- 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
- 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
- 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