- Bank of America (Los Angeles, CA)
- …support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, ... time sensitive updates + Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the… more
- Bank of America (Milpitas, CA)
- Senior Banker Milpitas, California;San Jose, California; San Jose, California; San Jose, California **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Milpitas/ Senior -Banker\_25043826) **Job Description:** At Bank of America, we are… more
- Capital One (Sacramento, CA)
- …various domains. + At least 4 years in customer-facingroles, acting as a trusted advisor to senior security and IT leaders. + Deep technical understanding of ... Senior Manager, Customer Trust & Field Security Specialist...Customer Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to… more
- JPMorgan Chase (Palo Alto, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout… more
- Deloitte (Los Angeles, CA)
- …an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... Mergers and Acquisitions IT Diligence Senior Consultant Our Deloitte Strategy & Transactions team...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and… more
- Oracle (Sacramento, CA)
- …Compliance, and cross-organizational strategic programs. This leader will operate as a senior advisor , execution driver, and integrator across eight major ... **Job Description** ** Senior Director of Program Management - Security, Compliance...12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including… more
- Deloitte (San Jose, CA)
- Restructuring & Bankruptcy Accounting Senior Consultant Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- BMO Financial Group (San Ramon, CA)
- …manages poor performance. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... Boldly Grow the Good in Business and Life.** Our Senior Manager - Business Banking Credit Risk Strategy develops...models provide rational and logical output, + Reconcile detailed financial data from disparate data sources, + Present the… more
- BMO Financial Group (San Francisco, CA)
- …**_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO ... Senior Premier Relationship Manager is charged with managing and...partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a… more
- WTW (San Francisco, CA)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...selected key accounts and trusted client relationships at a senior level in a way that results in building… more