- Robert Half Finance & Accounting (Berkeley, CA)
- …LinkedIn Requirements . Over 5 years of extensive experience in holistic financial planning, with a proven ability to lead and foster client relationships, ... with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay...proposition to potential clients, positioning us as their trusted financial advisor . . Proactively offers recommendations aligned… more
- Robert Half Finance & Accounting (Oakland, CA)
- …+ 5+ years of experience in wealth management. + Proficient in holistic financial planning. + Experience managing relationships with high-net-worth clients. ... financial solutions. + Identify client needs, develop and present financial plans, and lead regular update meetings. + Provide strategic advice on retirement,… more
- US Bank (Palo Alto, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment...is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is… more
- Amazon (East Palo Alto, CA)
- Description Amazon Web Services (AWS) is seeking a Deal Lead for the Strategic Customer Engagements (SCE) team to help our customers accelerate out of their ... provider. These opportunities range across industry verticals, such as Financial Services, Telecommunications, Media & Entertainment, Energy, Healthcare Life… more
- Amazon (San Francisco, CA)
- …business functions to meet organizational goals and initiatives. The Specialized Sales Operations lead will act as a trusted business advisor to GTM Specialists ... Services Operations (SMGS) is seeking a Strategy & Operations lead to work with the Specialist GTM teams aligned...way. Key job responsibilities - Act as a trusted advisor to GTM Specialist leaders and team members, leveraging… more
- JPMorgan Chase (Palo Alto, CA)
- …the opportunity to take your career to the next level. As a Market Team Lead in the US Private Bank, you are responsible for advising families on building, ... their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients...in the short, medium and long term through a holistic goals based planning approach while strictly adhering to… more
- Walmart (San Bruno, CA)
- …channels/mediums; Interpersonal skills and universal relationship building. To lead discussions with varying viewpoints and influences diverse audiences. ... narrative. Demonstrates decision and coordination skills. Serves as a trusted advisor to diverse stakeholders on the product/technology matters. Provides timely… more
- SAP (Palo Alto, CA)
- …further extends and synchronizes Supply Chain planning decisions into production-, financial - and cross-enterprise planning collaboration. This holistic approach ... vision for our Integrated Business Planning (IBP) solutions. + Lead with customer adoption & satisfaction at every step...company goals and objectives. + Act as a trusted advisor to customer executives and the board, work closely… more
- Forrester (San Francisco, CA)
- …Role:** Forrester Research is seeking a Vice President, Research Director to lead a research team responsible for our technology executive practice. This practice ... strategy and planning, 2) governance and risk management, 3) financial management and budgeting, 4) performance management, and 5)...our target clients. This research agenda must provide a holistic set of answers to the questions that are… more