- Zions Bancorporation (Los Angeles, CA)
- …Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing ... , you will lead with insight and influence-serving as a strategic advisor to commercial clients while driving revenue growth through thoughtful, solution-based… more
- AbbVie (Irvine, CA)
- …presentations and/or primary inventor of patents. + Serve as a technical advisor and subject matter expert in his/her/their discipline. + May be required ... business development opportunities. SCIENTIFIC COMMUNICATION + Serves as a technical advisor and subject matter expert in his/her/their discipline to management and… more
- Deloitte (Sacramento, CA)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... you will: + Advise clients on the complex issues surrounding critical financial and economic events, and high-profile transactions + Identify opportunities for… more
- Electric Power Research Institute (Palo Alto, CA)
- …The Director will report to the General Counsel and oversee all financial , operational, compliance, and IT audit activities, including SOX requirements for nonprofit ... requirements, and best practices. The Director will serve as a key advisor to Executive Management and the Audit Committee, providing insights that enhance… more
- Bank of America (San Francisco, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- JPMorgan Chase (Palo Alto, CA)
- …suite to them? You have found the right team! As a Letter of Credit Product Advisor - Vice President within the Commercial Bank, you are client facing and will team ... transparency on the process + Act as a trusted advisor to your respective portfolio for any Letter of...working in or closely with front office Commercial Banking ** Preferred Qualifications, Capabilities and Skills** + Advanced skills with… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. WHAT WILL YOU DO? * Perform ... and risk. Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external… more
- EverBank (Westlake Village, CA)
- …relationship managers as important client service team member and serves as an advisor to the client's ongoing financial needs. **Minimum Qualifications** + 5+ ... sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such… more
- BMO Financial Group (San Francisco, CA)
- …Series 6, 63, Life and Health** Bilingual in English and Cantonese Language is preferred **_The mission of Premier Services is to help mass affluent clientele make ... real financial progress by understanding and planning for what comes...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Citigroup (Sunnyvale, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and financial … more