• Financial Analyst 2

    Intuit (Mountain View, CA)
    …financial and operational leadership. The individual will also be a trusted advisor to the Expert Network leadership team, influencing strategic decisions on ... tenure from related positions in corporate finance, consulting, or investment banking + Advanced Proficiency in Microsoft Excel to...the following: + **Strategic planning** : Be a trusted advisor to the leadership team to develop and refine… more
    Intuit (08/08/25)
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  • Portfolio Analyst

    City National Bank (Beverly Hills, CA)
    …letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires* Act as the ... to ad hoc client requests, and manage client and advisor phone calls in the course of providing the...years of experience in finance related role, preferably in investment management and services and professional team environment (relevant… more
    City National Bank (08/07/25)
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  • Client Associate

    Wells Fargo (Beverly Hills, CA)
    **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as… more
    Wells Fargo (08/20/25)
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  • Wealth Management Client Associate

    Bank of America (Santa Barbara, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/28/25)
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  • Registered Private Wealth Client Associate (FP)

    Bank of America (San Francisco, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/14/25)
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  • Citi Wealth at Work / Law Firm Group - Banker…

    Citigroup (Los Angeles, CA)
    …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
    Citigroup (07/15/25)
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  • Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and ... a select group of clients, acting as a trusted advisor and strategic partner. You'll lead service delivery, mentor...resource within the Client Service team + Partner with investment teams on portfolio construction and cash deployment strategies… more
    Robert Half Finance & Accounting (08/21/25)
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  • Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office ... Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select...resource within the Client Service team. + Partner with investment teams on portfolio creation and cash deployment strategies.… more
    Robert Half Finance & Accounting (08/20/25)
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  • Staff Chief Engineer

    Northrop Grumman (San Diego, CA)
    …technical leader for the program engineering team, and also serves as technical advisor and delegate to the program manager. The chief engineer ensures that all ... product line and advocate for IRAD and tech development investment + Develop and maintain product value stream IRAD...+ Support ITAR/Export compliance and classification guidance as Technical Advisor (TA) (ITC role) for the product line +… more
    Northrop Grumman (08/24/25)
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  • Senior Director, Enterprise Customer Success…

    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 ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
    PagerDuty (08/20/25)
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