- Meta (Menlo Park, CA)
- …You'll engage daily with executive business leaders, and act as both a financial business partner and strategic advisor to the leadership team.You should ... prioritize, and execute as effectively as possible. We are financial advisers to our business partners, helping...related to budget management 5. Perform strategic and/or ad-hoc business analysis as required 6. Champion independent … more
- BlackRock (San Francisco, CA)
- …is to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. **Role ... manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from...+ Develop deep relationships across all aspects of an advisor 's business + Deliver fiduciary and investment… more
- AbbVie (Irvine, CA)
- …internal requirements include compliance with ethics, environmental health and safety, financial , human resources, and general business policies, requirements ... presentations and/or primary inventor of patents. + Serve as a technical advisor and subject matter expert in his/her/their discipline. + May be required… more
- Stryker (San Francisco, CA)
- …deal creation process across a portfolio of businesses, in alignment with business unit and Customer Solutions' partners. The Key Account Executive builds ... relationships with supply chain leaders and financial decision makers, effectively leads and influences across divisions,...through collaboration with internal and external customers. + Trusted advisor that uses data to align customer needs with… more
- BMO Financial Group (San Francisco, CA)
- …addressing client concerns and escalations, as required. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to ... leads the execution of strategic initiatives to deliver on business and financial goals. + Recommends ...requirements and develops roadmap for strategic execution. + Conducts independent analysis and assessment to resolve strategic issues. +… more
- Charles Schwab (Sacramento, CA)
- …the status quo " and transform the finance industry together. Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and ... technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative,...our continued investment as a strategic partner in their business is unparalleled. Your experience and commitment will allow… more
- JPMorgan Chase (San Francisco, CA)
- …CFP + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- JPMorgan Chase (Palo Alto, CA)
- …CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- BMO Financial Group (Sacramento, CA)
- …to ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business /group. + Influences and negotiates to achieve business ... and implements solutions based on analysis of issues and implications for the business . + Conducts independent analysis and assessment to resolve strategic… more
- Northrop Grumman (El Segundo, CA)
- …contractual risks and mitigate with appropriate contract provisions + Serve as key business advisor to the program managers on contractual and operational ... working with Government agencies within the Intelligence Community (IC) **_About Business Management:_** _Integrates sector financial / business strategies,… more