- Pacific Program Management (Los Angeles, CA)
- … advisor relationships. The role spans the full workplace planning lifecycle-from early discovery to strategic recommendations-leveraging data and insights to ... collection (surveys, observations, and interviews), development of space programs and planning scenarios, creation of written and visual narratives, and support for… more
- JPMorgan Chase (Irvine, CA)
- In National Branch as a Personal Advisor Team Lead, you will lead a team of Personal Advisors who work in a team based environment to offer comprehensive financial ... planning and advice to clients by helping to identify...Active Series 9/10 + At least 5 years of Advisor management experience or relevant industry experience required, coupled… more
- PagerDuty (San Francisco, CA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... leaders (Success Managers and Directors) who embody our values, establish trusted advisor relationships and focus on making every customer successful. + Instill… more
- H&R Block (Novato, CA)
- …time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze financial ... and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide...company tax procedures + Develop and implement strategic tax planning for all necessary federal and state taxes +… more
- AbbVie (Irvine, CA)
- …marketing, medical affairs, regulatory affairs, clinical development, and publication planning to successfully achieve project goals. The individual serves as ... presentations and/or primary inventor of patents. + Serve as a technical advisor and subject matter expert in his/her/their discipline. + May be required… more
- Oracle (Sacramento, CA)
- …of their time with the client, at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a ... time and on budget. The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and maintain a productive relationship.… more
- NBC Universal (Universal City, CA)
- …This high-impact role will drive key initiatives, including workforce planning , talent strategy, change management, organization effectiveness, and cultural ... across a fast-paced, creative, and globally connected studio environment. As a trusted advisor to senior leadership, the ideal candidate will bring a blend of deep… more
- NTT America, Inc. (Sacramento, CA)
- …organizational and business outcome mindset. Success will require focusing on planning , leveraging tools and DATA, and concentrating on company business ... will require detailed understanding of client needs, effective sales planning , and building trust, all while managing to client...with them and to be seen as a trusted advisor . + Sales solution skills. The knowledge of the… more
- General Atomics (Poway, CA)
- …engineering project(s) from inception through completion, including organizing, planning , scheduling, and coordinating workloads to meet established deadlines ... execution of major software programs, including proposal support, estimation, planning , staffing, and cross-functional coordination while accounting for organizational… more
- City National Bank (Los Angeles, CA)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more