- Citigroup (Fresno, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events ... converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance… more
- Charles Schwab (San Francisco, CA)
- …across Portfolio Health, Portfolio Checkup, and other associated rep and advisor facing reporting experiences. + Partner closely across senior MDs, technical ... ability to influence and build consensus across experience design, product, technology, marketing, regulatory , and other areas of the firm and all levels of the… more
- AVEVA (San Leandro, CA)
- …program. Reporting to the Senior Legal Manager, the Legal Counsel will be trusted advisor who is customer service oriented, has an eagerness to tackle a wide range ... company operates with the highest levels of integrity. We provide guidance on regulatory compliance, risk management, contracts, and legal frameworks - all at the… more
- Applied Materials (Santa Clara, CA)
- …within the function **Business Expertise** + Anticipates business and regulatory issues; recommends product, process or service improvements **Leadership** + ... Help Line at ###, option 1, and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and cannot be used to inquire about… more
- JPMorgan Chase (San Ramon, CA)
- …backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- EPAM Systems (Los Angeles, CA)
- …Business Consulting Manager** to lead our SAP engagements and serve as a trusted advisor to clients on SAP transformation projects. In this pivotal role, you will ... in SAP configuration, customization, and integration, ensuring compliance with security, regulatory , and data privacy standards + Lead the delivery of end-to-end… more
- Defense Logistics Agency (Tracy, CA)
- …regarding this job. Responsibilities Serves as the specialist and technical advisor in the development of general and detailed functional requirements and ... meet eligibility requirements including minimum qualifications, and any other regulatory requirements by the cut-off/closing date of the announcement. Creditable… more
- Deloitte (San Jose, CA)
- …reporting and process for business as usual, as well as triggering and regulatory events. The Legal Entity Management team specifically focuses on corporate document ... reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively… more
- Deloitte (Costa Mesa, CA)
- …develops and transforms cyber programs in line with a client's strategic objectives, regulatory requirements, and risk appetite. It keeps the enterprise a step ahead ... 8/31/2025 Work You'll Do + Serve as a subject matter expert and trusted advisor to our clients, assisting them to evaluate strategic and practical data protection… more
- WSP USA (San Jose, CA)
- …including reports and documents that result in sound engineering and regulatory conclusions. + Provide verbal and/or written inputs to multi-disciplinary project ... Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and… more