- Bank of America (Beverly Hills, CA)
- …66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team (s) they support + SAFE ACT Registration; ADV-2B ... of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management,… more
- City National Bank (Beverly Hills, CA)
- …Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis, and coordination of accurate data and ... this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients… more
- Palo Alto Networks (Santa Clara, CA)
- …drive business performance. + ** Business Partnership:** Serve as a trusted financial advisor and strategic partner to the SASE product leadership team ... is seeking a highly motivated and experienced Senior Manager, FP&A to join our team and lead financial planning and analysis for our cutting-edge Secure Access… more
- Wells Fargo (San Francisco, CA)
- …Relationship Management company wide strategies that significantly influence the organization's business and financial operations + Strategically lead all levels ... years. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** +… more
- Amazon (Santa Clara, CA)
- …leaders across industries, market segments, and technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be ... Description The Amazon Web Services Professional Services (ProServe) team is seeking a Principal Advisory Consultant to shape and transform how enterprises leverage… more
- City National Bank (San Francisco, CA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge… more
- General Atomics (San Diego, CA)
- …the business and reduce non-value add work for the team . ** Business Partner** + Provide leadership for improving financial performance of the business ... opportunity for an FP&A Manager to join the Corporate Financial Planning & Analysis (FP&A) team in...financial leadership, guidance and strategy operating as a business partner and trusted advisor to a… more
- Amazon (Palo Alto, CA)
- …leaders across industries, market segments, and technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be ... Description The Amazon Web Services Professional Services (ProServe) team is seeking a Principal Advisory Consultant to... of experts that help customers realize their desired business outcomes when using the AWS Cloud. We work… more
- Amazon (San Francisco, CA)
- …Services is seeking a senior technical leader to build and scale a world-class team of Solutions Architects for the North America Retail & CPG industry. This ... As part of the North America Solutions Architect Leadership team , you will coach and grow leaders of leaders,...you'll accelerate adoption, create industry-defining solutions, and deliver measurable business value. You will act as a trusted CxO… more
- Applied Materials (Santa Clara, CA)
- …financial performance (profitable growth, portfolio prioritization) but also serve as an advisor to DFT leaders on process, business model innovations and ... you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a… more