- PNC (Los Angeles, CA)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Relationship Strategist. + **Institutional Asset Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for… more
- Bank of America (Newport Beach, CA)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- Bank of America (San Diego, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more
- IBM (San Francisco, CA)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or… more
- Northrop Grumman (Oxnard, CA)
- …Human Resources organization is seeking a skilled and dedicated Principal Employee Relations Advisor to join our team. The successful candidate will play a key role ... of the Employee Relations Center of Excellence, the ER Advisor provides advice, consultation, and guidance to create sustainable...have:** + A proven track record as a trusted advisor and consultant to business and HR leadership in… more
- Anywhere Real Estate (San Francisco, CA)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Bank of America (Walnut Creek, CA)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- CHS Inc. (Sacramento, CA)
- …North Dakota, South Dakota, Iowa, Nebraska, or Wisconsin.** **Responsibilities** + **Trusted Advisor ** : Work in collaboration with enterprise and product line sales ... teams to serve as a strategic advisor , delivering actionable insights and recommendations that create measurable value for customers by performing efficiency… more
- City National Bank (San Francisco, CA)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Google (Mountain View, CA)
- …technology sector. **Preferred qualifications:** + Experience acting as a strategic talent advisor , with a proven ability to design creative strategies and deliver ... and influencing outcomes. + Partner with senior leaders as a trusted advisor , offering talent insights to refine their hiring needs, shape search strategy,… more