- Columbia Bank (San Diego, CA)
- …relevant and effective in an ever-evolving industry. This individual will also lead within the organization as a top-line professional, establishing and sharing best ... of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or wealth manager. + Strong marketing… more
- Cypress Creek Renewables (Ceres, CA)
- …in the US. The Role CCR seeks a talented Grid Integration Engineer to lead technical work to analyze transmission systems throughout the United States to identify ... discipline. + 3-5 years of transmission planning experience as a utility planner or consultant. + Prior experience working with multiple ISOs and utilities… more
- NVIDIA (Santa Clara, CA)
- …teams and manage transition planning based on supply availability. + Lead continuous improvement efforts including data analytics, process improvements, and ... Willing to roll up your sleeves and do detailed work, sometimes without planner involvement + Excels working in ambiguity - organizational, situational, in system… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …client strategy, and contributing to firm-wide initiatives. Key Responsibilities + Lead client relationship management and deliver advanced planning strategies. + ... + Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) (CFP(R)) required. + Series 65 or equivalent strongly preferred. + 8+… more
- C&W Services (Hesperia, CA)
- …Management Program is carried out. + **Leadership and Direction:** Manage the Planner /Schedulers for the Fulfillment Center and facilitate in ensuring the timely ... all Predictive and Precision Maintenance tools available, to engineer out deficiencies. + ** Lead Root Cause Analysis** : Perform Root Cause Analysis and develop and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …advisors, sharing best practices and fostering professional development. + Lead firm-wide initiatives to enhance client experience and operational efficiency. ... management, or investment advisory. Certifications & Licensing + Certified Financial Planner (TM) (CFP(R)) designation required. + Series 65 or equivalent licensing… more
- Wells Fargo (Pasadena, CA)
- …levels of professionals including managers + Interact directly with external customers + Lead team to achieve objectives + Manage allocation of people and financial ... experience **Desired Qualifications:** + Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust and Fiduciary Advisory (CTFA) +… more
- Providence (Tarzana, CA)
- …accurate reflection of our services in financial statements. + **Strategic Planner :** Engage in budget and strategic financial planning processes, conducting ... economic insights to drive better management decisions. + **Project Leader:** Lead special projects, participate in management meetings, and contribute to… more
- JPMorgan Chase (San Francisco, CA)
- …+ Existing wealth clients When working with bankers you will serve as the lead wealth partner. You will help identify the banker's best wealth management prospects, ... acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for certain clients * a Trust… more
- BrightView (Tracy, CA)
- …3. Forecasting and Labor Management + Manage and execute weekly and monthly labor planner as directed by BM. + Monitor expenses and allocate resources efficiently. + ... + Implement processes to improve customer experience. 8. Project Management + Lead or contribute to operational projects aimed at improving the business. +… more