- Citigroup (Riverside, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...adhered to + Partner with all roles on branch team to ensure all clients have a positive in-branch… more
- ABM Industries (Anaheim, CA)
- …Financial Acumen:** Oversee financials, budgets, and profitability, ensuring the company's financial health. + ** Team Leadership:** Build and empower a ... the branch through collaborating with the sales and operations team to secure new customers and specialty work. +...connections by delivering exceptional services and being the trusted advisor . We are searching for a dynamic people leader… more
- Sharecare (Sacramento, CA)
- …relationship building skills. The Provider Sales Manager will serve as a trusted advisor and subject matter expert on Provider Solutions related solutions and have a ... intelligence and internal communications + Builds relationships with executive team , internal partners, key influencers, and external constituencies + Superior… more
- GE HealthCare (CA)
- …knowledge of modality products, service expertise, and tools to maintain "field advisor " status. + Utilize the GEHC escalation process as needed, working closely ... Within project engagement, act as a change agent/ field " advisor " in areas such as product serviceability and reliability,...in applicable systems. + Experience interfacing with both internal team members and external customers as part of a… more
- Cupertino Electric (San Jose, CA)
- …built a reputation for integrity. We're problem solvers and innovation seekers. We're team players and safety fanatics. And we always-always-do the right thing. Even ... but how we do it is everything. **THE FINANCE TEAM ** Our projects may be complex, but our approach...provides employees, stakeholders and customers with timely and accurate financial information. The Finance Department is comprised of seven… more
- Citigroup (Beverly Hills, CA)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility… more
- Citigroup (Los Angeles, CA)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive...fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility… more
- Bank of America (Newport Beach, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- BMO Financial Group (San Francisco, CA)
- …as appropriate. + Ensure compliance with Bank Policies and Standards regarding financial models. + Participate in the quantitative development and periodic review of ... strategies, customer behavior models, performance measurement, etc.) + Monitors the financial market environment and model performance impacts. + Ensures compliance… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …ERP Functional Subject Matter Expert (SME) with a strong background in Payroll and CPA-level financial expertise to join our CGI team to lead and support ERP ... deep expertise in ERP implementations, payroll operations, and CPA-level financial insight will directly support mission-critical government and enterprise… more