- Bank of America (Irvine, CA)
- …or 66 or equivalent; must maintain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the client experience and operational efficiency. Position Overview The Client Services Manager will serve as a primary point of contact for designated client ... work structure. + Equal opportunity employer and SEC-registered investment advisor . Excited about this opportunity? Apply today and send...as MS Dynamics or Salesforce. + Experience with Schwab Advisor Center is a plus. Excited about this role?… more
- BMO Financial Group (San Francisco, CA)
- …their development, and manages poor performance. + Acts as a trusted advisor to senior leaders for business decisions and implementation of strategic initiatives. ... task forces. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- City National Bank (Beverly Hills, CA)
- …full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with client team. Utilize ... formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new...Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. WHAT WILL YOU DO? * Perform ... and risk. Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external… more
- Palo Alto Networks (Santa Clara, CA)
- …service domains. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience ... support Unit 42's goal of becoming a trusted strategic advisor + Lead the design, development, and delivery of...with 3+ years in a Director (or equivalent Senior Manager ) role leading consulting delivery teams strongly preferred +… more
- Herbalife (Torrance, CA)
- …As a key member of the Global HR Business Partner team, the Manager , HR Business Partner will collaborate with business leaders, stakeholders, and HR colleagues ... a strategic mindset to act as a liaison and advisor to all levels within the organization for HR-related...HOW YOU WOULD CONTRIBUTE: * Serve as a consultative advisor to assigned functional business unit(s), focusing on organizational… more
- ADP (San Dimas, CA)
- …As a **Strategic Planning** partner, you will report to the DVP & General Manager of Compliance and Shared Services under Smart Compliance Solutions and be a trusted ... advisor and thought leader to senior leadership to assess,...the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across… more
- Intuit (Mountain View, CA)
- …of our TurboTax Live Expert Network. Partnering with the Talent Acquisition Manager and Service Delivery leaders, the recruiter will design an effective strategy ... practices **How you will lead** + Serve as an advisor to internal stakeholders to deeply understand business strategies...for today and the future + Build a trusted advisor relationship with hiring managers, coaching them on effective… more
- Bank of America (Beverly Hills, CA)
- …or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more