- 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
- 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 (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
- Citigroup (Los Angeles, CA)
- …also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is ... + Collaborate with firm leadership on bespoke planning and investment strategies + Serve as a guide and mentor...with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus Benefits & Perks: +… more
- 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 (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
- Wells Fargo (Palo Alto, CA)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such...as critical to the success of our customers and company . They are accountable for execution of all applicable… more