- Robert Half Finance & Accounting (San Francisco, CA)
- …as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless ... support. This role offers direct exposure to senior management, meaningful career growth, and the chance to...and analysts for seamless execution + Support clients with wealth transfer, philanthropy, and tax-efficient strategies + Maintain close… more
- Anywhere Real Estate (San Francisco, CA)
- …planning of potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including joining the joint ... progress. + **Team Leadership** - Lead and grow a small senior team including strategic implementation, partnerships, and strategy folks. Minimum Requirements:… more
- Citigroup (Palo Alto, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations,… more
- BMO Financial Group (San Jose, CA)
- …establish best practices. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client solutions.** **U.S. Only:** This… more
- University of Southern California (Los Angeles, CA)
- The HR Partner will act as a trusted talent advisor to their unit. This role will work closely with unit managers and their HR leadership to deliver coordinated HR ... Professional Program (ODCP), Society for Human Resource Management Certified Professional/ Senior Certified Professional (SHRM-CP/SHRM-SCP), Professional in Human Resources/ Senior… more
- S&P Global (San Francisco, CA)
- …+ Build and nurture strong client relationships with C-Suite executives, senior managers, and key decision-makers across target organizations + Conduct diagnostic ... and promote S&P Global core values while serving as a trusted advisor to clients **Compensation/Benefits Information:** (This section is only applicable to US… more
- University of Southern California (Los Angeles, CA)
- …Program (ODCP), Society for Human Resource Management Certified Professional/ Senior Certified Professional (SHRM-CP/SHRM-SCP), Professional in Human Resources/ ... with tools necessary to act as an outstanding strategic advisor . Working with HR centers of expertise to establish...perks to help protect their and their dependents' health, wealth , and future. These benefits are available as part… more
- Anywhere Real Estate (Roseville, CA)
- …closing experiences to our clients. This role will collaborate with the Senior Regional Manager on day-to-day operational activities within the escrow operation. Job ... Company-wide training programs as needed. + Work closely with senior leadership to improve processes and create efficiencies in...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- BMO Financial Group (Los Angeles, CA)
- …meet client needs and maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... risk guidelines. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work together. +… more