- ADP (Woodland Hills, CA)
- ADP is hiring a **Sales Executive ** . + **_Are you ready to grow your career and lead a team at an established, respected, global company?_** + **_Are you ready for ... read on and see for yourself! As a **Sales Executive ** , you'll lead a team of field-based Sales...integrity and deliver on promises every time. + **Expert Planner ** . You manage your time well, prioritize deliverables,… more
- ENFRA (San Francisco, CA)
- …are the pillars of our continued success. **Overview** The Project Executive for Integrated Solutions Delivery is responsible for Contract execution, Client ... performance and client expectations. + Experience with pull planning and Last Planner System. + Proficient computer skills in Microsoft Office Suite, project… more
- JPMorgan Chase (San Diego County, CA)
- …acts as the day-to-day manager of the client's investment assets + A Financial Planner for certain clients + An Insurance Specialist for certain clients + A Trust ... Officer in instances where we deliver trust services to the client **Job Responsibilities** + Collaborate with bankers to identify and prioritize prospects for private wealth management services. + Establish credibility and build confidence as a trusted Client… more
- Umpqua Bank (Sacramento, CA)
- …or AIF, required. + 5+ years of experience as an investment executive , financial advisor, certified financial planner , investment advisor Representative, or ... wealth manager. + Strong marketing and business development skills, keeping the best interest of the client in mind. + Ability to develop and maintain rapport via phone, webinar, and in person. + Strong product knowledge and problem-solving skills. + Excellent… more
- Deloitte (San Jose, CA)
- …Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's ... (eg, Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planner , Hedge Management and Accounting, SWIFT Integration, BCM, or integration… more
- Deloitte (San Diego, CA)
- …Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's ... (eg, Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planner , Hedge Management and Accounting, SWIFT Integration, BCM, and integration… more
- Deloitte (Los Angeles, CA)
- …delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD,… more
- Deloitte (San Jose, CA)
- …delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Publicis Groupe (El Segundo, CA)
- …razorfish.com. **Overview** A Program Manager at Razorfish is equal parts planner , problem solver, strategic thinker, client relationship builder, and team leader. ... + Client management experience with primary accountability for peer-level, executive client relationships across marketing & technology departments; experience… more
- Southern California Edison (Rosemead, CA)
- …a seasoned communicator who is not only an expert writer but also a strategic planner with the agility to navigate complex and evolving issues. You'll be expected to ... across multiple platforms (eg, intranet, websites, social media, email and executive messaging). + Experience working in complex, fast-paced environments and across… more