Company Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion
Overview: Join a high-impact team at the center of client onboarding within Wealth Management. In this role, you will serve as a critical first line of defense for the bank, ensuring all client accounts are accurately documented, compliant,
About the Position Callan is seeking a new team member to join our Client Report Services (CRS) team in the following Callan locations: Portland, or San Francisco headquarters. As a Performance Analyst in the Client Report Services (CRS)
Overview: Join a high-impact team at the center of client onboarding within Wealth Management. In this role, you will serve as a critical first line of defense for the bank, ensuring all client accounts are accurately documented, compliant,
Client Relationship Manager - SA08AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals –
Company Overview Founded in 2015, PHIL is a Series D health-tech startup that is building a platform that interfaces between doctors, pharmacies, and patients to streamline the process of patients receiving prescriptions. This is a complex,
Description We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service
RESPONSIBILITIES: Facilitates ongoing stakeholder relationships (with clients, consultants, brokers, underwriters) through proactive client engagement (e.g., meetings, plan reviews) to ensure client retention and satisfaction. Gather relevant data/information and interprets reports to inform right rate action for clients. Manages the lifecycle
About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how
Company Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has
About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how
WHY DEPT®? We are a Growth Invention company built to help the world’s most ambitious brands grow faster. Operating at the intersection of technology and marketing, we create what is next by pioneering ideas, acting fast,
Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue in our
This is an exciting opportunity to work for one of the top law firms in the U.S.! Davis Wright Tremaine LLP is looking for a Client Experience Legal Project Coordinator to join our team in our Seattle,
About Delinea: Delinea is a pioneer in securing human and machine identities through intelligent, centralized authorization, empowering organizations to seamlessly govern their interactions across the modern enterprise. Leveraging AI-powered intelligence, Delinea’s leading cloud-native Identity Security Platform
At UnitedHealthcare, were simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health
Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth. The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth
Client Insights – Principal/Sr. Director Let’s be unstoppable together! Circana is a leading provider of technology, AI, and data solutions for consumer packaged goods companies, manufacturers, and retailers. Our predictive analytics and Liquid Data® platform help clients measure
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the