Wealth Management Jobs in Mountain View (CA)

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Search Results - Wealth Management Jobs in Mountain View (CA)

Tax Manager - Family Office

CyberCoders-Mountain View (CA)-yesterday

field.Nice to haveMaster's degree in Taxation (MST) or LL.M. in Taxation.Experience with non-profit entity compliance and cross-border reporting requirements (FBAR, PFIC).Prior supervisory experience in a family office, private client, or wealth management...

Wealth Relationship Manager SAFE Act

Citigroup-Mountain View (CA)-yesterday

value client relationships and adherence to regulatory standards, within Citi’s wealth management framework. Compensation / Benefits • medical, dental & vision coverage • 401(k) • life insurance • disability insurance • wellness programs • paid time...

Tax Director - Family Office

CyberCoders-Mountain View (CA)-yesterday

principals.Represent clients in all tax controversy matters, managing federal, state, and local audits from notice through final resolution.Partner with cross-disciplinary teams to integrate tax strategies with estate, philanthropic, insurance, and overall wealth...

Manager 3, Forward Deployed Engineering Team (AI)

Intuit Inc.-Mountain View (CA)-appcast.io-3 days ago

construction, nonprofit, manufacturing, wealth management, health care, franchise, or field services. • Hands‑on experience with agentic AI workflows building, configuring, or deploying AI agents in production. • Experience building an interview loop...

Senior Product Manager, Fintech Industry

Egnyte-Mountain View (CA)-2 days ago

and priorities, translating the needs of PE/VC, wealth management, banking, and insurance customers into clear, well-articulated use cases and requirementsParter with and influence other product managers to get FSI-critical capabilities onto their roadmaps...

Associate Advisor Build Your Career in Wealth Management

Robert Half-Oakland, 28 mi from Mountain View (CA)-2 days ago

Overview In this Associate Advisor role at a $5B wealth management firm, you will support financial planning and client reviews, working closely with experienced advisors to build your own client relationships over time. You’ll engage in data...

Senior Manager | Sales Reinvention | Insurance

Accenture-Mountain View (CA)-yesterday

Visit us at: . You are: An experienced professional with deep growth strategy and front office transformation experience with focus in these sub-industries: insurance, wealth management, retirement services. Additional experience across other services...

J.P. Morgan Wealth Management - Executive Director, Advanced Planner Wealth Advisor

JPMorgan Chase & Co.-San Francisco, 33 mi from Mountain View (CA)-appcast.io-2 days ago

employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As the Executive Director, Wealth Planner...

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate

Goldman Sachs-San Francisco, 33 mi from Mountain View (CA)-yesterday

Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking...