- 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
- BlackRock (San Francisco, CA)
- …ETF or mutual fund sales + Strong financial services background with knowledge of investment trends and advisor practices + Solid understanding of fixed income, ... Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a… more
- Charles Schwab (Sacramento, CA)
- …practice management, compliance, competition, and fee structures. + In-depth knowledge of Advisor Services products, operating system, and services preferred or ... the status quo " and transform the finance industry together. Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and… more
- BlackRock (San Francisco, CA)
- …in asset management sales + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... breadth of BlackRock's solutions (ETF, Mutual Funds, SMA, Alternatives, Models). Advisor education on BlackRock's robust digital platform providing them on demand… more
- Citigroup (Los Angeles, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- US Bank (Walnut Creek, CA)
- …initiatives. **Basic Qualifications** - High school diploma or equivalent (Bachelor's degree preferred ) - Five or more years of investment industry experience ... Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to… more
- Oracle (Sacramento, CA)
- …with the client, at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. ... The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and...Process Cloud, Mobile Cloud, Document Cloud, Messaging Cloud is preferred 13. Sound Understanding of Business Processes and capabilities… more
- Oracle (Sacramento, CA)
- …problem-solving and executive communication skills to achieve trusted advisor status. Successful candidates are self-directed, consultative professionals with ... processes is essential; Oracle NetSuite platform experience is strongly preferred . Experience may include work in implementation, customer success management,… more
- Meta (Menlo Park, CA)
- …supporting our capacity and infrastructure allocation processes, and directly supporting investment in Threads (one of the fastest growing consumer apps, ever).A ... in our platforms, have experience working with business leaders on ROI and investment decisions, and demonstrate a bias for action. Our promise: you will gain… more
- Stantec (Pasadena, 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