- Bank of America Corporation (Los Altos, CA)
- …Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review ... needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk … more
- City National Bank (CNB) (Sunnyvale, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales,...$65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is… more
- Geico (San Jose, CA)
- …capabilities. The ideal candidate has a deep understanding of technology, risk management, site reliability engineering principles and strategic planning to design ... staying ahead of industry trends and emerging technologiesConduct comprehensive risk assessments to identify potential threats and vulnerabilitiesDesign and… more
- Kennedy/Jenks Consultants (Santa Clara, CA)
- …sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk , and finds better ways to deliver projects. KJ is at the ... in Northern California. As a Senior Engineer, you will serve as a trusted advisor , subject matter expert, and Program or Project Manager. You will supervise staff,… more
- Charles Schwab (Sunnyvale, CA)
- …Planning Education Planning Investment Management Banking and Lending Management Insurance and Risk Management Estate Planning If you want to positively impact the ... help them stay on track with their financial goals. Be a Trusted Advisor : Build strong relationships, engage and encourage trust, and deepen the client relationship… more
- Bank of America Corporation (San Jose, CA)
- …Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized ... decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers,… more
- PWC (Mountain View, CA)
- …on analysing the tax efficiencies of income tax, investment, insurance and risk , and other lifestyle investments planning to establish a foundation for financial ... needs; developing and sustaining deep client relationships;Leading as a business advisor , including developing new relationships, making introductions to sell new… more
- Freshfields Bruckhaus Deringer (Mountain View, CA)
- …global operations, while partnering with the firm as a valued commercial advisor , influencing strategic decision making and driving long term profitable growth for ... stakeholders to maximize Practice Group financial performance.Suggest areas of improvement based on current reporting and analysis as well as post-mortem… more
- Citigroup, Inc (Palo Alto, CA)
- … based on feedback from clients and colleaguesAppropriately assess risk when business decisions are made, demonstrating particular consideration for the ... and business which have significant financial implications.Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial… more
- Deloitte (San Jose, CA)
- …reshaping the way our clients create value. We specialize in Treasury and risk management strategies, M&A, and treasury transformations, with a strong focus on ... our consulting services. Your responsibilities will encompass treasury and risk management strategies, M&A, treasury transformations, and leveraging Kyriba's… more
- Wilson Sonsini Goodrich & Rosati (Palo Alto, CA)
- Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of ... Manager, will help implement the technology initiatives and support the vendor- based technology roadmap. The Enterprise Applications Engineer will manage and provide… more
- JP Morgan Chase & Co. (Palo Alto, CA)
- … based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measuresRequired Qualifications, ... to attract, retain and develop a high performing Client Advisor team Experience with and in-depth knowledge of the...a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.… more
- Wilson Sonsini Goodrich & Rosati (Palo Alto, CA)
- Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of ... colleagues and management in finance, to identify invoices at risk of nonpayment and work on timely recovery of...this position may include a discretionary year-end merit bonus based on performance. We offer a highly competitive salary… more
- Deloitte (San Jose, CA)
- …enhancements, and TMS implementations.SAP Treasury Advisory: Serve as a trusted advisor , offering SAP treasury, risk management, and technology advisory ... core components, spanning Cash management, Transaction manager, In-house cash, Risk analyzers, Liquidity planner, Hedge management and accounting, SWIFT integration,… more
- PayPal (San Jose, CA)
- …help merchants connect with their customers, process exchanges and returns, and manage risk . We enable consumers to engage in cross-border shopping and merchants to ... responsible for providing implementation services on PayPal's Payment, Identity and Risk Platforms, as well as our Partner/Marketplace solutions and global product… more
- Armanino (San Jose, CA)
- …the course of engagements and are expected to be more of an advisor and bring added value to the relationship.Job ResponsibilitiesManage the engagement and workflow ... engagement.Lead the engagement planning process in terms of timing, resources, risk assessment, reliance on internal controls, or other engagement approach.Determine… more
- Deloitte (San Jose, CA)
- …their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide ... and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and… more
- Bank of Montreal (San Jose, CA)
- …achieved or exceeded.Provides strategic input into business decisions as a trusted advisor .Makes recommendations to senior leaders on strategy and new initiatives, ... based on an in-depth understanding of the business/group.Acts as...stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely… more
- Bank of Montreal (San Jose, CA)
- …to build relationships and deliver the desired customer experience. Enjoy a tremendous, values- based culture that focuses on providing you with all the tools and ... process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact.Proactively works with assigned customer portfolio… more
- PayPal (San Jose, CA)
- …help merchants connect with their customers, process exchanges and returns, and manage risk . We enable consumers to engage in cross-border shopping and merchants to ... data solutions. What You'll Do In this role, you'll be a trusted advisor to business units, partnering with product engineering teams to architect data solutions… more
