- Citigroup (Los Angeles, CA)
- …regarding financial matters. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Bring together ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...+ Apply an in-depth level of knowledge in key investment and financing products. **Qualifications:** + 15+ years of… more
- Bank of America (San Francisco, CA)
- …financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything ... and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more
- JPMorgan Chase (Los Angeles, CA)
- …individual will need to learn about the various products and platforms ( investment , insurance, charitable, educational) available to Private Client Advisors in order ... tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation. + Structure and present financial… more
- JPMorgan Chase (Irvine, CA)
- …create actionable objectives for relationship review meetings with clients + Work with Risk partners for certain elements of risk management including fraud ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Abbott (Temecula, CA)
- …which you dream. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... the R&D and marketing organizations as part of the risk management and design input systems. Develop Post Market...report at appropriate levels and by performing a Health Risk Analysis. + Communicates product performance by formal presentations… more
- Stantec (Redding, CA)
- …management best practices escalate and tracks pursuit success rate and Return on Investment rate on client-by-client basis - Leads growth of the BC through ... in key roles such as Independent Technical Reviewers, as required. - Oversee risk management related to projects and pursuits including review of contracts, fees,… more
- Sysco (Pleasant Grove, CA)
- …onset of work-related injury evaluation, through worker's compensation injury/ risk /claim management, disability and absence management, return-to-work evaluation and ... Plan, Emergency Response Plan, Business Continuity Plan, and disaster planning and risk communication. + Plan, develop and implement health and wellness (well-being)… more
- The Clorox Company (Oakland, CA)
- …of 3-year strategic plans and annual operating plans + Optimize marketing investment ROI and drive brand equity growth + Accelerate customer growth through ... big ideas/vision and details + Decisive and takes smart risk to advance the organization; raises the level of...organization; raises the level of innovative thinking and smart risk taking across the organization + Manages well in… more
- JPMorgan Chase (Walnut Creek, CA)
- …management; compliance with regulatory and compliance issues and updates; and risk management. Collaborate closely with cross-functional teams across and outside the ... organization to grow and manage the business, including technology, analytics, risk , marketing, legal, compliance, operations, service, sales, and third party… more
- Philadelphia Insurance Companies (San Diego County, CA)
- …underwrites and markets assigned products by providing high levels of risk assessment and technical underwriting expertise to determine underwriting acceptability. ... underwriting techniques necessary to make an accurate evaluation of acceptability of risk . May evaluate credit quality. + Prepares and participates in proposals to… more