- JPMorgan Chase (Long Beach, CA)
- …and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational ... expertise when performing designated supervisory duties to oversee a territory of Financial Advisors....complex, high risk escalations from end-to-end and outreach to executive level stakeholders. **Job Responsibilities:** + Monitor and analyze… more
- Bank of America (San Diego, CA)
- … Executive informed on significant matters and must determine when the Market Executive should be directly involved + Monitor advisor and client activity ... Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities. Key responsibilities include supporting business objectives and… more
- Ensono (Los Angeles, CA)
- …development strategy. + Represent Ensono at industry events, conferences, and in executive -level partner, advisor , and client meetings. + Establish, track, and ... development, direct prospecting, partner and alliance management, and third-party advisor engagement, aligning with Ensono's business objectives and growth targets.… more
- City and County of San Francisco (San Francisco, CA)
- …brand consistency, accuracy, and transparency. + Serve as the primary communications advisor to the Director and executive leadership, offering counsel on ... External Affairs Director serves as the department's chief strategist and advisor on policy development, legislative affairs, strategic communications, and external… more
- Bank of America (San Francisco, CA)
- …and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have ... direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- Bank of America (San Diego, CA)
- …Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team ... 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
- Financial Partners Credit Union (Costa Mesa, CA)
- …and techniques across the organization. ESSENTIAL RESPONSIBILITIES + Function as strategic advisor to the CAO, CEO, and Executive Leadership Team, translating ... Credit Union's ERMC program under the direction of and in collaboration with Executive Vice President, Chief Administrative Officer (CAO). In this capacity, the VP,… more
- The County of Los Angeles (Los Angeles, CA)
- …degree of initiative, skill and specialized legal knowledge or acting as principal legal advisor to a large County department or special district. This class is the ... first level at which supervisory duties may be assigned and requires that incumbents...involving contracts and information technology. Acts as principal legal advisor to a large County department or special district,… more
- Intuit (Mountain View, CA)
- …as a Sr. Finance Manager. **Responsibilities** + **Strategic planning** : Be a trusted advisor to the US Marketing + Product leadership team to develop and refine ... environment. + 10+ years of experience, including 2+ years of supervisory responsibility + Proven ability to influence senior leadership through clear,… more
- BeOne Medicines (San Mateo, CA)
- …planning. **Governance and Business Partnership** + Serve as a strategic advisor to the GCO leadership team on resource-related decisions, including prioritization, ... resource management, applying relevant knowledge to improve organizational processes. ** Supervisory Responsibilities:** + Matrix leadership responsibility for providing guidance,… more