- Sonos (CA)
- …processes, from vendor selection to contract negotiation, ensuring optimal value and risk management . + Develop & Manage RFI/RFPs: Lead the creation and execution of ... metrics. + Strategic Business Partner: Act as a trusted advisor to GTM stakeholders to understand their needs and...trends, and make data-driven decisions. + Strong organizational and time- management skills. + Ability to work independently and as… more
- US Bank (Los Angeles, CA)
- …owners, operators, investors and lenders. The successful candidate will be a trusted advisor who collaborates closely with the various business lines within CRE, and ... environment. **Primary Responsibilities** - Provide legal support to the relationship management , portfolio management , and loan administration teams for all… more
- Citigroup (San Francisco, CA)
- …over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Wells Fargo is seeking a Client Performance Analyst 3 in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... **In this role you will:** + Support a Financial Advisor (s) and through extensive interaction with prospects, clients, product...for use in developing reports for clients or internal management . + Participate in product category meetings. + Create… more
- WTW (Los Angeles, CA)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's… more
- Anywhere Real Estate (San Diego, CA)
- …Title Group is a full-service title, settlement, underwriting and vendor management services company serving consumers, real estate companies, affinity groups, ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Comerica (San Jose, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Business Development Officer The Business Development Officer (aka Small Business Advisor /SBA) role will be responsible for increasing the Bank's profitability by… more
- Deloitte (San Diego, CA)
- …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in ... eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to… more
- Anywhere Real Estate (Riverside, CA)
- …+ Excellent presentation skills; mastery of PowerPoint, Excel, and agile project management tools. + No industry experience required. Experience in franchising or ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Atria Wealth Solutions (Dublin, CA)
- …training or correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee to review ... years related investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7, 63, 65 (or… more