- Atria Wealth Solutions (Dublin, CA)
- …objectives of the Credit Union. + Develop and coordinate marketing and advertising strategy that aligns with the operating plan. + Supervise and coordinate the ... or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred - such as… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of services including investment management, financial and retirement planning, lending strategy , and bespoke family office solutions. The organization fosters a ... 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
- Stanford University (Stanford, CA)
- …HR. The ideal candidate will have the ability to be a trusted advisor , change champion, and solutions-oriented collaborator. Are you ready to inspire champions? If ... with more senior HR team members on overall recruitment strategy . Educate and train managers to foster a positive...+ Knowledge and demonstrated experience as a consultant and advisor to management in areas such as employee relations,… more
- Google (Los Angeles, CA)
- …work with executives in Product, Developing, CTO or CIO organizations as trusted advisor . As a Technical Solutions Consultant, you will be responsible for the ... execution and business operations of Google's partnerships, as well as develop product strategy and prioritize projects and resources. In this role, you will help… more
- ADP (Irvine, CA)
- …Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- Google (Sunnyvale, CA)
- …Infrastructure. You will help define the sales plays and act as a trusted advisor to the partner in the entire journey of identifying new opportunities, developing ... you will be leveraging your experience in partner management, strategy and sales, demonstrating your aptitude and passion for...solutions with the aim of serving as their trusted advisor for both pre-sales and post sales customer engagements.… more
- Intuit (Mountain View, CA)
- …financial and operational leadership. The individual will also be a trusted advisor to the Expert Network leadership team, influencing strategic decisions on ... the following: + **Strategic planning** : Be a trusted advisor to the leadership team to develop and refine...complex business scenarios that drive and inform our investment strategy to drive customer growth, AI-enabled productivity and other… more
- CalSTRS (Sacramento, CA)
- …of the CalSTRS SAP Program. The incumbent serves as an enterprise advisor , providing centralized oversight, leadership, and governance for large, complex and ... + Experience developing and maintaining an Enterprise Resource Planning program strategy in alignment with an organization's overall business goals and objectives.… more
- Applied Materials (Santa Clara, CA)
- …performance (profitable growth, portfolio prioritization) but also serve as an advisor to DFT leaders on process, business model innovations and organizational ... all aspects of financials including forecasting, budgeting, scenario planning, strategy planning, portfolio prioritization, accounting, policy guidance, audit support,… more
- City National Bank (Beverly Hills, CA)
- …* Generate properly formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new account paperwork ensuring correct ... client paperwork is compiled based on account type, investment strategy , and fee schedule charged, and well as any special circumstances for the client. May prepares… more