- Charles Schwab (San Francisco, CA)
- …Wealth Planning and Performance Reporting on behalf of Schwab's Retail and Wealth Advisory clients and associated FC/rep experiences This MD and their team will ... investors. + Lead our performance reporting capabilities for retail and wealth advisory across Portfolio Health, Portfolio Checkup, and other associated rep and… more
- Bank of America (San Diego County, CA)
- …service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients ... / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding *...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more
- Bank of America (San Jose, CA)
- …clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. ... Our trusted advisory teams are equipped with access to the investment...Causation Analysis + Client Management + Data Visualization + Risk Modeling + Trading and Investment Analysis + Investment… more
- Compass Group, North America (CA)
- …role will lead the national Environmental Services (EVS) Products&Innovation Advisory Board, champion cleaning and disinfection excellence, validate product efficacy ... Director will also play a critical role in mitigating operational and compliance risk by ensuring all solutions are thoroughly vetted prior to national deployment.… more
- CIBC (San Francisco, CA)
- …Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management. + Engage in client ... service. + Ensure compliance: Implement and maintain effective operational and compliance risk controls. **Who you are** + Educational background: Hold a bachelor's… more
- Bank of America (Irvine, CA)
- …clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. ... Our trusted advisory teams are equipped with access to the investment...by resolving client issues and analyzing data to address risk issues and trends + Escalates issues and provides… more
- Ankura (Los Angeles, CA)
- …and events, including corporate or private equity carve-outs and acquisitions; minimize risk and maximize return + Transformation and Turnaround - Enable Finance to ... specific initiatives + Support PE and Corporate clients with accounting advisory solutions for complex SEC reporting, purchase accounting, financial restatements,… more
- Grant Thornton (San Jose, CA)
- …needs across a variety of domains including privacy strategy, governance, automation, risk , and compliance management - all with the resources, environment, and ... From day one, you'll be empowered by the greater Risk team and Cyber team to help clients make...firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational,… more
- Bank of America (Oxnard, CA)
- …service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients ... Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral… more
- Ankura (CA)
- …skills but also the ability to engage with clients, provide security advisory services, and offer remediation guidance. The ideal candidate will possess strong ... areas. Consulting & Client Engagement (25%) + Effectively communicate findings, risk impact, and remediation strategies to clients, including both technical and… more