- JPMorgan Chase (San Jose, CA)
- …the ongoing suitability of investments and activities in client accounts. + Conduct Advisor book reviews to identify trends or patterns requiring further review that ... and decision-making skills. + Ability to understand new investment products, Advisor /Banker compensation plans, and firm-wide policies and procedures to conduct… more
- JPMorgan Chase (Cupertino, CA)
- …of new technology, practice management and business development supporting an Advisor 's practice. + Monitor progress, identify risks, and resolve issues that ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- LinkedIn (San Francisco, CA)
- …organization to run effectively and efficiently. This individual will act as an advisor to executives in the sales organization and is responsible for helping crack ... strong relationships with partners will be critical to your success . Responsibilities: + Serve as a thought partner and...Responsibilities: + Serve as a thought partner and business advisor to our sales executives + Lead central sales… more
- Roche (San Francisco, CA)
- …directly to the Head of CoE, this role acts as a key advisor and execution partner, enabling leadership effectiveness, driving strategic alignment across gRED and ... and development. **Strategic Partner** + Act as a thought partner and trusted advisor to the Head of CoE on business, organizational, and operational strategies. +… more
- Turner & Townsend (San Francisco, CA)
- …and programs as we turn challenge into opportunity and complexity into success . Our capabilities include program, project, cost, asset and commercial management, ... consulting, mentor junior estimators, and act as a trusted advisor to clients and project stakeholders throughout all phases...acting as a primary point of contact and trusted advisor . + Contribute to the development of estimating tools,… more
- Palo Alto Networks (Santa Clara, CA)
- …the unique ideas of every member of our team contributes to our collective success . Our values were crowdsourced by employees and are brought to life through each ... drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership to the CDSS product… more
- ADP (Irvine, CA)
- …goals with continuous sales training and the latest technology to set you up for success as you manage your book of business. You'll spend most of your time doing ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- Western Digital (San Jose, CA)
- …execution to enterprise strategy. In this role, you will be a trusted advisor , talent strategist, and change agent supporting business growth, transformation, and a ... organizations. Able to partner across the COE's is a critical component to success in this role. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Partner with business… more
- AeroVironment (San Diego, CA)
- …business units, attending meetings, documenting workflows, and serving as a trusted advisor . + **Acts as the subject matter expert (SME) for designated partner ... for digitalization and automation. + Serves as a "trusted advisor " to the BU and functions as a key...the company + Focuses on teamwork and puts the success of the team above one's own interests **Physical… more
- Oracle (Sacramento, CA)
- …(VISN). This executive-level role is responsible for acting as a trusted advisor to regional Veterans Affairs (VA) leadership and ensuring delivery of standardized ... as the primary executive liaison for assigned VISNs, acting as a trusted advisor to VA regional leadership. + Deliver clear, executive-level briefings and program… more