NewU.S. Private Bank - Market Team Lead - Executive Director JPMorgan Chase & CoU.S. Private Bank - Market Team Lead - Executive DirectorSan Diego, CAGenerate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Residential Security Agent - Part Time Only iJETResidential Security Agent - Part Time OnlySan Diego, CAWhat You Will Bring: Required - Possess a valid and current BSIS issued CA Guard Card and Exposed Firearm PermitParticipation in random drug screeningsMust Pass Physical Readiness Test (PRT) & Meet and Greet prior to offer of employmentPass pre-employment Background Investigation (BGI)Possess a high school diploma, GED, or equivalentPossess a valid and current driver's licenseShowcase abilities and experience in security planning, emergency response, conflict resolution, team environments and understanding of Residential Security TechnologiesPossess strong Written and Verbal Communication skills, Command Presence & Confidence in abilities to operate as a security professional. Possess a valid and current Basic Lifesaver Course (BLS) certification for Pediatric/Adult carePossess a valid and current U.S. PassportCompletion of an Executive Protection or Residential Security academy or courseExperience in providing Secure Transportation Operations (STO) for clientele in a solo or team capacity1 - 2 years' experience in a Residential Security Team Capacity.
Analyst/Associate, Private Equity Primaries AksiaAnalyst/Associate, Private Equity PrimariesSan Diego, CaliforniaAksia is an alternative investments specialist providing investment management, advisory, and research services across private equity, private credit, real assets, and hedge funds. 1-4 years of relevant experience at an institutional investment firm, asset manager, or other financial institution with exposure to underwriting private equity investments.
Private Client Advisor Columbia BankPrivate Client AdvisorSan Diego, CaliforniaThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesSan Diego, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte Touche Tohmatsu LtdPrivate Equity Mergers & Acquisitions Strategy & Diligence Senior ManagerSan Diego, CA$189,200–$372,900 / yearThe team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
Assistant Manager, Private Equity / Hedge Funds (REMOTE) Military, Veterans and Diverse Job SeekersAssistant Manager, Private Equity / Hedge Funds (REMOTE)San Diego, CaliforniaRemoteYou will assist in leading a team environment that encourages self-motivation, organization and aim to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and critical issues.
2027 Private Equity Summer Analyst StepStone Group Inc2027 Private Equity Summer AnalystLa Jolla, CABy analyzing leveraged buyout and growth investment strategies, Summer Analysts will gain a broad exposure to diverse industries and capital structures, while developing familiarity with a wide range of private equity funds and approaches. Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across stages (i.e., buyout, venture capital/growth equity, distressed/credit, etc.), industries and geographies.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area)La Mesa, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)Poway, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area)Chula Vista, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area)Encinitas, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Private Client Banker- San Marcos Branch - San Marcos JPMorgan Chase & CoPrivate Client Banker- San Marcos Branch - San MarcosSan Marcos, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - San Marcos Branch - San Marcos, CA JPMorgan Chase & CoPrivate Client Banker - San Marcos Branch - San Marcos, CASan Marcos, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
LVN Private Duty Nursing Maxim Healthcare Services IncLVN Private Duty NursingEscondido, CAWe offer private duty nursing, skilled nursing, physical rehabilitation, companion care, respite care and behavioral care for individuals with chronic and acute illnesses and disabilities. Our commitment to quality customer service, compassionate patient care, and filling critical healthcare needs makes us a trusted partner wherever care is needed.
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.
Private Client Banker - Ramona Branch - Ramona, CA JPMorgan Chase & CoPrivate Client Banker - Ramona Branch - Ramona, CARamona, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Spring Valley Branch - Spring Valley, CA Bilingual (Spanish) Required JPMorgan Chase & CoPrivate Client Banker - Spring Valley Branch - Spring Valley, CA Bilingual (Spanish) RequiredSpring Valley, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Tax Senior, Private Equity Deloitte Touche Tohmatsu LtdTax Senior, Private EquitySan Diego, CA$74,925–$153,000 / 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.