Vice President

2 weeks ago

San Francisco CA, United States NPAworldwide Full time

Job description Act as a trusted advisor to UHNW individuals and families, providing holistic financial and investment advice. Conduct detailed financial planning covering estate, tax, and wealth transfer strategies. Monitor and review portfolios, ensuring they align with client goals and performance expectations. Collaborate with external advisors (attorneys, accountants, bankers) to coordinate comprehensive client solutions. Ensure fiduciary responsibility and compliance, placing the clients interests first. Mentor and train internal client coverage teams, fostering collaboration and excellence. Anticipate client needs, proactively providing insights and education to enhance decision-making. Wealth Management,Financial Planning,Portfolio Management,Client Advisory 10+ years in financial services ideally in private wealth management, investment banking, or an RIA. Proven success advising UHNW clients or managing complex financial relationships. Bachelors degree in finance, economics, or a related field. Strong communication and relationship-building abilities. Advanced Microsoft Office proficiency. Deep understanding of portfolio management, financial planning, and wealth structuring concepts. Preferred Qualifications: CFA, CFP, MBA, or other relevant certifications. Advanced degree in business, economics, or finance. Exposure to financial technology platforms or CRM tools. Experience in tax and estate planning coordination with external professionals. #J-18808-Ljbffr

  • Vice President, Pharmacovigilance

    2 weeks ago

    San Francisco, United States Trebla Talent Full time

    Position: Vice President, Regulatory Affairs Location: Remote/Hybrid Compensation: 350-405k + annual bonus + equity Role Summary: This Vice President, Drug Safety and Pharmacovigilance, will be the primary physician on the team and responsible for medical safety across its entire clinical portfolio. We are looking for seasoned industry leaders with both...

  • Vice President

    4 weeks ago

    San Francisco, United States Real Full time

    This range is provided by Real. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Senior PR Recruitment Consultant Lead at Real Staffing (formerly Madison Black) I am hiring a Vice President with a background In Tech PR for this amazing PR agency. Qualifications: Candidates should have tech experience with...

  • VAS - Vice President

    4 weeks ago

    San Francisco, CA, United States CBRE Full time

    VAS - Vice President Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below. Location(s): Fresno - California - United States of America, Sacramento - California - United States of America, San Francisco - California - United States of America, San Jose - California - United States of America,...

  • Vice President/Senior Vice President of Regulatory Affairs

    4 weeks ago

    San Diego, United States SciPro Inc. Full time

    Vice President/Senior Vice President of Regulatory Affairs I am currently searching for a San Diego based Vice President/Senior Vice President of Regulatory Affairs that will join a growing Oncology biotech to lead their regulatory strategy for their global clinical stage programs advancing towards filing. To be considered as a Vice President/Senior Vice...

  • Vice President

    1 day ago

    San Francisco, California, United States Stout Full time

    At Stout, we're dedicated to exceeding expectations in all we do – we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you...

  • SPQREA - Vice President

    2 weeks ago

    San Francisco, California, United States CBRE Full time

    San Francisco - California - United States of AmericaAbout The RoleAs a CBRE SPQREA - Vice President, you will be responsible for developing business and negotiating the selling, leasing, and marketing of commercial real estate properties for clients. Honorary Titles of Senior Associate, Vice President, First Vice President, Senior Vice President, Executive...

  • Investment Banker

    3 weeks ago

    San Francisco, CA, United States JPMorgan Chase & Co. Full time

    Job Information The information below covers the role requirements, expected candidate experience, and accompanying qualifications. Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Locations San Francisco, CA, United States Job Schedule Full time Job Description We are...

  • Vice President and Chief Financial Officer

    2 weeks ago

    San Francisco, United States University of San Francisco Full time

    Chief Financial Officer, Vice President, Officer, President, Financial, Chief, Management, Education

  • Vice President and Chief Financial Officer

    2 weeks ago

    San Francisco, CA, United States University of San Francisco Full time

    Vice President And Chief Financial Officer The Vice President and Chief Financial Officer (CFO) serves as the senior financial officer of the University of San Francisco, reporting directly to the President. In this capacity, the CFO is a trusted strategic advisor, working in close, daily collaboration with the President to guide the University's financial...

  • Vice President and Chief Financial Officer

    2 weeks ago

    San Francisco, CA, United States University of San Francisco Full time

    Vice President And Chief Financial Officer The Vice President and Chief Financial Officer (CFO) serves as the senior financial officer of the University of San Francisco, reporting directly to the President. In this capacity, the CFO is a trusted strategic advisor, working in close, daily collaboration with the President to guide the University's financial...