- JPMorgan Chase (San Jose, CA)
- …problem-resolution and decision-making skills. + Ability to understand new investment products, Advisor /Banker compensation plans, and firm-wide policies ... span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire… more
- Google (Mountain View, CA)
- …and regional leaders. + Experience in managing grant portfolios/budgets with end-to-end investment accountability. **About the job** In this role, you will act as ... You will act as operationally-minded leader with end-to-end experience in investment and grant portfolio management. You will excel at driving cross-structure… more
- JPMorgan Chase (San Francisco, CA)
- The Global Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage...generate key insights and identifies new opportunities + Prioritize investment spend to grow the franchise globally + Create… more
- PagerDuty (San Francisco, CA)
- …strategic, hands-on leader will have demonstrated a track record in a modern SaaS company by hiring and developing experienced team members, in creating a culture of ... 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… more
- Guardian Life (Sacramento, CA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Guided by our company Purpose of "Inspiring well-being for our colleagues,...Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,… more
- CBRE (San Francisco, CA)
- … headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 ... teams. The Meta Asset Management Analyst serves as a trusted advisor , delivering actionable insights and solutions that support client objectives and… more
- Intuit (Mountain View, CA)
- …In this role, you will be a senior program leader and trusted advisor , responsible for shaping how SBG PD sets priorities, allocates resources, and executes ... deliver data-driven insights that enable quick and informed decision-making, and ensure investment choices maximize impact for customers, employees, and Intuit as a… 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, results-driven individual to serve as a Relationship Manager. Our… more
- Oracle (Sacramento, CA)
- …Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation ... is one of the fastest growing businesses for the company . In OCI Finance, members of the Workload Health...In this role you will be a key business advisor to the product and engineering organization with end-to-end… more
- Oracle (Sacramento, CA)
- …Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation ... is one of the fasting growing businesses for the company . In OCI Finance, members of the Workload Health...In this role you will be a key business advisor to the product and engineering organization with end-to-end… more