- Charles Schwab (San Francisco, CA)
- …pivoting when necessary. + Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that is on message ... experience including people leadership, post-graduate degree and/or industry designation preferred . + 5 + years of financial services industry experience… more
- Lumen (Sacramento, CA)
- …the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes. + Develop and manage performance ... risks, and drive continuous improvement. + Serve as a trusted advisor to senior leadership, providing insights, recommendations, and visibility into strategic… more
- Applied Materials (Santa Clara, CA)
- …+ Highlight risks and opportunities at planning cycles. + Be and advisor to drive operational efficiency and cost optimization and effectiveness. + Monitor ... objectives. + Conduct ad-hoc analysis to support business needs such as investment needs or competitive benchmarking. + Identify and implement process improvements… more
- Deloitte (Los Angeles, CA)
- …& Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are ... tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and tax strategies + Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or ... the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office… more
- LinkedIn (San Francisco, CA)
- …a solid understanding of the industry, collaborate internally, be a strategic advisor to your clients, and consistently deliver against your sales targets. ... listening and thoughtful discovery to uncover customer's buying motivators, decision criteria, investment propensity and who's who in the buyer's circle + Gain… more
- JPMorgan Chase (El Segundo, CA)
- …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives… more
- CBRE (Los Angeles, CA)
- …all client-facing meetings, and contract negotiations. Acts as a thought partner and advisor to the business lines in their own specific marketing and business ... and manage relationships with key stakeholders. These include business leaders, investment partners, and potential customers. + Partner with clients to gain… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification +… more
- Deloitte (Los Angeles, CA)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred : + Advanced degree such ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more