- Deloitte (San Diego, CA)
- …the risk in our growing and increasingly complex business to improve financial performance and protect the firm's assets and reputation. Work you'll do Deloitte ... various functions including sales, legal, finance, and delivery to act as a strategic advisor to help manage deal flow and to optimize sales and contracting cycles… more
- Oracle (Sacramento, CA)
- …for large-scale and/or complex implementations. Career Level - IC4 **Responsibilities** Performance Specialist responsibilities include: As a trusted advisor the ... provides consulting services, including: + Holistic technical design reviews + Performance and scalability + Optimization of integrations and NetSuite customizations… more
- Wells Fargo (Pasadena, CA)
- …investment sales, full balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership ... of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area **Required… more
- Wells Fargo (Los Angeles, CA)
- …results-driven professional with deep experience in financial services and advisor engagement. The Independent Solutions Growth Director will proactively engage ... Leadership to develop and execute on a territory sales strategy + Partner with Strategic Partners and Internal Centers...Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo… more
- Bank of America (Beverly Hills, CA)
- …Description: The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple ... must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +...+ Customer Experience Improvement + Project Management + Sales Performance Management + Strategy Planning and Development… more
- Bank of America (Walnut Creek, CA)
- …is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded ... delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior… more
- Bank of America (Los Angeles, CA)
- …They assist with and attend client meetings and discussions covering investment strategy , account performance , new products, and market developments in an ... the role may vary depending on the team's practice. Performance is measured by the FA or FA team...experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for… more
- Microsoft Corporation (San Diego, CA)
- …with the knowledge of, and experience with, Microsoft's product landscape, solutions, and strategy to act as a trusted technology advisor , both internally and ... held accountable for identifying the pathway and resources necessary to build a strategy . Microsoft's mission is to empower every person and every organization on… more
- Warner Bros. Discovery (Burbank, CA)
- …business priorities, talent strategy and culture. + Serve as a trusted advisor to the CEO, Board of Directors, and senior leadership on executive compensation, ... leader responsible for designing and delivering a forward-looking total rewards strategy that attracts, motivates, and retains world-class talent. Reporting directly… more
- Bank of America (Newport Beach, CA)
- …and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional ... delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior… more