- 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 ... domains. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen...tools in assessments is a plus + Public speaking, training , and enablement experience is strongly preferred + 10+… more
- SHI (Sacramento, CA)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... cultivate new business, expand existing accounts, and position SHI as a trusted Cisco advisor . Candidates must reside in the Los Angeles, CA, or San Francisco, CA… 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 ... SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture… more
- City National Bank (Irvine, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. * Capture holistic view… more
- BMO Financial Group (Los Angeles, CA)
- …identifies gaps, issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Helps determine business priorities and best sequence for execution of… more
- Deloitte (Los Angeles, CA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for… 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
- Deloitte (San Francisco, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- US Bank (Glendale, CA)
- …of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for… more
- BMO Financial Group (San Ramon, CA)
- …supports their development, and manages poor performance. + Acts as a trusted advisor to assigned business/group. + Provides structural market risk advice on funds ... strategies, customer behaviour models, performance measurement, etc. + Monitors the financial market environment and model performance impacts for optimal execution… more
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