- Robert Half Finance & Accounting (San Francisco, CA)
- …program, and hybrid work structure. + Equal opportunity employer and SEC-registered investment advisor . Excited about this opportunity? Apply today and send ... and families, offering a comprehensive suite of services including investment management, financial and retirement planning, lending strategy, and bespoke… 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
- 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 ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Northrop Grumman (San Diego, CA)
- …senior technical leader for the program engineering team, and also serves as technical advisor and delegate to the program manager . The chief engineer ensures ... product line and advocate for IRAD and tech development investment + Develop and maintain product value stream IRAD...+ Support ITAR/Export compliance and classification guidance as Technical Advisor (TA) (ITC role) for the product line +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and investment reviews. + Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance. + Collaborate with ... high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making… more
- BlackRock (San Francisco, CA)
- … investment processes including strategic and tactical asset allocation, manager selection and blending, risk budgeting across strategies and asset classes, ... 94105 Job Duties: Serve as an independent and credible advisor and value-add partner to senior investors and business...and Expertise in using Python, Tableau, data APIs and investment risk analytics platform. To apply, please click "Apply"… 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
- NTT America, Inc. (Sacramento, CA)
- …Us!** As an **SAP Senior Account Executive** (AE), you will act as the manager of your territory, enabling customers to unlock their potential by positioning our SAP ... drive sustainable growth, and demonstrate your ability to be a trusted advisor . + Gain in-depth knowledge of each customer's technology landscape, strategic goals,… more