- Equitable (Folsom, CA)
- …: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking + **Financial ... : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors'… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …planning, tax planning, and risk management. + Review and approve trades, portfolio rebalances, and tactical implementation steps. Team Leadership & Collaboration + ... Qualifications Education & Experience + Undergraduate degree required. + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation required. + 4+ years of experience for… more
- ICF (Los Angeles, CA)
- …+ Internal staff coordination of project including, but not limited to, internal portfolio reviews, and working with internal program leads to ensure minimum targets ... residential sector. + Experience using project management tools (Teams, SharePoint, Planner , Gantt Charts, and MS Project). + PMP (Project Management Professional)… more
- ICF (Los Angeles, CA)
- …This position requires interaction with internal and external industry experts to accomplish portfolio -wide goals. While the position is based in the LA area, local ... and Excel) + Experience using project management tools (such as Teams, SharePoint, Planner , Gantt Charts, and MS Project) + Demonstrated ability to provide project… more
- Bio-Techne (San Marcos, CA)
- …this + Demonstrated ability to complete all duties of the Advanced Buyer/ Planner role + Perform additional duties as assigned. **JOB SPECIFICATIONS** **Education and ... custom manufacturing, and testing services. Our family of brands creates a unique portfolio of products and services. Science is our passion; it drives us to… more
- JPMorgan Chase (San Francisco, CA)
- …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 ... wealth solutions and the right team of advisors to manage the client's portfolio and serve their wealth needs. + Effectively advance opportunities presented to you… more
- Solar Turbines Incorporated (San Diego, CA)
- …Values in Action. A Senior Buyer will manage relationships of a supplier portfolio with relatively low to moderate complexity. This individual has no direct reports ... a team structure typically including a Sourcing Specialist, Supply Chain Coordinator/ Planner , Supplier Technical Engineer and reports directly to a Supply Chain… more
- Marriott (San Diego, CA)
- …and implementation of corrective action plans. * Reviews quarterly Meeting Planner Survey results and participates in the development and implementation of ... the unique needs of long stay guests. In joining Residence Inn, you join a portfolio of brands with Marriott International. **Be** where you can do your best work,… more
- NBC Universal (Los Angeles, CA)
- …entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our ... campaigns. + Monitor campaign deliverables and flag any issues to the Planner or Director. + Coordinate with departments such as Traffic, Promotions, Production… more
- Otis Elevator Company (San Jose, CA)
- …customer quality assurance, and improving efficiency. Maintain a field crew planner mapping out installation durations and assignments for scheduled job starts. ... and maintain approximately 2.2 million customer units worldwide, the industry's largest Service portfolio . You may recognize our products in some of the world's most… more