- Robert Half Finance & Accounting (Berkeley, CA)
- …reporting, and data integrity across client accounts. This position blends technical expertise with strong communication skills. You'll manage complex systems, ... tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA) firms + Exposure to automation or scripting of business processes… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …our investment management process and offers a unique blend of technical responsibility and cross-functional collaboration. You'll be responsible for managing ... tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA) firms + Exposure to automation or scripting of business processes… more
- CRC Insurance Services, Inc. (Woodland Hills, CA)
- …This role extends beyond traditional sales support functions-serving as a trusted advisor , escalation point, and process owner for proposal development and quoting ... accuracy in all proposals and RFP submissions. The ideal candidate is a technical expert in quoting and benefits analysis, a skilled communicator, and a… more
- Deloitte (Los Angeles, CA)
- …new versions and tools, keeping your knowledge sharp. Manager: Gain trusted advisor status with customers and prospects by understanding their business and ... to understand their business requirements and work with both functional and technical consultants to design solutions that address these requirements. + Provide… more
- Cognizant (CA)
- …CTS's emerging services. The SLS will support the accounts in achieving "trusted advisor " status and have a mix of strategic and tactical management experience. **In ... YoY growth + Experience and track record in successful delivery of technical / management consulting services, preferably gained at a top-tier consulting firm. +… more
- Robert Half Management Resources (San Francisco, CA)
- …researchers, and team members to achieve hiring goals * Act as a trusted advisor - providing market information or sharing industry knowledge with leaders to help on ... areas of executive recruiting: Go To Market, General & Administrative, or Technical leadership roles * Skilled at managing multiple concurrent executive searches… more
- Zoom (Santa Barbara, CA)
- …and collaborate with multiple technology teams, driving solutions to improve Zoom's customer adoption. The role seeks an experienced, driven self-starter with a 'can ... teams across Zoom. Responsibilities + Building cross-functional relationships as SME and advisor on new product sales and GTM processes, including Lead to Cash,… more
- JPMorgan Chase (Palo Alto, CA)
- …of influence in a complex target client company + Serve as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and ... Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations **Required qualifications, skills and capabilities** + 8+ years of… more
- SpaceX (Hawthorne, CA)
- …risk by implementing appropriate processes, trainings, and controls for the Starlink customer support team + Provide legal analyses of applicable laws, regulations ... to analyze legal risks, devise creative solutions, and develop strong, trusted advisor relationships BASIC QUALIFICATIONS: + JD or foreign equivalent from an… more
- MongoDB (San Francisco, CA)
- …Corporate Communications to lead MongoDB's global communications efforts, serving as a key advisor to our executive team and steward of our brand reputation. This ... Relations, Product, and Sales to translate and amplify product and technical messaging into compelling narratives for media, analysts, executives, social channels,… more