- Philadelphia Insurance Companies (Pasadena, CA)
- …to meet or exceed designated metrics. + Works with Territory Talent Advisor to solicit talent from various resources, interviews, hires, trains and coaches ... Paid Vacation, Medical Benefits, Educational Incentives, Family Friendly Benefits and Investment Incentives can be found at https://www.phly.com/Careers/default.aspx REQNUMBER:… more
- DataVisor (Mountain View, CA)
- …a portfolio of client relationships and establish yourself as a trusted technical advisor and solution partner for the key leaders within the customer's fraud and ... of our platform to ensure they extract the maximum value from their investment . You will engage in broad ranging topics from assessing/debugging platform performance… more
- Confluent (Sacramento, CA)
- …a Federal Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this ... can best achieve their business goals and value-based outcomes via their Confluent investment . In this role, you will have the opportunity to build broad experience… more
- Deloitte (Los Angeles, CA)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Deloitte (San Diego, CA)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- JPMorgan Chase (San Francisco, CA)
- …when engaging with clients, which involves familiarizing yourself with the various investment , banking, and lending products and platforms available to our advisors ... 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation (restricted… more
- PCI Pharma Services (San Diego, CA)
- …Bridge to thousands of biopharma companies and their patients. **We are PCI.** Our investment is in People who make an impact, drive progress and create a better ... workplace culture that supports long-term success. The Senior Specialist / Advisor plays an essential role in driving operational effectiveness and fostering… more
- DataVisor (Mountain View, CA)
- …+ Act as the primary point of contact and trusted advisor for assigned enterprise customers, ensuring successful onboarding, adoption, and long-term ... on best practices in fraud/AML strategies and platform usage to maximize return on investment + Represent the voice of the customer internally and the voice of our… more
- JPMorgan Chase (Palo Alto, CA)
- …of influence in a complex target client company + Serve as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Rubrik (Palo Alto, CA)
- …revenue. + **Advise executive leadership:** Serve as a trusted strategic advisor to Partner and Marketing Leadership through compelling executive presentations, ... optimize:** Develop feedback loops and refinement processes that improve investment efficiency, program performance, and partner experience over time. **What… more