- BMO Financial Group (Los Angeles, CA)
- …timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and… more
- Genentech (South San Francisco, CA)
- …Chief of Staff to the Data Science and Data Product VPs and trusted advisor to both leadership teams (LT), translating strategic vision into actionable priorities. + ... resource allocation, and performance tracking, ensuring consistency and transparency in investment decisions and reporting. + Champion the integration of EveryDay AI… more
- Columbia Bank (Walnut Creek, CA)
- …+ Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is… more
- Western Digital (San Jose, CA)
- …the highest level. **Business Leadership & Operational Oversight** + Serve as a key advisor and business partner to the CSO, acting as an extension of executive ... evolve operational frameworks for performance tracking, business reviews, and investment prioritization across corporate development and product strategy. + Drive… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more
- City National Bank (Irvine, CA)
- …market presence by developing referral relationships with ESOP advisors, trustees, investment bankers, legal counsel, and valuation experts. * Internal Collaboration ... structuring guidance, and ESOP education. * Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term… more
- Abbott (Los Angeles, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... + **Customer Relationship & Retention:** Serve as a trusted advisor to established customers, fostering loyalty and achieving retention...field service, or within a technical call center. + Financial Acumen - good understanding and analysis of … more
- Fannie Mae (San Francisco, CA)
- …negotiating and closing complex commercial real estate finance and investment transactions. * Experience representing investors, developers, or syndicators in ... with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * In-house legal department experience, including… more
- LinkedIn (San Francisco, CA)
- …We are looking for an Account Director to join our team as a trusted advisor and partner to our customers in the Staffing/Recruitment industry. You will help them ... understand the financial value of our solutions, work with them to...commercial agreements + Uses data and insights to support investment recommendations or overcome customer objections + Proactively mitigates… more
- CoStar Realty Information, Inc. (Los Angeles, CA)
- …on product frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities. Day to day, ... build relationships with clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing plan. + **Business… more