- Jobleads-US (Mountain View, CA)
- …open, positive, collaborative, and results-driven. Come join us! Position Overview: As a Senior Customer Success Manager (CSM), you will serve as a strategic partner ... Responsibilities: Act as the primary point of contact and trusted advisor for assigned enterprise customers, ensuring successful onboarding, adoption, and long-term… more
- Fannie Mae (San Francisco, CA)
- …investments through LIHTC proprietary funds. *THE IMPACT YOU WILL MAKE* The Senior Underwriter-LIHTC Proprietary Investments role will offer you the flexibility to ... low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration… more
- Jobleads-US (San Francisco, CA)
- …and productivity. Prepare cross‑brand financial reporting and analysis for senior leadership, highlighting performance trends and key business insights. Provide ... ad hoc analyses and presentations to senior leadership to support strategic decision‑making. Criteria 3-5 years...on all WSI brands A 401(k) plan and other investment opportunities Paid vacations, holidays, and time off to… more
- HP Inc. (Palo Alto, CA)
- …will support inorganic transactions across HP's Global Business Units acting as a trusted advisor , working closely with senior leaders to establish and drive M&A ... of acquisitions and divestitures. This high-impact role involves collaboration with senior leaders to drive M&A strategy and deal execution. **Responsibilities** :… more
- Fifth Third Bank, NA (El Segundo, CA)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD ... business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible...the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for risk by openly… more
- Sands Investment Group (Santa Monica, CA)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Columbia Bank (Los Angeles, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Citigroup (Beverly Hills, CA)
- The Investment Counselor Sr . Lead is a...+ Function as the primary client contact and trusted investment advisor for clients, including direct selling ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- Citigroup (Los Angeles, CA)
- …asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net ... Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and highly accomplished… more
