- BMO Financial Group (Modesto, CA)
- …**_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO Senior ... partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- BMO Financial Group (San Francisco, CA)
- …as appropriate. + Ensure compliance with Bank Policies and Standards regarding financial models. + Participate in the quantitative development and periodic review of ... strategies, customer behavior models, performance measurement, etc.) + Monitors the financial market environment and model performance impacts. + Ensures compliance… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …fast-paced, high-accountability teams + Proficiency with Microsoft Office; familiarity with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is ... a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is… more
- Applied Materials (Santa Clara, CA)
- …Coordinate the financial integration of acquired companies, including financial systems consolidation, accounting adjustments, and transition to Applied ... with Corporate Development and the Business to ensure that financial risks and opportunities are identified during the ...and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and… more
- Abbott (Alameda, CA)
- …highly skilled and experienced leader with deep knowledge of healthcare data systems , analytics platforms, and the healthcare industry's unique challenges. You will ... solutions that leverage data to drive impactful outcomes A steady and trusted advisor , partnering closely with senior business leaders, you and your team are change… more
- BMO Financial Group (Los Angeles, CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... + Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. +… more
- Kyndryl (Sacramento, CA)
- …We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We ... Business and IT customer solutions, transformations that impact across the entire customer Eco- system . As a Consult Partner, you will have a pivotal role in driving… more
- Zoom (San Jose, CA)
- …Delivery. This role will lead the end-to-end delivery of enterprise-grade Go-To-Market systems that power revenue growth across Sales, Channel, and Customer Success ... Sales, Channel, and Customer Success teams through scalable, data-driven Go-To-Market systems . Leveraging Salesforce, CPQ, partner ecosystems, and emerging AI, we… more
- SanDisk (Milpitas, CA)
- …importance + A proven track record of process improvement and experience with financial systems and process change initiatives SKILLS: + Strong communication and ... will be comfortable with ambiguity, and adept at communicating complex financial information to senior executives. You must possess strong leadership qualities,… more
- The Walt Disney Company (Santa Monica, CA)
- …data is used effectively throughout the business, and become a trusted advisor . + Proactively identify gaps in knowledge, opportunities for optimizations, and make ... resource and organizational challenges. + Establish measurement frameworks and benchmarking systems to assess the effectiveness and impact of brand, originals,… more