- Fidelity TalentSource LLC (San Jose, CA)
- …that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the ... personalized planning, while helping extend the reach of the firm 's brand. We fully support you with an open...You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client … more
- JPMorgan Chase (Palo Alto, CA)
- Innovate and optimize solutions and tailor products for complex client needs Harness your technical expertise to shape innovative client solutions and bridge ... challenges. Collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success. As a Client … more
- KPMG (Santa Clara, CA)
- …At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm ... and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth...satisfaction + Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice +… more
- JPMorgan Chase (Palo Alto, CA)
- …banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an ... institutional platform that has the resources, specialists and intellectual...responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on… more
- JPMorgan Chase (Palo Alto, CA)
- …to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an ... institutional platform that has the resources, specialists and intellectual...maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …me directly on LinkedIn - Jeffrey Abrams Our client is a premier, reputable investment management firm with over 20 years of stability and $Billions in AUM. ... private advisory, preferably in private equity, and experience dealing with institutional investors and international tax issues. Active/Inactive CPA or JD required,… more
- JPMorgan Chase (Palo Alto, CA)
- …accelerate high-value opportunities that impact over 40,000 software engineers across the firm . The team leverages both proprietary and third-party data sets to ... successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability,… more
- JPMorgan Chase (Palo Alto, CA)
- …for architecting and developing this new product while creating partnerships across the firm and industry. This role will act as the lead for JPMorgan Payments ... and Control function to ensure fully featured, compliant, performant, and stable client solutions **Required qualifications, capabilities, and skills** + 8+ years of… more
- Intuit (Mountain View, CA)
- …preferred + Experience preferably at least one of the following industries: FinTech, consulting firm or investment bank; as well as direct experience in a ... Strategy. The Money Platform is underpinned by partnerships with institutional partners, capital providers and banks, so optimizing these...client services role (partner management, customer success management, consulting)… more
- JPMorgan Chase (Palo Alto, CA)
- …successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, ... businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Palo Alto, CA)
- …successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, ... businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Palo Alto, CA)
- …in editing spreadsheets and presentations, including printing and binding, for client meetings **Required qualifications, capabilities, and skills** + At least five ... businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
