- 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
- Bank of America (San Jose, CA)
- …**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key ... gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift… more
- Deloitte (Sacramento, CA)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends on ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...contractually required policies and processes and with the Firm's internal policies. + Continue to collaborate with different functions… more
- Wells Fargo (Westlake Village, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... accounts and researches client and security information using internal databases and other technologies. + For proper maintenance and to meet firm and industry… more
- Bank of America (Newport Beach, CA)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- Bank of America (San Diego, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more
- Bank of America (Walnut Creek, CA)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Amazon (San Francisco, CA)
- …results by partnering with AWS customers, AWS field sales executives, and other internal stakeholders to empower our customers to evolve, address challenges, and to ... and global stakeholders (Service Teams, Finance, Legal, etc.) * Act as a trusted advisor in the development of the commercial strategy of deals with AWS Field Sales… more
- SMBC (Los Angeles, CA)
- …clients. This role involves prospecting new business opportunities and collaborating with internal partners to enhance client relationships. Acting as a "trusted ... advisor ," the Relationship Manager engages in executive-level client contacts...identifies ways to expand existing relationships in collaboration with internal partners. Identifies opportunities and partners to structure, coordinate… more