- Kestra Financial (Palo Alto, CA)
- …line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- LinkedIn (San Francisco, CA)
- …determined by the business needs of the team. We are looking for a Strategic Finance Sr Associate who will partner closely with LTS R&D leaders to define product ... develops plans for execution with some support from more senior team members. + Builds collaborative relationships with other...Cross-Team Collaboration + Data Analysis + Decision Making + Financial Acumen + Forecasting + Influencing for Impact +… more
- SHI (Sacramento, CA)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... Summary** We are seeking a highly skilled and experienced Senior Data & AI Solutions Architect to lead the...and our data solutions. + Act as a trusted advisor to clients, providing expert guidance and technical leadership.… more
- SHI (Sacramento, CA)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... Summary** We are seeking a highly skilled and experienced Senior Data Governance & Information Architect to lead design...and Fabric governance capabilities. + Act as a trusted advisor to clients on data governance best practices. **Experience:**… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Senior IT Sourcing & Software Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, ... for IT services, ensuring favorable terms and alignment with financial and performance goal. This role combines deep expertise...the Principal Manager, Process & Asset Integration. As a Senior IT Sourcing & Software Advisor , your… more
- Bank of America (Cupertino, CA)
- …II, Lending Client Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - Homestead Financial Center Cupertino, California **To proceed with your application, you must be at least 18 years of age.**… more
- Wells Fargo (Irvine, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- JPMorgan Chase (Palo Alto, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- LinkedIn (San Francisco, CA)
- …strategic and operational problems facing the business. As a Sales Strategy & Operations Senior Associate , you will be partnering with senior sales ... organization to run effectively and efficiently. This individual will act as an advisor to executives in the sales organization and is responsible for helping crack… more
- Humana (Sacramento, CA)
- …customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity...Excel). This person must be comfortable working collaboratively with senior leaders and subject matter experts alike and should… more