- Wells Fargo (San Francisco, CA)
- …Strategy Consultant to support the recruitment efforts across our cross-channel advisor platforms, including Wells Fargo Advisors Financial Network (FiNet) and ... the goal is to develop and maintain a strong pipeline of financial advisor candidates and to provide insight on industry trends, competitive intelligence, product… more
- Wells Fargo (Walnut Creek, CA)
- …. **In this role you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities such as providing service ... direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes +… more
- Wells Fargo (Los Angeles, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (Newport Beach, CA)
- …business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory , financial, and ... by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally,… more
- Wells Fargo (Los Angeles, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (Newport Beach, CA)
- …needs. Job expectations include driving responsible growth while minimizing regulatory , financial, operational, and reputational risks. The **Market Client ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
- Bank of America (Walnut Creek, CA)
- …needs. Job expectations include driving responsible growth while minimizing regulatory , financial, operational, and reputational risks. The **Market Client ... 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… more
- City National Bank (Los Angeles, CA)
- …identify, recommend and effect process changes regarding credit risk management activities, regulatory issues related to credit risk, credit policy , and general ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...process changes as related to credit risk management activities, regulatory statutes, credit policy and general credit… more
- SAP (San Francisco, CA)
- …all interactions with government entities to drive business development and mitigate policy and regulatory risk. We engage with government officials, regulators, ... level. We advocate for SAP's specific interests, monitor and mitigate policy and regulatory developments and identify opportunities, contributing to… more
- Snap Inc. (Los Angeles, CA)
- …. The Legal & Policy Team is Snap's dedicated in-house law firm, policy consultant, lobbyist, thought partner, and all-around advisor . This team helps Snap ... product, IP, commercial transactions, corporate governance, employment, acquisitions, litigation, and policy , and social impact. We value the power of diversity, as… more