- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time ... helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families...engaging attorneys, CPAs, and other centers of influence + Lead and mentor a service team to deliver exceptional… more
- SAP (San Ramon, CA)
- …benefits, and a team that wants you to grow and succeed. Global Sub-Solution Advisor CPQ / Subscription Billing SAP Finance & Quote to Cash **PURPOSE AND ... OBJECTIVES** The Global Sub-Solution Advisor CPQ / Subscription Billing SAP Finance & Quote...Digital Hub, Presales and CSM teams to create a holistic approach to meeting KPI goals including revenue &… more
- US Bank (Watsonville, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment...is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is… more
- Robert Half Finance & Accounting (Mountain View, CA)
- … lead client relationships, mentor entry-level team members, and deliver holistic financial planning in a collaborative, service-oriented environment. About ... planning across investments, estate, tax, and philanthropic goals. Key Responsibilities: + Lead client relationship management and strategic financial planning +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Industry: Financial Services / Wealth Management Are you a seasoned financial advisor who thrives on building deep, trusted relationships and delivering ... client relationships through regular communication and strategic planning + Lead and oversee the development of financial ...+ Make a meaningful impact in clients' lives through holistic financial planning + Grow professionally in… more
- Meta (Burlingame, CA)
- …and execute with speed, efficiency, and precision. As a Business Operations Lead , you will help support the product group's strategic priorities, outline data-driven ... resources, both within and across product portfolios, by providing a holistic understanding of our products, markets, and more. **Required Skills:** Business… more
- Amazon (Mountain View, CA)
- …three-year strategic plans to attain its broader business goals. As the GTM Strategy lead in North America (NAMER), you will lead the development and execution ... constraints. Key job responsibilities Key job responsibilities * Act as a strategic advisor to NAMER Sales leaders, leveraging data and analyses to develop business… more
- City National Bank (Los Angeles, CA)
- * Financial Operations Services Analyst - Leadership & Excellence Analyst Program (LEAP)* WHAT IS THE OPPORTUNITY? The Banking and Investment Services Leadership & ... also participate in forums and projects specifically designed for holistic growth and education across: 1. Leadership & Mentorship...* High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness,… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... the incident to occur, and develop a cohesive and holistic plan to enhance the customer's security posture. You...and security solutions and infrastructure + As a trusted advisor , guide Unit 42 customers through implementing standards and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …opportunity for an experienced advisor to manage high-net-worth relationships, deliver holistic financial planning, and contribute to the growth of a ... mission-driven team. Key Responsibilities Client Relationship Management + Act as lead advisor for high-net-worth clients + Provide personalized financial … more