- Bank of America (Los Angeles, 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 (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
- 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
- DoorDash (San Francisco, CA)
- …around productivity, ramp, and sales ROI to guide headcount strategy, territory allocation, and investment tradeoffs + Act as a strategic advisor to Sales and ... For salaried roles: flexible paid time off/vacation, plus 80 hours of paid sick time per year. + For...vacation accrued at about 1 hour for every 25.97 hours worked (eg about 6.7 hours /month if… more
- Stantec (Los Angeles, CA)
- …in the region. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. - Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. -… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered ... Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach...Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars. +… more
- Bank of America (Newport Beach, CA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- Robert Half Legal (San Diego, CA)
- …supportive, non-law firm culture. Counsel Responsibilities: + Serve as day-to-day legal advisor to the broker-dealer and investment advisory platforms, focusing ... business units on a wide range of broker-dealer and investment advisory compliance issues. The firm has a reputation...a true lifestyle attorney role-100% remote, capped at 40 hours per week, with sophisticated legal work in a… more
- Takeda Pharmaceuticals (Thousand Oaks, CA)
- …About the role: As the Site Finance Head, you will act as a trusted advisor and key member of the Site Leadership Team, responsible for leading all financial ... activities including business partnering, planning, forecasting, investment decision support, and ensuring fiduciary and statutory compliance...eligible to receive, per calendar year, up to 80 hours of sick time, and new hires are eligible… more