- Cognizant (Sunnyvale, CA)
- …seeking a seasoned **Client Relationship Manager** to join our **Commercial Americas Technology ** team. This strategic role is focused on managing and nurturing ... and exceptional client satisfaction. You will serve as a trusted advisor to our clients, proactively identifying opportunities, resolving challenges, and driving… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or even just curious? Reach ... contract, temporary and permanent placement solutions for finance and accounting, technology , marketing and creative, legal, and administrative and customer support… more
- Deloitte (Sacramento, CA)
- …issues brought on by regulatory changes, competition, globalization, advances in technology , and the changing demands of their investors/customers. Our US tax ... eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4… more
- Deloitte (Los Angeles, CA)
- …other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software), research, and writing ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- SCI Shared Resources, LLC (San Bernardino, CA)
- …the possibilities of joining a Great Place to Work! The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) ... (CRM) systems is a plus **Knowledge, Skills, and Abilities** + Basic computer and technology skills within a sales environment + Ability to work well in a team,… more
- JPMorgan Chase (Oakland, CA)
- …investment product and thought leadership platform along with cutting edge digital technology , you will be front and center representing our brand and interacting ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- SLAC National Accelerator Laboratory (Menlo Park, CA)
- …million in annual spend. In addition, the Supply Chain Director serves as an advisor to senior SLAC managers, staff, and stakeholders on acquisitions in support of ... lab efforts and direction as well as current research and trends, considers technology and customer impacts, and contributes relevant, informed ideas to lab growth.… more
- Anywhere Real Estate (San Jose, CA)
- …measurement tools to ensure efficacy of plans. Use market analysis and technology to ensure competitive and efficient practices that drive business results. ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Revelyst (Irvine, CA)
- …will provide high-level administrative support to the Chief Financial Officer, Chief Technology Officer, and Head of Licensing. Your role is essential in ensuring ... to maximize the team's effectiveness. . Take on the role of a trusted advisor , providing incident and analyses to inform the teams decisions. . Spearhead special… more
- Microsoft Corporation (San Francisco, CA)
- …about data storage, large scale distributed systems, and working on bleeding edge technology at massive scale? The Azure Storage team delivers object storage (Azure ... relevant collateral, architecture examples, and best practice guides. + Be the trusted advisor , and subject matter expert (SME) to our customers for all questions… more