- Eliassen Group (Sacramento, CA)
- …w2 **Responsibilities:** **Customer Partnership & Strategic Alignment** + Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning ... of companies reach further and achieve more with their technology solutions, financial, risk & compliance , and advisory solutions, and clinical solutions. With… more
- Bank of America (Walnut Creek, CA)
- …outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing… more
- ADP (San Dimas, CA)
- … and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic ... impact the direction of the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across functions (GPT,… more
- Bank of America (Newport Beach, CA)
- …The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management ... 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
- City National Bank (Newport Beach, CA)
- …respective roles, providing regular coaching and ensuring the branch maintains high standards for risk and compliance , as well as contribute to the market and ... maintaining balance of sales results, client profitability and relationship building; address risk / compliance gaps. * Partnering with a collaborative mindset… more
- Rubrik (Sacramento, CA)
- …technical staff and senior management. + Serves as a trusted technology advisor to customers and serves as an internal resource on technical issues or specific ... privacy per requirements and regulations; + Perform ongoing activities in compliance with service and contractual obligations; + Participate in role-based training,… more
- City National Bank (Los Angeles, CA)
- …and/or standards that govern program as necessary. * Acts as an internal advisor /partner to CNB business units regarding IM risk and management matters ... for expansion and oversight of City National Bank's (CNB's) Information Management Risk (IMR) Program. Continuous Monitoring and oversight of IMR controls program as… more
- BMO Financial Group (San Francisco, CA)
- …gaps, issues and best practices in the process. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... Team will work with LOBs and specialty partners to develop options to de- risk and reduce exposures to better manage risks/returns. Facilitates profitable growth, … more
- GE Aerospace (San Francisco, CA)
- …a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and global enabling functions. + Partner with local Payroll Leaders ... operations for large, multinational organizations.. + Deep understanding of tax risk , compliance frameworks, and global payroll operations. **Desired… more
- Bank of America (San Francisco, CA)
- …or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and ... the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model...the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support… more