Portfolio Management Associate
5 days ago
We are seeking a highly skilled Registered Sales Associate to join our team at Thriving Asset Management LLC. The ideal candidate will have experience in account maintenance and outbound client and prospect contacts.
Key responsibilities include:
- Returning client phone calls and emails in a timely and professional manner
- Filling out new account forms and transfer paperwork accurately and efficiently
- Setting up EFT instructions and money moves for clients
- Booking appointments for existing clients' account reviews and prospective new clients
The successful candidate will have excellent communication and organizational skills, with the ability to work in a fast-paced environment.
Company OverviewThriving Asset Management LLC is a portfolio management firm and investments company that offers planning and money management services to high net worth clients.-
Sales Associate
1 month ago
Palo Alto, California, United States Thriving Asset Management LLC Full timeJob OverviewWe are seeking a Registered Sales Associate to join our dynamic team. The ideal candidate will possess experience in managing client accounts and conducting outbound communications with both clients and prospects.Key ResponsibilitiesResponding to client inquiries via phone and email.Completing new account documentation and transfer...
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Commercial Asset Manager
3 weeks ago
Palo Alto, California, United States Pinpoint Talent Full timeJob SummaryPinpoint Talent is seeking a seasoned Commercial Asset Manager to join our team. As an Asset Manager, you will be responsible for overseeing the financial performance and strategic growth of a diverse portfolio of commercial and mixed-use properties.Key ResponsibilitiesProperty Operations Oversight: Manage third-party and internal property...
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Life Sciences Patent Associate
4 weeks ago
Palo Alto, California, United States Vanguard-IP Full timeJob SummaryVanguard-IP is seeking a highly skilled Life Sciences Patent Associate or Patent Agent to join our team. As a key member of our organization, you will be responsible for evaluating patent portfolios, performing due diligence investigations, drafting and prosecuting patent applications, and patent portfolio management.Key ResponsibilitiesPatent...
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Palo Alto, California, United States Guardant Health Full timeJob SummaryWe are seeking a highly experienced Senior Director to lead our global publication strategy for our oncology genomics portfolio at Guardant Health. As a key member of our Medical Affairs team, you will be responsible for developing and executing a comprehensive publication strategy to support our business objectives and regulatory requirements.Key...
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Associate Patent Professional
4 weeks ago
Palo Alto, California, United States Vanguard-IP Full timeJob SummaryVanguard-IP is seeking a highly skilled Life Sciences Patent Associate to join our team. As a key member of our organization, you will be responsible for evaluating patent portfolios, performing due diligence investigations, drafting and prosecuting patent applications, and patent portfolio management.Key ResponsibilitiesRegistered to practice...
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Senior Development Associate, Principal Gifts
17 hours ago
Palo Alto, California, United States Lucile Packard Foundation for Children's Health Full timeAbout the RoleThe Lucile Packard Foundation for Children's Health is seeking a highly organized and detail-oriented Development Associate to support the Principal Gifts team. This role will provide administrative support to two fundraisers, coordinating logistics, managing calendars, and preparing materials for meetings and events.Key...
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Relationship Manager
3 weeks ago
Palo Alto, California, United States Rma & Risk Management Association Full timeJob SummaryWe are seeking a highly skilled Relationship Manager to join our team at Rma & Risk Management Association. As a key member of our Industry Relations team, you will play a critical role in fostering and managing complex, high-value partnerships between our organization and pharmaceutical and life science companies.Key ResponsibilitiesDevelop and...
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Senior Investment Operations Associate
4 weeks ago
Palo Alto, California, United States Stanford Management Company Full timeJob SummaryStanford Management Company (SMC) is seeking a highly skilled and detail-oriented Senior Investment Operations Associate to join our team. As a key member of our investment operations team, you will be responsible for performing rigorous performance analysis, administering the information flow of SMC's external managers, and providing timely and...
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Relationship Manager
2 weeks ago
Palo Alto, California, United States Rma & Risk Management Association Full timeJob SummaryWe are seeking a highly skilled Relationship Manager to join our team at Rma & Risk Management Association. As a key member of our organization, you will be responsible for fostering and managing complex, high-value partnerships between our organization and pharmaceutical and life science companies.The ideal candidate will have a strong background...
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Senior Program Manager
3 weeks ago
Palo Alto, California, United States Guardant Health Full timeJob SummaryWe are seeking a highly skilled Senior Program Manager to lead and manage Enterprise Systems Programs/Projects following the software development life cycle. The ideal candidate will have a minimum of 6 years of experience in Enterprise Systems Project/Program Management and be able to lead and manage multiple systems integrated programs.Key...
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Relationship Manager
4 weeks ago
Palo Alto, California, United States Fidelity Investments Full timeJob Description:Role Summary: We are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a Relationship Manager, you will play a pivotal role in fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.Key Responsibilities:Client Relationship Building: Develop and maintain strong...
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Senior Program Manager
4 weeks ago
Palo Alto, California, United States Guardant Health Full timeJob DescriptionGuardant Health is a leading precision oncology company focused on helping conquer cancer globally through the use of its proprietary tests, vast data sets, and advanced analytics. The company's oncology platform leverages capabilities to drive commercial adoption, improve patient clinical outcomes, and lower healthcare costs across all stages...
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Associate Director of Risk Management
4 days ago
Palo Alto, California, United States Bowie State University Full timeJob Posting:Bowie State University seeks a highly skilled Associate Director of Risk Management to lead the development and implementation of its risk management program using Enterprise Risk Management (ERM) methods and processes.Job Summary:The successful candidate will be responsible for ensuring the university's financial stability, safety, and...
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Senior Accounting Manager
1 month ago
Palo Alto, California, United States Burnett Search Full timeSenior Accounting Manager - Technical ResearchFull-timeAn exceptional opportunity awaits to assist both emerging and established enterprises in navigating complex accounting and operational challenges with our esteemed consulting firm. This role offers a vibrant environment characterized by a dynamic pace and a collaborative team culture. Engage with premier...
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Associate Store Manager
2 weeks ago
Palo Alto, California, United States Pottery Barn Full timeJob SummaryWe are seeking a highly motivated and experienced Associate Store Manager - Sales to join our team. As a key member of our store leadership team, you will be responsible for driving sales growth, managing store operations, and leading a team of sales associates to deliver exceptional customer experiences.Key ResponsibilitiesDevelop and execute...
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Development Associate, Transformational Giving
3 weeks ago
Palo Alto, California, United States Lucile Packard Foundation for Children's Health Full timeAbout the RoleWe are seeking a highly skilled Development Associate to join our Transformational Giving team at the Lucile Packard Foundation for Children's Health. As a key member of our team, you will provide administrative support to our Vice President, Transformational Giving, and contribute to the growth and success of our development program.Key...
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AI Product Manager
1 month ago
Palo Alto, California, United States Sterling Process Equipment & Services, Inc. Full timeKey Responsibilities:Strategic Development of Service OfferingsIdentify, prioritize, and enhance the AI service portfolio and roadmap informed by market insights, customer feedback, competitive evaluations, and analytical data.Explore avenues within the existing service portfolio and sales strategies to broaden the AI dialogue.Craft and establish the AI...
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Landscaping Senior Account Manager
5 days ago
Palo Alto, California, United States Gothic Landscape Full timeAbout UsGothic Landscape is a leading provider of commercial landscaping services, dedicated to delivering exceptional customer service and building long-lasting relationships with our clients and teams.Job SummaryWe are seeking a highly skilled and experienced Senior Account Manager to join our team. As a Senior Account Manager, you will be responsible for...
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Associate Account Manager
7 days ago
Palo Alto, California, United States Navan Full timeAbout the RoleWe are seeking a highly motivated and organized Account Management Associate to join our team at Navan. As a key member of our customer-facing team, you will be responsible for directly supporting our Administrator's travel and expense needs.Your role will be to solve issues, communicate effectively, and collaborate with internal teams to...
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AI Product Manager – Professional Services
4 weeks ago
Palo Alto, California, United States Sterling Process Equipment & Services, Inc. Full timeKey Responsibilities:Strategic Development of Service OfferingsIdentify, prioritize, and enhance the AI service portfolio and strategic roadmap informed by market insights, client feedback, competitive landscape, and analytical data.Explore avenues within the current portfolio and sales strategies to broaden the AI dialogue.Craft and articulate the AI value...