- University of Southern California (Los Angeles, CA)
- … Management Assistants. * Makes appropriate referrals to Physician Advisor , communicating accurate clinical information. * Participates in InterQual competency ... to members of the health care team in the management of specific patient populations. The RN case manager...a consultant to the health care team to identify financial issues that may affect care. * Participates in… more
- CBRE (San Francisco, CA)
- …within a dynamic portfolio. This position is part of the Meta account Asset Management team, which focuses on optimizing financial outcomes through tenant ... acumen, and the ability to influence cross-functional teams. The Meta Asset Management Analyst serves as a trusted advisor , delivering actionable insights and… more
- Edward Jones (Bakersfield, CA)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...and team + Attention to detail, organization, and time management **Key responsibilities:** + Deepening relationships with existing clients… more
- JPMorgan Chase (Lafayette, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Management , you will be tasked with delivering exceptional client...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Bank of America (Palo Alto, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Bank of America (Irvine, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Banc of California (Beverly Hills, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- ServiceNow, Inc. (Santa Clara, CA)
- …and approving new initiatives, and maintain the overall portfolio roadmap. * Financial and resource management - Oversee capital planning, budget allocation, ... and obstacles that could impact strategic initiatives. * Stakeholder management - Act as a strategic advisor ...the PMO's vision. * Experience with capital planning, budget management , and financial reviews for large-scale initiatives.… more
- Deloitte (San Diego, CA)
- …Agent + PMP (Project Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI ... also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax...in a US jurisdiction + Experience in legal entity management , preferably in the context of the financial… more
- Hyundai Autoever America (Irvine, CA)
- …into clear programs, timelines, milestones, and measurable outcomes. + Budget & Financial Management + Lead budget planning, forecasting, tracking, and ... of automotive innovation. What You Will Be Doing The Security Strategy and Risk Management Head of Department is a senior leadership role accountable for driving the… more