- City National Bank (Los Angeles, CA)
- …that financial plans are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships ... Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset… more
- BlackRock (San Francisco, CA)
- …+ CFP, CAIA, CIMA or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services background with knowledge of investment trends ... ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
- American Express (Los Angeles, CA)
- …manageable success plans with the partner + Execute proactive and predictive account management + Be a restaurant-facing trusted advisor + Nurture advocacy with ... driving product adoption & engagement, developing advocacy, and becoming a trusted advisor . Nurturing the key restaurant partners that we have in these cities… more
- JPMorgan Chase (Palo Alto, CA)
- …financial bottom-line, or other). + Expertise in change management methodologies, with experience designing and executing enterprise-wide transformation programs. ... leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a… more
- CBRE (Fremont, CA)
- …act as a trusted advisor to the business leaders. Review the portfolio's financial life to help clients identify what future goals should be. Create and manage ... Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft… more
- Oracle (Sacramento, CA)
- …of their time with the client, at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a ... requires a combination of skills: 1. strong leadership and management skills 2. outstanding communication and customer relationship ...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Synectic Solutions Inc (Camarillo, CA)
- …right candidate we will consider remote or hybrid work schedule. You will provide financial management for the company's portfolio of Navy contracts that conform ... for this role will serve as a business and financial advisor to the CEO. You will...organization, providing relevant insight to the business unit and financial management . In addition, you will help… more
- Huron Consulting Group (San Francisco, CA)
- …public accounting or audit-related consulting + Deep financial modeling, financial statement analysis, and data management experience, and ability to ... and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is… more
- BMO Financial Group (Orinda, 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
- Deloitte (San Francisco, CA)
- …communication, stakeholder management , and project leadership skills + Experience in financial reporting and SEC requirements of IPOs The wage range for this ... You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. + As… more