- Bank of America (Newport Beach, 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
- Wells Fargo (Beverly Hills, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with 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 (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- NBC Universal (Universal City, CA)
- …not limited to: + Lead the development and execution of a strategic research roadmap to identify, prioritize, and deeply understand key audience segments. Create and ... strategies that resonate in timely, relevant, and impactful ways. + Conduct research and synthesize existing data sources to develop clear, actionable perspectives… more
- Thrivent Financial (Lakewood, CA)
- …clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, ... prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA registration… 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
- MKS Instruments Inc (Irvine, CA)
- …business strategies into structured product marketing plans* Conducts market research , monitors competitive activity, and identifies customer needs* Establishes ... definition and business plans with joint departments* Is the technical advisor for specific product(s) assigned* Selects, develops, and evaluates personnel to… more
- Western Digital (San Jose, CA)
- …initiatives and/or programs and develops, implements, and administers executive compensation policy and practices. The right candidate will have the ability to ... of LTI programs with company policies and objectives. + Acts as internal consultant/ advisor HR staff and senior leaders. Makes recommendations to senior leaders on… 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
- Banner Health (CA)
- …independently or as a leader of a team to provide knowledge, guidance, research and fact- finding expertise to define, design and modify specifications and processes ... and reports on complex customer needs. Manages and supports the identification and research of new developments and uses of current systems and applications, as well… more