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San Francisco, CA
Contract
Finance
DM Stone JobsInBrokerage.com

San Francisco based Asset Management firm is looking for a Contractor to assist with a couple of operations projects. Industry experience is required along with strong Excel skills. For more information, call Diane Please send resume as an MS WORD ATTACHMENT to (see below) more ->

4/20/2017 7:31:34 AMNT5711
http://www.jobserve.com/FD1IM
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

PLEASE NOTE THAT THIS POSITION COULD RESIDE IN THE FOLLOWING LOCATIONS: SAN FRANCISCO, LOS ANGELES, NEWPORT BEACH, NEW YORK City OR BOSTON This role reports to the VP of QC & Testing within BSA/AML. You will be responsible for independently conducting complex quality control reviews covering all facets of the Bank's BSA/AML, Sanctions, FCPA compliance and fraud programs. You will design and execute the review coverage based on review objectives, risks, and regulatory requirements. DUTIES: Autonomously, accurately, and effectively conduct BSA/AML, sanctions, FCPA, and fraud related quality...  more ->

4/20/2017 7:31:21 AMNT5687
http://www.jobserve.com/FD1IB
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

This position will have accounting responsibility for one or more operator entities that provide asset management duties to operating energy companies. You will be responsible for cash journal entries and preparation of bank reconciliations. Entering payroll entries and performing ad hoc duties as needed. DUTIES: Full accounting and general ledger responsibility for one or more operator entities including preparation of all balance sheet reconciliations associated with the entity Read, interpret, and summarize management agreements between operator and project entities Preparation of all...  more ->

4/20/2017 7:31:34 AMNT5710
http://www.jobserve.com/FD1IL
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Pleasanton, CA
Full Time
Finance, Sales and Marketing
DM Stone JobsInBrokerage.com

Provides client service and overall administrative and operational support to assist the business activities of the Financial Advisor(s). May solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under the direction of the Financial Advisor and as securities licensing and registrations permit. Provides assistance to the Financial Advisors by furnishing account information and quotes, establishing new accounts, and processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s)...  more ->

4/20/2017 7:31:31 AMNT5705
http://www.jobserve.com/FD1IJ
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San Francisco, CA
Full Time
Office and Admin
DM Stone JobsInBrokerage.com

PLEASE NOTE THAT THIS POSITION CAN ALSO BE A TEMP OR TEMP TO HIRE DEPENDING UPON THE CANDIDATE The Executive Assistant to the CFO role will perform a variety of administrative duties involving high-level contacts and exposure to sensitive information necessitating considerable use of tact, diplomacy, discretion and judgment. The Executive Assistant interacts with employees within all levels of the organization, and performs regular administrative and clerical tasks. This position's hours are 8:30 5:30pm or 9:00 a.m. to 6:00 p.m. DUTIES: Organize, update, draft, prepare, compile documents...  more ->

4/20/2017 7:31:18 AMNT5680
http://www.jobserve.com/FD1H0
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

THIS ROLE CAN EITHER BE IN SF OR NY The Wealth Management Operations Associate is primarily responsible for supporting all functions related to trade operations and settlements including trade break resolution the Securities and Investment Management Groups. You will also be the liaison between PWM's Centralized Trading Team, the middle and Back Office support groups in San Francisco, New York, and other principal locations. The position requires attention to detail, a high level of follow-through with PWM investment professionals, brokers, custodians and client service associates. This is an...  more ->

4/20/2017 7:31:18 AMNT5691
http://www.jobserve.com/FD1H3
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Century City, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

Dynamic and growing Private Wealth Management firm is seeking a Client Service Manager. Responsibilities range from providing daily oversight on a wide range of service, administrative, sales and relationship management support delivered by a team of Client Service associates to participating in the development of Firm's policies and procedures, providing back-up support to the Regional Client Service Manager and assistant the Client Service team in client specific projects. 3 years of experience in the financial industry working with high net worth individuals and families and have an...  more ->

4/20/2017 7:16:14 AMNT5638
http://www.jobserve.com/FD1GL
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Scotts Valley, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

Our client is looking for a dynamic, self-starter to make a mark on their burgeoning institutional client relations team. The firm's rapid growth offers plenty of advancement potential for the right individual. This position is integral to the firm's institutional business as it grows nationally. It has tremendous upside and can grow with the right individual. DUTIES: Client Services/Sales/Marketing Related: Serve as the first point of contact for approximately $3B AUM of existing relationships Assist with new account openings Design and complete client and prospect proposals Organize...  more ->

4/20/2017 7:16:16 AMNT5655
http://www.jobserve.com/FD1GP
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San Francisco, CA
Full Time
Finance
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 ->

4/20/2017 7:16:10 AMNT5598
http://www.jobserve.com/FD1GJ
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

The Fund Accounting Associate will report to the Mutual Funds Treasurer and work with individuals and teams throughout the firm. You will work on a variety of accounting and financial reporting matters, with primary focus on supporting daily fund accounting operations of the world-wide funds. DUTIES: Perform daily review of the funds' NAVs as calculated by State Street Bank Participate in the funds' quarterly close process Perform various accounting and reporting responsibilities, including reconciling accounts and preparing reports for internal and external distribution Prepare fund expense...  more ->

4/20/2017 7:16:16 AMNT5642
http://www.jobserve.com/FD1GN
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

You will be responsible for technical accounting analyses, preparation of memoranda to support accounting conclusions, and application of technical accounting analyses to transactions, for both LP and for the company's Inc. groups. This position will also support preparation of annual corporate audits, individual project-level annual audit reports and SEC filings. This position will work in collaboration with the Director of Technical Accounting, Corporate Controller, Assistant Controllers, and Accounting Managers and work with commercial and finance professionals across the organization to...  more ->

4/20/2017 7:16:11 AMNT5622
http://www.jobserve.com/FD1GK
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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 ->

4/20/2017 7:16:09 AMNT5606
http://www.jobserve.com/FD1GI
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Palo Alto, CA
$65k-70k plus bonus (total comp expected to be around $130K).
Full Time
Finance
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 ->

4/20/2017 7:16:05 AMNTDMSFCPASAD
http://www.jobserve.com/FD1GG
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San Francisco, CA
Full Time
Finance
DM Stone JobsInBrokerage.com

Responsible for the trust administration of the largest, most complex, portfolio trust accounts. Accounts are drawn from any one or more of the following categories: probate, guardianships living and testamentary trusts, investment advisory and custody accounts, escrows and employee benefit trusts. Responsibilities include managing all accounts in accordance with applicable legal requirements and securing Bank and external professional services as appropriate to fulfil the special needs of trust clients. Responsible for maximizing the profitability of existing accounts by communicating the...  more ->

4/20/2017 7:15:57 AMNTDMSPERSTRUST
http://www.jobserve.com/FD1GB
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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 ->

4/20/2017 7:15:48 AMNTDMSINTAUDMGRCOM
http://www.jobserve.com/FD1F5
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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 ->

4/20/2017 7:15:51 AMNTDMSCPAS
http://www.jobserve.com/FD1F7
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Piscataway, NJ
Contract
Engineering
Engineering Resource Group, Inc.

Contract position for an electrical/electronic technician for processing and packaging equipment. Experience with assembly, testing, troubleshooting and repair of electrical and electronic controls for industrial machinery. Experience with testing and troubleshooting of PLCs. Minimum 2 years experience with testing, troubleshooting and repair of electrical and electronic systems for industrial machinery. Experience with testing and troubleshooting of PLCs. more ->

4/20/2017 7:15:21 AMNT18875-LL-MM
http://www.jobserve.com/FD1Fm
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Norwalk, CT
Full Time
Engineering
Engineering Resource Group, Inc.

Permanent position for a Product Safety Engineer primarily responsible to ensure lean process development resulting in a high level of parts quality from suppliers. Conduct reviews to evaluate product safety. Support product management in customer interaction regarding Product Safety. Isolate potential safety hazards. Review safety procedures when handling product. Anticipate, recognize, and evaluate safety hazards. Achieve safety compliance across multiple product lines and programs. Determine regulatory/certification/compliance issues and/or identify foreseeable misuses. Review and approve...  more ->

4/20/2017 7:15:27 AMNT18882-BZ
http://www.jobserve.com/FD1Fq
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Roseville, CA
$50k-$55k
Full Time
Finance
DM Stone JobsInBrokerage.com

Our client, a prominent national brokerage firm, is currently seeking a Series 7 and 63 licensed Investment Consultant for its Roseville branch (Sacramento area). As an Investment Consultant, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of our platform, resulting in asset accumulation and retention. We have built a successful, client-focused business model and an outstanding work...  more ->

4/20/2017 7:15:31 AMNTDMSFCPORT
http://www.jobserve.com/FD1Fv
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Carlstadt, NJ
Full Time
Engineering
Engineering Resource Group, Inc.

Permanent position for a Mechanical Engineer to design Point-of-Purchase displays and Store Fixturing. Provide technical concepts and engineering documentation to a project team for the development and/or the execution of company product. Acts as Lead Engineer for specific project teams. Provides conceptual and execution leadership for specific projects. Provides all engineering CAD documentation to company drafting standards and manages their portion of document updating and archiving. Provides and updates as needed a Bill of Material for their projects. Supports the needs of estimating and...  more ->

4/20/2017 7:15:25 AMNT18881-BZ-MK
http://www.jobserve.com/FD1Fp
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