- Eliassen Group (Sacramento, CA)
- …thousands of companies reach further and achieve more with their technology solutions, financial , risk & compliance, and advisory solutions, and clinical ... gaps and recommend remediation plans. + Collaborate with infrastructure, application, and service management teams to align CMDB with business and IT needs. +… more
- Palo Alto Networks (Santa Clara, CA)
- …create a more secure digital world by providing the highest quality incident response, risk management, and digital forensic services to clients of all sizes. ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more
- Bank of America (Newport Beach, CA)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee… more
- Zions Bancorporation (Irvine, CA)
- Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams ... a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families,...as senior market leader with respect to the wealth advisory services business, ensuring that a full… more
- Wells Fargo (Pasadena, CA)
- …develop a team of individual contributor roles with low to moderate complexity and risk in Special Needs Trust Services , promoting growth, profit management, and ... risk control development within the Special Needs Trust Services team + Develop new business, retain or expand...Financial Planner (tm) designation, Certified Trust and Fiduciary Advisory (CTFA) + Ability to prioritize work, meet deadlines,… more
- CIBC (San Francisco, CA)
- …schedule and timeframes, while accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in ... tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and verbal communication skills with the ability… more
- Grant Thornton (Newport Beach, CA)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational,… more
- Bank of America (San Francisco, CA)
- …diversification and experience with Bank of America and Merrill Products & Services , Trend Analysis, Risk Assessment, Human Resources, and broad Industry ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Coinbase (Sacramento, CA)
- …control design, identify areas of weakness and control failures, and recommend risk reduction initiatives * *Compliance Advisory : *Develop technology control ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...working with fast moving companies to expand our compliance advisory program and create positive change across the business,… more
- Truist (San Francisco, CA)
- …bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based ... a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to...time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and… more