- 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
- 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 (Sunnyvale, CA)
- …to be part of a high-growth Fortune 1 Analytics team that has a holistic view over every aspect of eCommerce. **ROLE** : As the **Manager, Marketplace Analytics ... - Product Analytics** , you will lead world-class analytics to evaluate the effectiveness and efficiency...Customers. You will be responsible for building out a holistic view of performance as well as a detailed… more
- Walmart (Sunnyvale, CA)
- …strategy development, strategic planning, stakeholder consensus building, project management, and financial management. The role requires a deep understanding of the ... decision-making and coordination skills in ambiguous situations. Act as a trusted advisor , influencing stakeholders to act on product and technology matters with an… 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
- 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
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... environment, threat landscape and is seen as a strategic advisor . Correlate technical designs with customer experience to influence...customer needs or fill a gap in the market. Lead building product roadmap and drive long term product… 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