- Grant Thornton (Los Angeles, CA)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... and efficiency of the process. + Obtain an understanding of clients' business , objectives, strategy, operations, processes, IT systems, service providers and… more
- Bank of America (Irvine, CA)
- …and assists with training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- WTW (Los Angeles, CA)
- …and Solutions practice who will be responsible for assisting the broader client service and brokerage teams in the advisory , development, implementation and ... Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory , broking and solutions company that helps clients around...for assigned clients. + Manage a Multinational Book of Business relative to the Global Services &… 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, ... for the management and delivery of US international tax services for clients across various industries and market segments....practice development skills into a team approach to client service and new business development + Other… more
- Ensono (Los Angeles, CA)
- …the client by owning executive relationship map & expansion of key technical and business relationships: + Whitespace growth of existing services + Striving for ... a mix of Ensono products and services vs. single service + Building...client's competitive services landscape for Ensono whitespace services . + Leverage Advisory & Consulting and… more
- Ankura (CA)
- …not receive a response. Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end ... will possess a strong personal brand within Restructuring & Turnaround advisory and deep market-making relationships across the relevant law firms, investment… more
- Leadership Public Schools (Oakland, CA)
- …monitoring to staff and families as directed + Oversee the leadership advisory programs, including developing advisory curriculum and coaching advisors + ... and career progress including referral to summer school, credit recovery, and/or services provided by outside agencies + Maintain student transcript data with… more
- Bank of America (San Diego, CA)
- …and compliance to industry regulations, and policies and procedures + Driving business growth byleading the service delivery model and wealth management ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Thrivent Financial (Lakewood, CA)
- …advise prospective and current members/customers on suitable financial products and investment advisory services + Open and complete product applications + ... Organization/ Business Overview: Big Island So Cal Group is...this position will be focused on securities and investment advisory products and services as well as… more
- Grant Thornton (Los Angeles, CA)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... a full range of tax planning, consulting, and compliance services for your multiple clients - all with the...the client's tax burden + Consult, work with, and service client to make recommendations on business … more