- ServiceNow, Inc. (Santa Clara, CA)
- …impact on the function or industry. + 5+ years of experience in the financial services industry with proven success in guiding strategy, operations and day ... pursue our purpose to make the world work better for everyone. The Financial Services Insurance Strategist is a role that operates together with ServiceNow's… more
- Kyndryl (Sacramento, CA)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... capabilities to build strong client relationships, and leading your team to success . This role demands a strong presence, industry expertise, and the ability… more
- Akumin (Irvine, CA)
- …region Vice President, Finance and Senior Vice President of Operations, serve as a financial advisor to provide operational financial analysis and planning ... The **Senior Financial Analyst** **provides** analytical support in preparing regional...data, draw conclusions. + Strong project management skills. Demonstrated success /ability to manage different aspects of a project, prioritize… more
- Intuit (Mountain View, CA)
- **Overview** The Intuit Customer Success (ICS) ecosystem takes a platform approach to connect people to expertise and serve customers along a spectrum of preference. ... operational execution. We work in a highly collaborative environment, providing financial partnership through planning, insights, and KPI accountability across all… more
- JPMorgan Chase (Irvine, CA)
- …You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow ... work in unison with one or more Home Lending Advisor (s) to create an outstanding customer experience for home...relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the… more
- Wells Fargo (Woodland Hills, CA)
- …The ideal candidate will be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence advisor behavior ... outcomes. The Market Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client...Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo… more
- Edward Jones (Westlake Village, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...client support team, and we credit much of our success to their unique experiences and professional backgrounds. We… more
- Wells Fargo (San Francisco, CA)
- …this role, the goal is to develop and maintain a strong pipeline of financial advisor candidates and to provide insight on industry trends, competitive ... well as developing excellent partnerships with management to increase Financial Advisor affiliations to FiNet. + Lead...which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable… more
- JPMorgan Chase (San Francisco, CA)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- Wells Fargo (Fresno, CA)
- …role you will:** + Answer phones and greet and direct visitors + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more