- Anywhere Real Estate (San Jose, CA)
- …reaching growth goals. + **Entrepreneurial Mentality:** Accountable to achieve individual, team , and brand growth goals through effective execution of selling ... participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress.… more
- Bank of America (San Francisco, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Wells Fargo (San Francisco, CA)
- …for more? Find it here.** At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... **Chief Operations Office (COO) Artificial Intelligence Center of Excellence team ** . The role will establish and advance standards,...role, you will:** + Act as a Business Execution advisor to leadership to drive performance and initiatives and… more
- ServiceNow, Inc. (Santa Clara, CA)
- …Model Context Protocol), and establish frameworks for cost optimization, forecasting, and financial governance. As a trusted technical advisor , you'll present to ... purpose to make the world work better for everyone. ** Team ** Join FinOps Governance team that is...architecture and FinOps expertise to design solutions that bring financial accountability and intelligent optimization to our AI and… more
- JPMorgan Chase (San Francisco, CA)
- The Global Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... Vice President within the Global Finance & Business Management team , you will act as a trusted advisor...not eligible for sponsorship** JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- JPMorgan Chase (Palo Alto, CA)
- …clients and the delivery of our product suite to them? You have found the right team ! As a Letter of Credit Product Advisor - Vice President within the ... Commercial Bank, you are client facing and will team up with our Commercial bankers on relationship management...transparency on the process + Act as a trusted advisor to your respective portfolio for any Letter of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families and their related entities. This role serves as a trusted advisor , leading financial operations, supervising staff, coordinating with external partners, ... About the Firm A long‑established multi‑family office providing integrated financial , tax, investment, and administrative services to ultra‑high‑net‑worth families.… more
- City National Bank (Los Angeles, CA)
- …that financial plans are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships ... Proactively communicate with clients about current conditions in the financial markets Ensure full client team is...in the financial markets Ensure full client team is coordinated on communication. * Analyze financial… more
- Columbia Bank (Encino, CA)
- …loans, deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the ... with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
- Electric Power Research Institute (Palo Alto, CA)
- …strong relationships across the organization to position Internal Audit as a trusted advisor . + Engage individually with the team to have open communication ... will report to the General Counsel and oversee all financial , operational, compliance, and IT audit activities, including SOX...best practices. The Director will serve as a key advisor to Executive Management and the Audit Committee, providing… more