- JPMorgan Chase (Los Angeles, CA)
- …Understanding client investment goals and objectives and providing thought leadership on solutions to meet their investment objectives. + Delivering the platform and ... excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations,… more
- Bank of America (San Francisco, CA)
- …excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Amazon (San Francisco, CA)
- …to empower our customers to evolve, address challenges, and to create innovative solutions . The ideal candidate will have customer facing experience, be a proven ... goals * Contribute to developing AWS's value proposition and solutions * Drive revenue growth and Cloud adoption *...Teams, Finance, Legal, etc.) * Act as a trusted advisor in the development of the commercial strategy of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... additional info. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or even just curious? Reach ... out there. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great… more
- BOOZ, ALLEN & HAMILTON, INC. (San Diego, CA)
- …further, solving complex problems. We're looking for someone like you to help create solutions for missions that keep our nation safe. As an Integrated Air and ... in Navy classroom training. You'll be at rus ted advisor to our customers, and we'll look to you...in support of surface ship tactical training and the solutions we deliver for BMD and IAMD tactical development.… more
- Altium (San Diego County, CA)
- …the Role:** As a **Technical Account Manager** , you'll be the trusted advisor for a portfolio of Altium's Enterprise customers, ensuring their success with our ... solutions . You'll build deep relationships, resolve technical challenges, and...contact for Enterprise customers, ensuring their success with Altium solutions + Build trusted relationships and guide customers on… more
- Paramount (Burbank, CA)
- …leader in the studio, this role will operate as a consultant and an advisor working across the company on production workflows and technology software. Will ensure ... targeting internal process improvement. Actively partners with all departments to determine solutions to unique challenges for each series or movie that help achieve… more
- NVIDIA (Santa Clara, CA)
- …adoption of the NVIDIA platform in Industrial Engineering. + Be a trusted advisor and deeply understand the technical and relationship environments in which your ... team operates. Translate this understanding into product requirements and solutions . Help your team see around corners and increase partner success through… more
- Citigroup (Loma Linda, CA)
- …profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client ... credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High touch, face-to-face… more