- JPMorgan Chase (Cupertino, CA)
- …of new technology, practice management and business development supporting an Advisor 's practice. + Monitor progress, identify risks, and resolve issues that ... Experience in coaching Advisors or a sales team + Travel required 50% of the time **Required Licensing** +...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Deloitte (San Jose, CA)
- …training. Develop and communicate workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and financial ... and manage strong client relationships, serving as a trusted advisor . + Lead, motivate, and manage teams comprising members...types of work/projects and client locations + Ability to travel up to 50%, on average, based on the… more
- Deloitte (Inglewood, CA)
- …various functions including sales, legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize sales and contracting cycles + ... manage contractual matters and risks and be the trusted advisor on multiple accounts + Provide mentoring and training...on technology services + Bachelor's Degree + Ability to travel up to 10-25%, on average, based on the… more
- LiveRamp (San Francisco, CA)
- …value realization across LiveRamp's measurement solutions. Acting as a trusted advisor , you'll build strong executive and operational relationships while delivering ... Build and maintain strong executive and operational relationships, earning trusted- advisor status and continuously identifying customer challenges and opportunities.… more
- Unilever (San Francisco, CA)
- …and growing rapidly. KEY RESPONSIBILITIES Functional Leadership + Serve as a trusted advisor and partner to CPO, to elevate the People & Culture function and ... and Rewards, and serve as the strategic leader and advisor for Total Rewards . + Provide COE leadership...in office / 4 days WFH) HOURS: Full-time, Exempt TRAVEL : 1 0% - T ravel to SmartyPants Vitamins… more
- AeroVironment (San Diego, CA)
- …business units, attending meetings, documenting workflows, and serving as a trusted advisor . + **Acts as the subject matter expert (SME) for designated partner ... for digitalization and automation. + Serves as a "trusted advisor " to the BU and functions as a key...USC 1324b(a)(3) required._** + Occasionally may be required to travel within the Continental US **Clearance Level** Clearance Level… more
- KBR (El Segundo, CA)
- …CDRLs, Incentive Plans, etc.) + Drafts technical evaluations and functions as an advisor in Source Selections Work Environment: + Location: On-site + Travel ... Management of ACAT I through ACAT III programs + Previously served as an evaluator/ advisor on at least one Source Selection + Experience with Confluence and JIRA +… more
- Oracle (Sacramento, CA)
- …(VISN). This executive-level role is responsible for acting as a trusted advisor to regional Veterans Affairs (VA) leadership and ensuring delivery of standardized ... executive liaison for assigned VISNs, acting as a trusted advisor to VA regional leadership. + Deliver clear, executive-level...a Public Trust clearance. + Willingness and ability to travel to client sites as needed. + PMP certification… more
- Capital One (San Francisco, CA)
- …their business, their small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits received from Capital One. ... they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating client… more
- City National Bank (Los Angeles, CA)
- …Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA… more
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