Irvine, California, United States · On-site
$165k–$220k/yr
Mechanics Bank is currently searching for a Portfolio Senior Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long-term relationships and working together in person. This role will be w…
Skills: Investment Management, Portfolio Construction, Client Relationship Management, Due Diligence, Asset Allocation
Palo Alto, California, United States · Hybrid
$182k–$220k/yr
Purpose in Every Position Pebl puts a world of talent at your fingertips. With our AI-powered Global Work Platform™, companies can hire, pay, and manage employees in 185+ countries—removing risk, red tape, and guesswork …
Skills: Product Management, Product Strategy, Roadmap Planning, SQL, Data Analysis
Palo Alto, California, United States · On-site
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VinciPalo Alto, California, United States · Hybrid
$102k–$125k/yr
Marketing Campaign Manager About Vinci Vinci is building the intelligence layer for hardware engineering. For decades, physics has been one of the biggest constraints on how physical products get designed — not because e…
Skills: B2B Marketing, Campaign Strategy, AI Tools, Customer Intelligence, Salesforce CRM
Palo Alto, California, United States · Hybrid
$200k–$275k/yr
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Skills: Software Engineering, People Management, System Architecture, Technical Leadership, Product Strategy
Palo Alto, California, United States · On-site
$50/hr–$65/hr
If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiting to be discovered. Day - 08 Hour (United States of Americ…
Skills: Sterile processing, Decontamination, Sterilization equipment, Surgical instrument care, Instrument assembly
Palo Alto, California, United States · On-site
$38/hr–$43/hr
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Skills: Sterile processing, Surgical instrumentation, Inventory management, Case cart assembly, Staff training
Palo Alto, California, United States · On-site
$37/hr–$65/hr
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Skills: Relationship management, Financial planning, Customer service, Business development, Risk management
Palo Alto, California, United States · Hybrid
$276k–$293k/yr
About Wing: Wing offers drone delivery as a safe, fast, and sustainable solution for last mile logistics. Consumer appetites for on-demand services are increasing, but current delivery methods are inefficient, costly, an…
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Palo Alto, California, United States · On-site
$56k–$126k/yr
Navan is seeking a highly motivated Treasury Analyst to join our growing Finance team. This role will support domestic and international cash management, banking operations, treasury compliance, financial controls, and f…
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Palo Alto, California, United States · On-site
$110k–$160k/yr
About the Role Meetings & Events for Navan Group is at a pivot point. We are evolving from siloed organizations into a unified, global "Meetings & Events" powerhouse. Our Operations need to build for the new future, wher…
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Palo Alto, California, United States · On-site
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Palo Alto, California, United States · On-site
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The Teen Director will develop and provide leadership to our teen community to include Youth & Government (YG), Model United Nations (MUN), Leaders In training (LIT) Teen Leadership Councils, Middle School and High Schoo…
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Palo Alto, California, United States · Remote OK
About Workato Workato is the leading Control and Execution Platform for Enterprise AI — the neutral platform enterprises trust to put AI to work across their business. Workato unifies data, applications, and processes in…
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Irvine, California, United States · On-site
About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we con…
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Palo Alto, California, United States · On-site
$150k–$160k/yr
Who We Are The world is moving towards instant digital payments and TabaPay is leading the way. We help thousands of Fintechs in the US and Canada instantly move money in and out of accounts and we are actively expanding…
Skills: IT Governance, Risk Management, Compliance, PCI-DSS, FFIEC
Palo Alto, California, United States · On-site
$34/hr–$42/hr
Company Description At Lucile Packard Children’s Hospital Stanford, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centere…
Skills: Food service management, Sanitation compliance, Staff supervision, Menu planning, Quality control
Palo Alto, California, United States · Hybrid
$175k–$250k/yr
About Us We're living through a fundamental shift in how people discover, evaluate, and purchase products. The next generation doesn't respond to traditional marketing -- they build relationships with brands through auth…
Skills: Brand strategy, Product marketing, Demand generation, Content strategy, Storytelling
Palo Alto, California, United States · On-site
$28/hr–$60/hr
About the Hiring Team What the Role EntailsWe are looking for a proactive and detail-oriented IT Operations Intern to join Tencent’s IT team in the PA office, United States. You will work closely with our IT Operations, …
Skills: IT Operations, IT Service Management, Project Coordination, Data Analysis, Stakeholder Communication
Palo Alto, California, United States · Hybrid
$201k–$276k/yr
Company Description Guardant Health is a leading precision oncology company focused on guarding wellness and giving every person more time free from cancer. Founded in 2012, Guardant® is transforming patient care and acc…
Skills: Sales Analytics, Strategic Planning, Data Visualization, SQL, Tableau
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Manage complex investment portfolios for agency and trust accounts while serving as the primary point of contact for clients. Collaborate with the investment team on research and due diligence to ensure portfolios meet objectives and comply with regulatory guidelines.
Requires a minimum of 7 years of investment and wealth management experience with a proven track record of performance. A bachelor's degree is preferred, and professional certifications such as CFA, CFP, CIMA, or an MBA are highly desired.
Responsible for delivering investment advisory services to investment management agency and trust accounts.
Performs all primary client contact and support for activities in agency accounts and collaborates on trust accounts to whom they are assigned, including moderate travel to meet with clients in person, as necessary.
Set Investment Policy Statements for client portfolios, monitors and manages portfolio to ensure asset allocations meet investment objectives and comply with document terms; documents concentrated holdings, including establishing and implementing plan to bring within policy guidelines, implementing trades for rebalancing as necessary.
Collaborates with other members of the investment team to review investment research and conduct due diligence of mutual funds, stocks, bonds and ETF's utilized in portfolio construction.
Responsible for all investment aspects of Reg. 9, including pre-acceptance reviews, annual investment reviews and account oversight. Serves as a member of the Trust Investment Committee, specifically to discuss investment-related issues and Reg. 9 investments reviews with committee members.
Actively involved in new business efforts by overseeing, leading or attending prospect meetings. In rotation with other team members, drafts weekly market commentary for distribution to clients, prospects and centers of influence.
Maintains extensive and regular contact with internal business partners, co-trustees, attorneys and accountants and provides advice and guidance with respect to investment policies and procedures.
Seeks speaking opportunities and represents the Bank in civic and community events. Cultivates relationships with attorneys, CPAs and other centers of influence to enhance the reputation of the Bank and expand new business opportunities.
Travel required: 0-10%.
4 Year / Bachelor's Degree preferred. Additional experience may be considered in lieu of degree.
Minimum of 7 years of investment experience is required, in which consistent, long-term investment performance has met objectives.
7 years related Wealth Management experience required.
Individual should have an in-depth understanding of investment management theory and ethics as well a comprehensive understanding of tax issues and trust and fiduciary laws; consistently apply existing risk management procedures and follow compliance directives; display solid judgment in managing financial contribution of assigned relationships with periodic oversight.
Possess excellent human relations, communications and business writing skills.
Possess effective time management and organizational skills.
Able to cope with pressure resulting from meeting required deadlines and reporting requirements.
Demonstrate teamwork in facilitating workflow. High level of cooperation with others and responsive to the Bank’s needs.
Exemplary motivation, enthusiasm, and professionalism. High level of accuracy and great attention to detail. Strong analytical and problem solving skills. Able to make and support sound decisions.
Consistently demonstrate tact, discretion and good judgment. Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive customer or employee information.
Demonstrate excellent customer service skills. Able to comprehend and interpret Bank policies and procedures.
CFA, CFP, CIMA and/or MBA is preferred.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision.
The noise level in the work environment is usually moderate.
#LI-HJ1
Pay Range: $165,000.00 - $220,000.00 annually
AIP Bonus: Up to 20%
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.
We've been the West Coast's Community Bank for more than 120 years. We’re your neighbors who live and work in your community. We share your values and aspirations. And as bankers, we endeavor to help you achieve your financial goals through offerings including personal banking, business banking, trust and estate services, private banking and wealth management services. It’s a commitment we’ve taken seriously since 1905, when railroad workers, ship builders and immigrants from around the world placed their trust in us. They believed in us, instilling a sense of personal accountability and responsibility that remain part of our culture today. Every client has a story and dreams. So do our communities, which grow and prosper through the people who contribute and the businesses that produce. Passionate about giving back, we stand with our communities, giving our time and financial resources to achieve lasting improvements. Today with 166 branches spanning from San Diego to Seattle, we serve the West Coast. We are passionate about providing for our clients’ banking and lending needs and giving back to our communities. NMLS 442116.
Offices: 1111 Civic Drive, Walnut Creek, CA 94596, US · 18400 Von Karman Avenue, Suite 1100, Irvine, CA 92612, US · 915 Highland Park Drive, Suite 450, Roseville, California 95678, US
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