- Grant Thornton (Los Angeles, CA)
- …+ Consult, work with, and service client to make recommendations on business and process improvement and serve as a business advisor to client + Other duties as ... assigned You have the following technical skills and qualifications: + Bachelor's degree in Accounting + Minimum six years of progressive tax compliance and/or tax consulting + Active CPA license, JD with active law license in good standing, or Certified… more
- Edward Jones (Mountain View, CA)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...can also expect ** + A culture of continuous improvement and professional development reflecting a respect for individuals… more
- Edward Jones (Albany, CA)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...can also expect ** + A culture of continuous improvement and professional development reflecting a respect for individuals… more
- PagerDuty (San Francisco, CA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... leaders (Success Managers and Directors) who embody our values, establish trusted advisor relationships and focus on making every customer successful. + Instill… more
- EPAM Systems (Los Angeles, CA)
- …You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds like ... strategies and client solutions + Act as a strategic advisor and client partner to CISOs and technical leaders,...and high-performing organization + Build a culture of continuous improvement , technical excellence, and innovation within the team +… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory. * Works closely with other ... to large audiences. * Meets specific objectives related to in-person financial advisor interaction as communicated from management. * Maintains activity logs and/or… more
- Providence (Napa, CA)
- …of the Executive Director Quality - NorCal, the Director Quality Improvement will be responsible for planning, designing, directing, and executing performance ... improvement work in alignment with the Value Triple Aim...ensure comprehensive and accurate external data reporting. + **Strategic Advisor :** Provide strategic oversight for organizational performance and ensure… more
- Bank of America (Los Angeles, CA)
- …The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and ... 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration + Individuals… more
- Chick-fil-A (Irvine, CA)
- Overview The Business & Relationship Lead is a trusted, strategic advisor who fosters growth in the business by serving as the primary relationship owner between ... Lead will serve as a strategic business partner, building trusted advisor relationships and coaching Operators-including Priority Operators and Strategic Operator… more
- General Dynamics Information Technology (San Diego, CA)
- …experience **US Citizenship Required:** Yes **Job Description:** Training Specialist Advisor - **SSDS Tactical Action Officer/Air Defense Warfare Coordinator ... instruction and performance/scenario-based shipboard laboratory training. As a Training Specialist Advisor , the candidate would serve as a Senior Instructor to train… more