- Citigroup (Los Angeles, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- Umpqua Bank (Walnut Creek, CA)
- …company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on ... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado...equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein… more
- JPMorgan Chase (Los Angeles, CA)
- …a key contributor to our efforts across geographic region and across our national practice for assigned industry sectors. You will work with private business owners, ... extensive network and resources to position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise,… more
- Conagra (Oakdale, CA)
- …you'll do in this role: + **Strategic HR Partner** : Serve as a trusted advisor to leadership, offering daily HR guidance and coaching to drive team performance and ... + **Employee Relations Champion** : Support and implement employee relations strategies , ensuring compliance with EEO, AAP, collective bargaining, and diversity… more
- Deloitte (San Diego, CA)
- …variety of tax issues including tax compliance, business restructuring, exemption strategies , philanthropic and charitable giving planning, and tax controversy. + ... and motivation of the engagement team. The Team We have a large national team of dedicated experienced professionals committed to serving nonprofit organizations and… more
- Citigroup (San Francisco, CA)
- …and offers a wide range of products and solutions, including investment strategies , banking and lending, trust and specialized services.The Private Bank delivers ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Citigroup (San Francisco, CA)
- …and offers a wide range of products and solutions, including investment strategies , banking and lending, trust and specialized services.The Private Bank delivers ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Carrington (Anaheim, CA)
- …self-study, e[1]learning, blended learning). + Create and execute remote/distance learning strategies using online and distance delivery via collaboration tools such ... + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Anywhere Real Estate (San Jose, CA)
- …closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus. * High degree of ... title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more