- SMBC (Los Angeles, CA)
- …with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship Manager engages in executive-level client contacts to assess ... exceeding $50 million. **PRINCIPAL DUTIES AND RESPONSIBILITIES:** Serves as the trusted advisor to clients, functions as the Middle Market client "expert" and the… more
- Atria Wealth Solutions (Dublin, CA)
- …understanding of general economic principles relating to all aspects of personal finance . + Demonstrate professionalism at all times with empathy and tact, and ... Credit Union's policies and procedures. Qualifications + Bachelors degree in in finance , business or related field required. + 5+ years related investment industry… more
- City National Bank (Beverly Hills, CA)
- …letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires* Act as the ... to ad hoc client requests, and manage client and advisor phone calls in the course of providing the...Degree or equivalent * 2 years of experience in finance related role, preferably in investment management and services… more
- KeyBank (Newport Beach, CA)
- …IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, ... actively deepening existing client relationships. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of… more
- Warner Bros. Discovery (Burbank, CA)
- …support WBD's evolving production technology landscape by: + Acts as a strategic advisor and liaison across Legal, Finance , Security, Global Content Operations, ... role would lead sourcing support for may include software for production finance / accounting activities, production and post production software and/or hardware for… more
- Robert Half Finance & Accounting (Fresno, CA)
- …support the organization's long-term goals. Responsibilities: * Serve as a financial advisor to the leadership team and Board of Directors, offering strategic ... directives from the Board. * Lead and mentor the finance and accounting team, fostering a culture of accountability...dedication to growth. Requirements * Bachelor's degree in Accounting, Finance , or a related field is required. * Minimum… more
- Robert Half Finance & Accounting (Tustin, CA)
- Description We are looking for an experienced and driven Finance Manager to lead our Financial Planning and Analysis (FP& A) function at the Home Office. This role ... of company-wide financial planning, reporting, and strategic support. As Finance Manager, you will oversee financial analysts, collaborate with cross-functional… more
- Cupertino Electric (San Jose, CA)
- …Because what we do here is important, but how we do it is everything. **THE FINANCE TEAM** Our projects may be complex, but our approach is simple: we build great ... things and we do it with great people. The Finance team at Cupertino Electric, Inc. (CEI) provides employees,...individual contributors (eg, technicians, designers, support personnel). Acts as advisor to unit or sub-units and may become actively… more
- Deloitte (San Jose, CA)
- Step into a role where you'll help shape the future of finance . As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, ... industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change.… more
- Deloitte (San Diego, CA)
- Step into a role where you'll help shape the future of finance . As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, ... industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change.… more