Trading Jobs in Mill Valley, CA

Assembly Wealth - Mill Valley, CA, United States

, maintain detailed notes and records in the CRM, and ensure the completion of tasks. • Research and document rollover compliance for retirement accounts. • Assist with portfolio management and trading tasks

from: linkedin.com - 13 days ago

LaneGray, Inc. - San Francisco, CA, United States

administrative support to the Head of Sales and the Sales and Trading team. Coordinate client meetings, events, roadshows, and manage complex travel logistics. Maintain effective internal and external

from: linkedin.com - 11 days ago

Cash App - San Francisco, California

their finances. Our team has built Round Ups, Savings Goals, Savings Yield, Automatic Paycheck Distributions, Stock trading, and Brokerage account management. Looking forward, we will build new ways

from: resume-library.com - 12 days ago

Kerwin Associates - San Francisco, CA, United States

; Support corporate-related tasks, such as insider trading compliance, drafting compliance certificates, advising on director & officer matters, etc.; and Provide general advice and counsel to business

from: linkedin.com - 3 days ago

Dexterity Capital - San Francisco, CA, United States

Summary We love challenges. So we built Dexterity Capital, a quantitative trading firm focused on solving the hardest problems in Finance. By combining brilliant people, rich proprietary datasets

from: linkedin.com - 9 days ago

AdTheorent - San Francisco, California

of the platform Position Overview: AdTheorent (AT) is currently seeking a qualified and experienced Manager, Programmatic Trading to join its team. This individual will consult self-service clients on campaign

from: resume-library.com - 22 days ago

Spencer Ogden - San Francisco, CA, United States

, trading comparables, tax equity structures and debt financing Participate in day-to-day deal execution, interacting with deal team members and potentially client teams, transaction counterparties and other

from: linkedin.com - 8 days ago

Sidepit - Berkeley, CA, United States

-trading environment. Job Description: We are seeking a motivated Director of Investor Relations to join our team on a commission-only basis. This role is critical in securing funding and building strong

from: linkedin.com - 8 days ago

Citi - San Francisco, United States

by efficiently utilizing the bank's resources across the globe. They work closely with partners in Cash Management, FX trading and Credit Risk to conduct in-depth analysis and customize solutions. They are held $157,040.00 - $235,560.00

from: efinancialcareers.com - 4 days ago

Conquis Financial LLC - Millbrae, CA, United States

and grammatical proficiency. Operational knowledge and experience working with large custodians and trading platforms. A strong interest in business development. CFP® designation or currently scheduled for the CFP

from: linkedin.com - 17 days ago