- Bank of America (Carlsbad, CA)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement,...or higher in related field **The following laws or regulations restrict or prohibit the hiring of individuals with… more
- ServiceNow, Inc. (San Francisco, CA)
- …of a portfolio of CPQ customers. You'll act as a trusted advisor to executives and technical stakeholders alike, guiding customers through onboarding, adoption, ... Do** + Own the Customer Relationship: Serve as the strategic technical advisor and trusted partner for assigned CPQ accounts, accountable for overall relationship… more
- Bank of America (Newport Beach, CA)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- Bank of America (Newport Beach, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... a Merrill branch office ensuring appropriate supervision and compliance to industry regulations , and policies and procedures + Driving business growth byleading the… more
- Bank of America (Walnut Creek, CA)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- MKS Instruments Inc (Irvine, CA)
- …definition and business plans with joint departments* Is the technical advisor for specific product(s) assigned* Selects, develops, and evaluates personnel to ... within a technology-driven environment + Ability to act as a technical advisor for product lines, with background in optical systems, laser technologies, or… more
- L'Oreal USA (Los Angeles, CA)
- …STE/RSD. Responsibilities: Training and development + Develop, motivate and train Beauty Advisor through role play and in-store coaching + Actively plan, execute, ... using the Lancome onboarding program + Work with Beauty Advisor to help increase sales by making sure s/he...travel budgets + Adhere to all company rules and regulations pertaining to T&E Compensation: + Competitive Base Salary… more
- Bank of America (San Jose, CA)
- …**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key ... must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +...Qualifications:** + CRPC designation preferred _The following laws or regulations restrict or prohibit the hiring of individuals with… more