- H&R Block (Palo Alto, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It would be even… more
- Columbia Bank (Los Angeles, CA)
- …asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth ... your success. Advisors will have access to a shared financial services assistant . Advisors will be eligible...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- WSP USA (Oakland, CA)
- …our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client coordination and supports ... Opportunity** WSP is currently initiating a search for an ** Assistant Vice President, Environmental Planning** for the **Southern California...offices and the globe to foster new and innovative client delivery. People & Culture + Fosters a work… more
- Oracle (Sacramento, CA)
- **Job Description** **Sr. Assistant Controller, North America Revenue Controller** When you combine Oracle's **_\#1 ERP financial system_** with its ... of all accounting records for the corporation and end-to-end financial ownership and compliance for the countries and subsidiaries...for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team **What's needed… more
- Bank of America (Walnut Creek, CA)
- …timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Deloitte (San Diego, CA)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Parexel (Sacramento, CA)
- …Manages project engagements (small or large) + Interacts with the assigned Project Assistant to ensure accurate financial management and for general project ... understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor... client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more
- UCLA Health (Los Angeles, CA)
- …and success + Build relationships with cost centers and become their trusted financial advisor Salary Range: $92,600 - $202,200/annually. Please note that the ... and working with detailed information + Understanding of large-scale, integrated client -server/ERP/budgeting and financial planning systems + EPSI, Strata,… more
- Bristol Myers Squibb (San Diego, CA)
- …careers.bms.com/working-with-us . The Regulatory Counsel, RayzeBio will serve as a key legal advisor to RayzeBio and play a central role in supporting the research, ... global operations. The position reports to the Vice President & Assistant General Counsel, RayzeBio. **Key Responsibilities:** + Provide proactive, strategic legal… more
- Insight Global (San Francisco, CA)
- Job Description A client is seeking Remote Account Executives to join their growing team. In this role, You'll work closely with SDRs who are focused on generating ... these markets. You'll be responsible for driving new business by interfacing with financial advisors on these introduction meetings, typically the end users of their… more