Custodian Jobs in San Francisco
Search jobs in
1 - 13 of 13
Search Results - Custodian Jobs in San Francisco
C1Fund-San Francisco
/Chief Investment Officer
New Closed-end Fund $100-200M AUM in Exciting New Industry
This position will be working with an established set of outside vendor/partners in our US office, who provide fund administration, audit, custodian, legal and NAV...
mindmatch.ai -
Robert Half-San Francisco
client accounts, and resolve service issues with the custodian.
• Participate in business development.
Qualifications:
• Bachelor’s degree with minimum of 5 years of relevant work experience in financial planning and wealth management.
• Active Series...
roberthalf.com -
BBR Partners-San Francisco
BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm...
mindmatch.ai -
Kindredventures-San Francisco
worldwide. As the operational backbone of the digital economy, BitGo handles a significant portion of Bitcoin network transactions and is the largest independent digital asset custodian, and staking provider, in the world. For more information, visit...
appcast.io -
Innovations PSI-San Francisco
Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well...
mindmatch.ai -
Robert Half-San Francisco
the next 2 years.
• Familiarity with Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal and Schwab custodian is a plus.
• Excellent communication skills, personable demeanor, ability to handle confidential information and multitask.
Unique Selling...
roberthalf.com -
Confidential-San Francisco
Experience with Practifi (Salesforce) or similar CRM preferred.
• Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred.
• Experience with eMoney preferred.
Other Requirements
• Provide professional and courteous service to clients...
mindmatch.ai -
NEAR-San Francisco
digital asset custodian. For more information, please visit www.bitgo.com.
We are looking for a Director of Risk Management to assist the Chief Risk Officer in managing and expanding the enterprise-wide risk management program and to provide subject...
appcast.io -
Robert Half-San Francisco
the next 2 years.
• Familiarity with Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal and Schwab custodian is a plus.
• Excellent communication skills, personable demeanor, ability to handle confidential information and multitask.
Unique Selling...
roberthalf.com -
Stronghold-San Francisco
and solutions to attract and broaden SHx markets ecosystem
• Manage relationships with key traditional market participants such as OTC trading desks, brokers, quantitative market makers, custodians, institutional market participants and prime brokers
• Explore...
appcast.io -
Innovaccer-San Francisco
Analytics at Innovaccer
Our analytics team is dedicated to weaving analytics and data science magics across our products. They are the owners and custodians of intelligence behind our products. With their expertise and innovative approach...
mindmatch.ai -
Robert Half-San Francisco
Must hold: Series 65, CFP or CFA.
• Plan to sit for the CFP exam within two years if not already certified.
• Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus.
• Strong communication...
roberthalf.com -
Robert Half-San Francisco
the next 2 years.
• Familiarity with Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal and Schwab custodian is a plus.
• Excellent communication skills, personable demeanor, ability to handle confidential information and multitask.
Unique Selling...
roberthalf.com -
Custodian – Related jobs in San Francisco:
Custodian jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Custodian, San Francisco
It's free, and you can cancel email updates at any time