner Investment Sales Verizon Communications IncSenior Client Partner Investment Salesione, CA$112,000–$215,000 / yearUsing AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.
SENIOR PORTFOLIO MANAGER State Of CaliforniaSENIOR PORTFOLIO MANAGERWoodland, CA$18,334–$28,334 / yearAn incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA) may receive a 5% monthly base paydifferential. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).