- Deloitte (Sacramento, CA)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- BlackRock (San Francisco, CA)
- …partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client - strong prioritization and resource allocation ... for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of investing in… more
- City National Bank (Los Angeles, CA)
- …as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * ... Oversees construction pipeline from initial client engagement through completion, including lien release waivers, issuance...and independence in their assignments. * Acts as an advisor to subordinates to meet deadlines or resolve technical… more
- AECOM (Los Angeles, CA)
- …to lead, pursue, develop, and execute major projects required to deliver client programs within established and agreed budgets and schedules, thereby expanding ... agencies in the City of LA. + Be a visible leader and trusted advisor to clients by promoting AECOM's values both internally and externally. + Demonstrated expertise… more
- Steer (Los Angeles, CA)
- …thrive. For a world in motion, complex challenges deserve powerful solutions , global intelligence and local partnership, technical expertise and independent advice. ... and implement strategies for market entry, brand positioning, and client acquisition. + Act as an internal champion for...industry partners. + Position the firm as a trusted advisor by contributing to thought leadership, presenting at conferences,… more
- Stantec (Sacramento, CA)
- …reviews done by the technical authority. - Builds and maintains strong client relations; able to understand and articulate project and design requirements, progress, ... discussions and mechanical workgroups with project stakeholders as their trusted advisor , identifies key requirements, and adapts design accordingly to meet the… more
- TEKsystems (San Dimas, CA)
- …* Partner with service, finance, sales, and legal teams to align on client retention and renewal efforts. * Recommend renewal and retention strategies based on ... to ensure timely completion of all required activities. * Serve as a trusted advisor on contract terms, risk assessment, and best practices in client … more
- TEKsystems (San Diego, CA)
- We are seeking a detail-oriented and client -focused Supervision Support Specialist for a wealth management client . This role serves as the first line of contact ... teams to resolve escalated issues and ensure a seamless advisor experience. + Maintain up-to-date knowledge of regulatory requirements...partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of… more
- Capital One (Los Angeles, CA)
- …increase the profitability of the bottom line. We aspire to become a trusted advisor , an informed teacher, and a concierge to guide and improve the confusing ... organized. You will be expected to disrupt prospects' thinking and deliver solutions that transform their businesses. **General Responsibilities:** + Use insight and… more
- Deloitte (San Jose, CA)
- …related to sustainability and and ESG, as well as implement client outreach strategies. Responsibilities will include: + Facilitating Federal C&I engagements ... benefit and eligibility requirements + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first mentality with… more
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