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11  12  13  14  15
San Francisco, CA
Full Time
Office and Admin
DM Stone JobsInBrokerage.com

SF based privately held Investment Management Firm is looking for an Administrative Assistant for their Fixed Income Group which includes a team of Investment Analysts, Portfolio and Client Service Managers. DUTIES: Assist in the production of a high volume of presentation materials for client meetings, industry conferences or management visits by utilizing various software packages Utilize PowerPoint and Excel to edit and update presentation materials Prepare monthly and quarterly client reports as well as internal reporting Perform general office duties, including updating client contact...  more ->

4/28/2017 7:14:18 AMNT5606
http://www.jobserve.com/FEjkP
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San Francisco, CA
Contract/Full Time
Office and Admin
DM Stone JobsInBrokerage.com

You will support the Chief Executive Officer and will perform a variety of administrative duties including extensive calendaring, travel planning, project coordination, liaising with high-level contacts and employees and management at all levels of the organization. Since you will be privy to sensitive information, you should use considerable use of tact, diplomacy, discretion and judgment. You will also provide additional support to the Board of Directors. DUTIES: Organize and coordinate meeting schedules and processes such as: 1. Confirm meetings, reserve conference rooms, arrange for...  more ->

4/28/2017 7:14:24 AMNT5664
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San Francisco, CA
Full Time
IT
DM Stone JobsInBrokerage.com

Established Alternative Investment firm is looking for a hands-on individual for the role of Business Intelligence/Data Warehouse Developer within the IT application development team. The team is responsible for the firm's data architecture and core business applications. DUTIES: Perform technical analysis of requirements, conceptual modelling, design, implementation, and support for an industry-leading enterprise data warehouse, including: Design and implementation of ETL processes Development of reports and Business Intelligence dashboards Troubleshoot production processes SKILL SET:...  more ->

4/28/2017 7:14:32 AMNT5657
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

Nationally known retailer has an opening for a Sr GL Accountant for their corporate HQ. You will be responsible for the day to day operation of financial, accounting, administrative and personnel systems. You Will report to the Controller and is responsible for timely and efficient general ledger close, balance sheet, income statement analysis and supporting schedules. The position requires ability to work diligently under multiple deadlines and coordinate workflows. DUTIES: General ledger entries, account reconciliations and month-end close Responsible for preparing monthly payroll journal...  more ->

4/28/2017 7:14:22 AMNT5663
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San Francisco, CA
Full Time
Finance, Sales and Marketing
DM Stone JobsInBrokerage.com

PLEASE NOT THAT THERE ARE 2 POSITIONS AVAILABLE - SAN FRANCISCO AND PALO ALTO Job Summary: This is the most senior wealth advisory role in the Bank, providing relationship management to clients in the $3MM+ market segment. Private Wealth Advisors are expected to proactively attract, deepen, and manage the most complex and sophisticated financial relationships through the use of Private Wealth Management tools and processes (eg, Value Ladder, Life Wealth Cycle, Client Profile, and Wealth Planning). Advisors in this role need to understand the complexity of Wealth Planning, investment...  more ->

4/28/2017 7:14:16 AMNT5598
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San Francisco, CA
Contract/Full Time
Office and Admin
DM Stone JobsInBrokerage.com

San Francisco based Investment Firm is seeking an Executive Assistance to work directly with the firm's Founding Partner and Managing Member. JOB DESCRIPTION As the Executive Assistant (EA), you shall have the responsibility of conserving our Founding Partner/Managing Member's (FP) time and positively promoting the company's image by representing the FP in a professional manner both internally and externally. Furthermore, the EA is to be the primary liaison between the FP and company's executives, employees, partners, investors, etc. As the EA, you will represent the FP by welcoming guests....  more ->

4/28/2017 7:14:31 AMNT5637
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Santa Rosa, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

Major regional CPA firm with great reputation is seeking seniors and managers for their audit and tax divisions within branches in SF, North Bay (wine country) and South Bay (Silicon Valley). Will pay competitive salaries. Advantages include greater visibility, career growth/flexibility (partner track), entrepreneurial environment, etc. CPA a plus, or you have passed some parts. more ->

4/28/2017 7:14:02 AMNTDMSCPAS
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San Diego, CA
Full Time
Finance, Legal
DM Stone JobsInBrokerage.com

The successful candidate will assist in all aspects of compliance with the Investment Company Act of 1940 (1940 Act) and the Investment Advisers Act of 1940 (Advisers Act) as well as specific fund restrictions for all open-and closed-end funds and separately managed institutional accounts. Respond to compliance due diligence questionnaires or complete compliance certifications; - Perform reviews of RFPs - Help evaluate the adequacy and effectiveness of the firm's policies, procedures and internal controls; - Assist with reviewing and ensuring the timely and accurate filing of all regulatory...  more ->

4/28/2017 7:14:10 AMNTDMSCOMPLANLSTSD
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New York, NY
Full Time
Finance, Legal
DM Stone JobsInBrokerage.com

Overview: Reporting to the Vice President of QC & Testing within BSA/AML, the QC & Testing Specialist/Sr. Specialist will be responsible for conducting testing of BSA/AML, Sanctions, FCPA compliance and fraud related controls throughout the Bank. The QCT Specialist/Sr. Specialist will execute the review coverage based on review objectives, regulatory requirements, and risks. Responsibilities: Perform BSA/AML, sanctions, FCPA, and fraud related testing at the Enterprise level, business or support units, and bank subsidiaries. Assess compliance with BSA/sanctions related regulations and...  more ->

4/28/2017 7:14:04 AMNTDMSQCTESTINGSPEC
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San Francisco, CA
Full Time
Sales and Marketing
DM Stone JobsInBrokerage.com

SALES EXEC - RIA SPACE Prestigious investment advisory firm is looking for a seasoned, motivated financial services sales professional. Ample prospective client leads will be provided through their direct mail program and through a branch network. The territory is solely the state of California. Once clients join the firm, 100% of the client service responsibility shifts to a Portfolio Counselor. The dual role of sales and client service are not required. Sales executives are allowed to concentrate on maximizing their compensation by solely marketing. Ideal candidates include hard working...  more ->

4/28/2017 7:14:01 AMNTDMSSALESRIA
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Marina del Rey, CA
Full Time
Office and Admin, HR
DM Stone JobsInBrokerage.com

Our client is seeking an experienced Senior Payroll Administrator. Under the direction of the V.P. of Human Resources, the position is primarily responsible for processing a bi-weekly and monthly payroll. The position may also eventually oversee 2 payroll administrators processing a bi-weekly, and monthly payroll, provide day to day direction, reviewing existing processes, procedures and recommending improvements to drive efficiency, sustain accuracy of internal controls, assist with company audits, participate and assist fill-in as needed with other assigned tasks. Responsibilities:.Process...  more ->

4/28/2017 7:14:08 AMNTDMSSRPROLLADM
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

We're looking for an exceptional Accounting Manager to provide a broad array of contractual and process support. About You - Bachelor's degree in accounting or business administration preferred - Minimum 3-4 years of hands on general accounting, bookkeeping, accounts payable and receivable experience - Minimum 2 years of direct payroll processing experience - Ability to work independently and with a team in a fast paced and evolving environment with emphasis on accuracy and timeliness - Detailed oriented, highly organized, follow up on pending issues, very reliable, self-starter, meet...  more ->

4/28/2017 7:14:11 AMNTDMSACCTGMGR
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

This position will have accounting responsibility for one or more operating Windfarm companies for client's asset management responsibility. DUTIES: Read, interpret, and summarize the Project's contracts and loan agreements to assure proper accounting and compliance. Full accounting and general ledger responsibility including preparation of monthly stand alone and consolidated financial statements for one or more Projects. Prepare account analyses and reconciliations on a monthly basis. Revenue billing and analysis, Fixed Asset Accounting, accounts payable coding for the Projects and all...  more ->

4/28/2017 7:14:15 AMNT5592
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San Francisco, CA
Full Time
Sales and Marketing
DM Stone JobsInBrokerage.com

We're looking for a seasoned Director of Sales to drive sales efforts for our game-changing product. This is a senior level individual contributor role. Reporting to the chief revenue officer, the Director of Sales will be responsible for developing and closing new and existing customers. Your work will include developing sales presentations and pitches, meeting with clients and prospects, contributing to the hiring process as we build the team to keep up with the product's success. About the role: As an intelligent closer, you able to understand and interpret customer pain points and provide...  more ->

4/28/2017 7:14:12 AMNTDMSDIRSALES
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Palo Alto, CA
$65-70K
Full Time
Finance, Sales and Marketing
DM Stone JobsInBrokerage.com

National brokerage firm is seeking a licensed financial adviser (Series 7/66) to manage and expand existing account base offering mutual funds, managed money, etc. Looking for 2-5 years experience, a person who loves financial sales, and is wired for success. Pays base around $65-70K plus bonus (total comp expected to be around $130K). Unlimited potential, reputable firm with good benefits. more ->

4/28/2017 7:14:14 AMNTDMSFCPASAD
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Naperville, IL
Full Time
Engineering, Legal, Real Estate
Engineering Resource Group, Inc.

Plan and execute on assigned network rights and entitlements responsibilities from proposal stage through the execution of agreements, allowing the implementation team to begin construction per schedule Work with Implementation and other teams to acquire private property easements where needed, and communicate the financial and other terms thereof Order and interpret title reports and surveys, where necessary Administer, interpret and mediate where needed on rights and entitlements agreements where the expertise and knowledge of this position is important Accurately forecast agreement...  more ->

4/28/2017 7:13:47 AMNT18884-MM
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Walnut Creek, CA
Full Time
Sales and Marketing
DM Stone JobsInBrokerage.com

Prestigious registered investment advisor and financial planning firm in Walnut Creek (near BART) is looking for a successful financial services sales person from the retail investor space, who connects well with COIs and high net worth investors, and is comfortable selling investment mgmt. and financial planning services. Compensation will consist of salary plus substantial commission potential. Series 65 or 66 required, or may obtain after hire. Series 7 license will not be registered, as this is not a broker-dealer. Territory will be northern California. Exciting oppty for the right...  more ->

4/28/2017 7:13:52 AMNTDMSBUSDEVRIA
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Walnut Creek, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

Senior Equity Portfolio Manager. Our client is an established and growing Wealth Management firm with an opening for a Senior Portfolio Manager. This is an opportunity for an intelligent, positive and responsible person with high initiative, strong communication skills, a meticulous attention to detail and a desire to learn. Great people skills will be important. As a key member of the firm's Research team, your functions will include partnering with the Chief Investment Strategist to determine the investment philosophy, investment strategy and decision making process for the Research...  more ->

4/28/2017 7:13:56 AMNTDMSPORTMGMT
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

As a member of our Internal Audit team, the Internal Audit Manager - Compliance, is responsible for planning, conducting and managing Compliance audits and providing control consultation on security, risks and controls throughout the company Bank and its subsidiaries. Compliance audit areas include, not limited to, BSA/AML, NACHA, Fact Act, Lending and Deposit Compliance, and Fair Lending/CRA. Position manages a Compliance audit staff of 2 and resources from outsourced audit partners. Assist with developing and implementing an annual audit plan by assessing all relevant risk factors,...  more ->

4/28/2017 7:14:00 AMNTDMSINTAUDMGRCOM
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Portland, OR
Full Time
Finance
DM Stone JobsInBrokerage.com

Job Summary: This position is responsible for growing a senior book of business and achieving high client retention rates by providing each client with valuable service offerings, competitive investment processes and performance and by fulfilling the role of trusted adviser. Must be able to manage a complicated book of business and conduct complex client and partner presentations and meetings on the firm's investment strategy, account performance and new products. Major Responsibilities: 40% Portfolio Management and Client Service: Manage individual, trust and/or our institutional assets and...  more ->

4/28/2017 7:13:58 AMNTDMSPMRM
http://www.jobserve.com/FEjj9
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