- RxBenefits (Los Angeles, CA)
- …business acumen to effectively oversee the development and execution of tailored solutions that meet client needs. The Director is ultimately responsible ... broker via repeated transparent and consultative engagements. + Proactively engages broker/ client on both value-add solutions and any potential… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families and their related entities. This role serves as a trusted advisor , leading financial operations, supervising staff, coordinating with external partners, and ... ensuring a best‑in‑class client experience. Key Responsibilities + Act as a trusted advisor across tax, estate, trust, insurance, and investment matters to… more
- Pacific Program Management (Los Angeles, CA)
- … client engagements and identifying new opportunities through trusted advisor relationships. The role spans the full workplace planning lifecycle-from early ... Job Summary The Workplace Strategy Lead will expand Cresa's Workplace Solutions presence by delivering regionally based expertise aligned with the national… more
- Oracle (Sacramento, CA)
- …have the opportunity to build and deliver creative, data-driven solutions that address complex industry challenges. Oracle's fast-paced, collaborative environment ... is passionately committed to customer success. As the trusted advisor for your account, you'll leverage Oracle's comprehensive, cloud-based technology with a… more
- Charles Schwab (Sacramento, CA)
- …the status quo " and transform the finance industry together. Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and ... technology solutions for independent fee-based investment advisors (RIAs) is seeking...their business efforts. The ideal candidate will handle complex client relationships with large advisors as you actively pursue… more
- Deloitte (Los Angeles, CA)
- …to day interactions with executive clients and sponsors + Delivery: Gain trusted advisor status with customers and client prospects by understanding their ... Workday Adaptive Planning - Manager The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials… more
- EPAM Systems (San Francisco, CA)
- …model by implementing AI-first strategies while leading multiple strategic client accounts. You'll architect next-generation managed services that integrate DevOps, ... AI-powered software Engineering Services provider. You'll serve as a trusted advisor to clients, designing future-ready service landscapes that leverage GenAI,… more
- HSBC (Beverly Hills, CA)
- …Vice President Technology Sector Relationship Manager serves as the go-to advisor for acquiring, retaining and growing Mid Cap customer relationships in ... the sector/key sector trends as well as knowledge of products/ solutions offered to technology companies. Every day, you'll build...International Bank + Act as a strategic and trusted advisor to Technology sector clients at the headquarters level… more
- Deloitte (Los Angeles, CA)
- …+ Delivery: Manage and deliver components of SAP or indirect tax engine client engagements and teams. + Solutions : Identify, design and implement technology ... organization. You will deliver services for companies that are implementing tax solutions related to enterprise resource planning (ERP) systems and tax applications.… more
- Deloitte (San Diego, CA)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more