- Wellington (San Francisco, CA)
- …sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer ... or she will travel extensively to meet with Mid-West financial advisors and will also participate in national and...independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our… more
- Sodexo (Laguna Woods, CA)
- …offering high quality service to the residents. + be responsible for full financial oversight of the account, including budgeting and reporting. + provide technical ... integrate fully within our client's organization becoming a trusted adviser with a customer service focus. + work to...service focus. + work to achieve company and client financial targets and goals. + ensure compliance to food… more
- Autodesk (San Francisco, CA)
- …**e** is responsible for expanding new businesses in key accounts to meet/exceed financial and business objectives. This job is assigned a sales quota and ... focus/importance on "C" and enterprise-level negotiations + **Be a Trusted Adviser ** for customers and identify win/win situations **Minimum Qualifications** +… more
- Grant Thornton (Newport Beach, CA)
- …and test IT controls and identify areas of risk and providing support to financial statement audits + Identifying market trends in order to be a proactive problem ... solver and sought-after adviser to clients and colleagues + Listening and communicating...services with exposure to Information Technology General Controls for financial statement audits; an understanding of generally accepted practices… more
- Grant Thornton (San Jose, CA)
- …your technical and leadership skills to plan and lead the completion of financial statement audits. You'll apply your experience to help engagement teams solve ... + Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits + Consistently listening and communicating with clients… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... immediate consideration. Requirements + 3+ years at a Registered Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑high‑net‑worth… more
- Wellington (San Francisco, CA)
- …candidate will also have the following qualifications: + Deep understanding of financial markets and asset management industry. + Proven aptitude for sales, paired ... of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets… more
- Deloitte (Costa Mesa, CA)
- …You will work directly with clients, building a relationship as a trusted tax adviser - the "go-to" tax professional. You will collaborate daily as part of ... knowledge and experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their business practices and… more
- NetApp (San Jose, CA)
- …alignment across our NetApp Global Brand Sponsorship portfolio. Act as an adviser across business strategy, global sales coordination and pipeline management across ... offer educational assistance, legal services, and access to discounts. Finally, we provide financial savings programs to help you plan for your future. If you want… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... our partners, customers, and our internal employees. You will be a strategic adviser to the business, driving valuable insight, guidance and feedback back into Palo… more