• Lead Advisor - Holistic

    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 (09/11/24)
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  • Lead Advisor at Wealth Management…

    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
    Robert Half Finance & Accounting (11/03/24)
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  • Strategic Customer Engagements ACDC Deal…

    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 (09/20/24)
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  • Sales Operations Lead , Wwso, Smgs Ops…

    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
    Amazon (10/19/24)
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  • Senior Director, Product Management

    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
    Walmart (09/07/24)
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  • Vice President, Research Director - CIO

    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
    Forrester (09/17/24)
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