- Bank of America (San Diego, CA)
- …industry regulations, and policies and procedures + Driving business growth byleading the service delivery model and wealth management banking strategy for their ... + Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching… more
- CBRE (El Segundo, CA)
- Client Services Specialist Job ID 230239 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) El ... of the Sales Operations function. They are responsible for sales planning, strategy , and forecasting to achieve business objectives. **What You'll Do:** + Gather… more
- Deloitte (Costa Mesa, CA)
- …deep knowledge and decades of experience offering services ranging from M&A strategy to financial , operational, IT and commercial due diligence and value ... moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost… more
- CBRE (Sacramento, CA)
- …estate clients to support the growth and delivery of our advisory services in Workplace and Portfolio Strategy , Occupancy Planning, and Change Management. ... of the Client Consulting function. They are responsible for Advisory services in relation to real estate...the business's strategic direction. + Supply expert commercial and financial knowledge during business strategy development and… more
- Ankura (Los Angeles, CA)
- …company advisory services : + In-court and out-of-court restructuring advisory + Liquidity management + Financial modeling and forecasting + Operational ... business and the restructuring. Ankura's team provides strategic and financial advice to companies, boards, and investors. Our consultants...Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers … more
- Bank of America (Carlsbad, CA)
- …+ Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Bank of America (Newport Beach, CA)
- …industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- BlackRock (San Francisco, CA)
- …Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At December 31, ... **About this role** **Product Strategy | Fixed Income | Vice President /...other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to… more
- Ankura (Los Angeles, CA)
- …+ 2-3 years minimum experience in client facing consulting roles (investment banking, financial advisory , or consulting) + CPA (or technical/ GAAP accounting ... not required + 5-8 years of experience related to: Financial Planning & Analysis, Corporate Strategy , ...Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers … more
- IBM (San Jose, CA)
- …appropriate progress against those, and that we have the proper customer focused financial outcomes documented as a part of the proposal and selling document(s). * ... and professional expertise** * 4+ years of formal value consulting/management/ advisory experience * Comfortable building credibility and relationships with client… more