- Fifth Third Bank, NA (Newport Beach, CA)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD ... business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible...the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for risk by openly… more
- Sands Investment Group (Santa Monica, CA)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Columbia Bank (Los Angeles, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- T. Rowe Price (San Francisco, CA)
- …RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique ... understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment … more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Southern California Edison (Pomona, CA)
- …the Clean Energy Revolution Become a Grid Modernization and Digitalization Strategy Integration Senior Advisor at Southern California Edison (SCE) and build a ... long-term grid transformation goals. As a Grid Modernization and Digitalization Strategy Integration Senior Advisor , your work will help power our planet, reduce… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Transmission/Substation Asset Strategy Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. ... Mitigation Plan, and Risk Assessment Mitigation Phase. As a Transmission/Substation Asset Strategy Senior Advisor , your work will help power our planet, reduce… more
- Southern California Edison (Pomona, CA)
- …Pay Range: $157,800.00 -$236,700.00 Join the Clean Energy Revolution Become a Senior Advisor at Southern California Edison (SCE) on the Distribution/Vegetation ... Mitigation Plan, and Risk Assessment Mitigation Phase. As a Senior Advisor , your work will help power...benefits of proposed mitigation strategy projects in the capital investment strategy + Leads the development and management of… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Strategic Planning Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll ... improve and manage governance responsibilities. As a Strategic Planning Senior Advisor , your work will help power...benefits of proposed mitigation strategy projects in the capital investment strategy + Leads the development and management of… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Senior IT Sourcing & Software Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, ... Management team, reporting to the Principal Manager, Process & Asset Integration. As a Senior IT Sourcing & Software Advisor , your work will help power our… more
- Citigroup (Los Angeles, CA)
- …asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net ... Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and highly accomplished… more
- M&T Bank (Los Angeles, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… more
- SAP (Palo Alto, CA)
- …strategy of SAP. This enables customers to safeguard their existing SAP ERP investment while benefiting from a new level of flexibility - tailoring the software ... Digital Cloud Architecture & Advisory team (DCAA) in NA. The Cloud Architect Advisor works predominantly in the pre-sales phase as a subject matter expert, acting… more
- Citigroup (San Francisco, CA)
- The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... family. **Responsibilities:** + Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United… more
- Citigroup (Beverly Hills, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- Bank of America (Los Angeles, CA)
- Senior Business Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Senior -Business-Manager\_25041534) **Job Description:** Merrill Wealth Management is a leading… more
- University of Southern California (Los Angeles, CA)
- …oversight over projects and programs within their subportfolio and serves as an advisor to the program managers, project managers, senior project managers, ... The Senior Program Manager is responsible for the strategic...analysis to inform strategic decisions and quantify return on investment for transformation initiatives. + Mentors and supports Program… more
- ServiceNow, Inc. (Santa Clara, CA)
- …Global Revenue Programs (Elevate), the Strategic Customers - Global 360 Deals (Elevate) Senior Director will be joining a broader team focused on driving high-impact ... As the Strategic Customers - Global 360 Deals (Elevate) Senior Director, you will serve as the central business...improving GTM efficiency, accelerating deal velocity, and balancing OPEX investment with NNACV growth. Your work will also drive… more