- Charles Schwab (Sacramento, CA)
- …quo" and transform the finance industry together. DAFgiving360 (TM) is an independent nonprofit organization created to increase charitable giving in the US We ... Development function as an important tool or expanding key client and advisor relationships. + Collaborate with internal and external business partners, such as… more
- Advanced Automation Corporation (Mountain View, CA)
- …shall perform any combination of the following duties: A. Serve as a Technical Advisor in DIU solicitation activities only when a signed NDA is on file. This ... stakeholders. K. Leverage support from subject matter experts to perform independent reviews and detailed technical assessments of commercial technology and their… more
- Deloitte (Los Angeles, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... family offices, and closely-held business owners. We provide comprehensive, independent , and objective wealth transfer planning advice, and help clients… more
- BMO Financial Group (San Francisco, CA)
- …minimize risk. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and… more
- US Bank (Los Angeles, CA)
- …and individuals at US Bank to serve as a trusted legal and business advisor . Successful candidates for positions in the US Bank Law Division consistently provide ... they bring to the group. Meaningful collaboration, participation in the community, and investment in the development of the Law Division are all expected from… more
- Grant Thornton (Los Angeles, CA)
- …separation planning efforts to private equity and strategic buyers + Serve as an advisor to our clients in support of their strategic initiatives in a transaction ... to remediate as they relate to the client's proposed investment thesis + Ability to deliver our IT due...premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion… more
- JPMorgan Chase (Palo Alto, CA)
- …that end, you will need to learn about the various products and platforms ( investment , banking and lending) available to our advisors across JPMWM in order to ... as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive. **Job Responsibilities:** + Work with… more
- BMO Financial Group (San Ramon, CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... market competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to resolve strategic issues. + Develops the… more
- 24 Hour Fitness, INC. (San Francisco, CA)
- …years of sales experience * Internal candidates must have an average of $2500 in advisor fitness over the last three months and 5% personal POS fitness attach. * ... of Fitness Industry. * Strong customer service skills. * Independent , self-starter with strong organizational skills. * Ability to...Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. **Average of 30 hours or more per… 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 ... on June 29, 2024. The Covey tool has been reviewed by an independent auditor. Results of the audit may be viewed here: Covey (https://getcovey.com/nyc-local-law-144)… more