Jobs at DM Stone JobsInBrokerage.com

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SR. PRIVATE CLIENT ADVISOR

DM Stone JobsInBrokerage.com - Sacramento, CA

CLIENT WILL CONSIDER CANDIDATES WHO RESIDE BETWEEN FRESNO AND THE SACRAMENTO MARKET AREAS.... The Senior Private Client Advisor is the first initial point of contact and the primary contact to this Bank?s highest income/net worth clients? portfolio with a focus on clients whose net worth is $1 million and up. The Private Client Advisor is responsible for managing a portfolio of clients; maxi...

Application Deadline: None

SALES ASSISTANT - WEALTH MANAGEMENT FIRM

DM Stone JobsInBrokerage.com - San Francisco, CA

Private Wealth Management firm located downtown San Francisco is looking for a Sales Assistant (preferrably licensed). Responsibilities: Provide administrative support to assigned Advisor(s) including, calendar management, travel arrangements, client and prospect presentations. Communicate with clients on a daily basis regarding stock quotes, buy vs. sales scenarios, and other related inves...

Application Deadline: None

CORPORATE ACCOUNTING / ACCTS PAYABLE SPECIALIST

DM Stone JobsInBrokerage.com - San Francisco, CA

The Corporate Accounting/Accounts Payable Specialist will join a 7-member accounting group responsible for corporate accounting functions. This team works closely with management on corporate cash management, oversight of revenues and expenses and corporate tax strategy. Company transactions are posted in US Dollars, British Pound Sterling and other currencies. The position reports to the T...

Application Deadline: None

SR. ADMINISTRATIVE ASSISTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

This role is a long term contract w/possibility of being converted This position will be responsible for executive administrative support of a busy business leader, the Executive Vice President. Must have the talent of staying steps ahead and anticipating needs. Looking for someone who enjoys the EA role and has depth and experience working with executives. RESPONSIBILITIES Heavy and compli...

Application Deadline: None

Compliance Contractor - Asset Management

DM Stone JobsInBrokerage.com - San Francisco, CA

Major financial services firm is seeking a long-term contractor in their asset management compliance group. Must be familiar with fund compliance rules (SEC) and have experience with day-to-day processing and compliance monitoring. More info available.

Application Deadline: None

Project Manager with Bank A/L Management Experience (LA or SF)

DM Stone JobsInBrokerage.com - San Francisco, CA

Major bank is seeking a PMP certified professional with heavy banking experience, preferable bank funding and liability management. Project is expected to go well into 2016. It will be based in Los Angeles (or San Francisco).

Application Deadline: None

PROJECT MANAGER - LIQUIDITY AND FUNDING

DM Stone JobsInBrokerage.com - Los Angeles, CA

NOTE: THIS POSITION COULD ALSO RESIDE IN SAN FRANCISCO BUT CANDIDATE MUST BE ABLE TO TRAVEL TO LOS ANGELES This role will assist Portfolio Managers manage efforts from the Business side for projects associated with Liquidity and Funding. Client is looking for someone with a background in Bank Funding and Liability Management (not necessarily a SME, but definitely from that world) and strong P...

Application Deadline: None

SR COMPLIANCE OFFICER/VICE PRESIDENT - BANKING

DM Stone JobsInBrokerage.com - San Francisco, CA

PLEASE NOTE THAT THIS POSITION COULD RESIDE IN SF, LA OR NEW YORK CLIENT IS ALSO OFFERING RELOCATION The person assuming this position will be a member of the Capital Markets/Corporate Banking Compliance team within the centralized Compliance group. This group is responsible for the development, implementation, oversight and control of the central compliance function supporting Bank divisio...

Application Deadline: None

MIDDLE OFFICE ASSOC (P and L ACCTG ANALYST)

DM Stone JobsInBrokerage.com - San Francisco, CA

You will play an important role on this team servicing a number of hedge fund clients, with responsibilities that include processing daily deliverables in the areas of pricing, corporate actions, and P&L reporting, and contributing to the monthly NAV process by preparing valuation and corporate action verification packages. Responsibilities: Database maintenance and troubleshooting Entering...

Application Deadline: None

VP/Senior Compliance Officer

DM Stone JobsInBrokerage.com - San Francisco, CA

Job Summary The person assuming this position will be a member of the Capital Markets/Corporate Banking Compliance (CMCBC) team within our centralized Compliance group. CMCBC is responsible for the development, implementation, oversight and control of the central compliance function supporting Bank divisions that engage in capital markets, corporate/commercial banking and corporate treasury a...

Application Deadline: None

ASSISTANT VP - GOVERNMENT UNDERWRITING

DM Stone JobsInBrokerage.com - San Diego, CA

Successful California Commercial Bank is looking for an Assist VP for Gvt Underwriting. You will directly supervise a team of 6-8 Underwriters in residential lending. Manage the work flow to ensure acceptable service levels and provides technical work guidance. Responsibilities: Responsible for directly supervising staff, including interviewing, hiring and the termination of staff; recomme...

Application Deadline: None

Banking/investment operations

DM Stone JobsInBrokerage.com - San Carlos, CA

Growing financial services firm is looking for operations personnel. Must have experience in banking or investments back office with great attention to detail, able to handle high volume transaction processing, and work at a fast pace. Pays $45K (might go as high as $50K for very strong candidate). Public transportation is somewhat accessible (CalTrain) but having a car is preferable. Hours are...

Application Deadline: None

DATA ENTRY ASSOCIATE - PART TIME CONTRACT

DM Stone JobsInBrokerage.com - Foster City, CA

THIS IS A PART TIME CONTRACT - 3 TIMES PER WEEK 8 HOURS EA DAY The primary responsibility of this data entry associate position is to ensure the accuracy and integrity of the client's database. This individual will use a web-based application to monitor and modify the database as needed. Attention to detail is key as any changes made to the database affects clients' data. The position also...

Application Deadline: None

BusDev/Relationship Manager - Investment Advisory

DM Stone JobsInBrokerage.com - Mountain View, CA

Fast growing and long established Silicon Valley investment advisory firm with multiple offices is seeking a BusDev/RM person with strong sales and marketing experience in financial services. Licenses are not required and cannot be registered. Must be polished and professional, efficient, organized and be able to work independently and in a team setting. Will work with high net worth individual...

Application Deadline: None

ACCOUNTING CONTRACTOR- AP FOCUS

DM Stone JobsInBrokerage.com - San Francisco, CA

Investment Management firm located downtown San Francisco is looking for a long term contractor to work with their accounting group. Looking for someone with heavy Accounts Payable experience. You must be able to commit to the duration of the contract. SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

Application Deadline: None