- City National Bank (Los Angeles, CA)
- …Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- City National Bank (Los Angeles, CA)
- …risk management processes of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk management to identify, recommend ... adequately identified, fully justified and properly approved. * Acts as internal advisor /partner to CNB's line units regarding loan and credit matters and provides… more
- Paychex (San Francisco, CA)
- …and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure ... referrals to end users. + Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources. + Analyzes the prospects'… more
- Deloitte (San Jose, CA)
- …Participate in sales pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal to highlight relevant ... with client stakeholders to establish and maintain our status as a trusted advisor . + People Development: Perform role of mentor and coach to help others… more
- Amazon (Mountain View, CA)
- …space. In this strategic role, you'll serve as a trusted technical advisor , guiding the customer through their technology transformation journey while setting ... that can be leveraged across the organization Serve as a trusted advisor to customer leadership, asking strategic questions they aren't asking themselves and… more
- Warner Bros. Discovery (Burbank, CA)
- …the company's culture and values. The SVP will be a strategic advisor to senior leadership, driving data-informed decision-making and ensuring the company's rewards ... with business priorities, talent strategy and culture. + Serve as a trusted advisor to the CEO, Board of Directors, and senior leadership on executive compensation,… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Experience Ambassador (DEA) serve as a trusted virtual banker and relationship advisor , engaging members through digital and remote channels to help them achieve ... tools to help members reach life goals. * Act as a trusted advisor by conducting holistic financial consultations with members. * Deliver a high-touch, consultative… more
- ITW (Sacramento, CA)
- …and ability to craft relatable messaging will position you as a trusted advisor to customers, enabling you to deliver innovative solutions and help expand our ... to support long-term growth and annual business objectives. + Build "Trusted Advisor " and "Industry Expert" status with customers in the trade union training… more
- VaynerMedia (Los Angeles, CA)
- …and career growth + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust and credibility with C-suite and ... and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've Got: + A… more
- Capital One (Sacramento, CA)
- …compliance information. + Customer Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to align on their ... domains. + At least 4 years in customer-facingroles, acting as a trusted advisor to senior security and IT leaders. + Deep technical understanding of cybersecurity… more