- Wells Fargo (Los Angeles, CA)
- …results-driven professional with deep experience in financial services and advisor engagement. The Independent Solutions Growth Director will proactively engage ... and Internal Centers of Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo products to include investment… more
- Wells Fargo (Pasadena, CA)
- …skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely ... Internal Centers of Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products… more
- Wells Fargo (Sacramento, CA)
- …across the territory. + Lead strategic campaigns and product promotions, driving advisor engagement and increasing utilization of lending and banking solutions. + ... lending opportunities to accelerate integration. + Act as a strategic advisor to senior leadership, contributing insights and recommendations that shape companywide… 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. ... Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial… more
- Wells Fargo (Irvine, 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
- HUB International (Encino, CA)
- …providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- Gilead Sciences, Inc. (Foster City, CA)
- …partnerships across Development, IT and other functions and elevate Quality as a trusted advisor . The ideal candidate will have a strong point of view and be able ... solutions to enable CSV / CSA activities and increase transparency + Drive a risk -based approach to validation and eSystem related data integrity + Partner with IT… more
- Electric Power Research Institute (Palo Alto, CA)
- …Audit will lead the Institute's internal audit function, ensuring robust governance, risk management, and compliance across global operations. This role demands a ... IT audit activities, including SOX requirements for nonprofit organizations and enterprise risk related work. This role is responsible for setting the strategic… 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
- 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 ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more