- Neuberger Berman (Los Angeles, CA)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- M&T Bank (Los Angeles, CA)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of… more
- TIAA (Los Angeles, CA)
- …for clients. + Educates the organization's Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings. + ... The Alternatives Business Development job directs the sales and...the private wealth channels in an effort to expand Alternative Strategies client portfolio. **Educational Requirements** +… more
- TIAA (Los Angeles, CA)
- The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor ... He or she will partner closely with team members including Market Leaders, Advisor Consultants and Specialists and within the region. The position will be… more
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Southern California Edison (Rosemead, CA)
- …faster, frequently, reliably and at scale. Become an **IT Enterprise Architect, Senior Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In ... business capabilities and understands the financial impact of solution architecture alternatives . + Leads the development of logical architecture for complex… more
- Cherry Bekaert (Los Angeles, CA)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning… more
- Deloitte (Inglewood, CA)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Bank of America (Los Angeles, CA)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to… more
- Bank of America (Los Angeles, CA)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Deloitte (Los Angeles, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Microsoft Corporation (Los Angeles, CA)
- …Platform legal team and engage in a combination of engineering client -facing support, ongoing regulator-facing interaction and engagement, and management of major ... at work and beyond. **Responsibilities** + Serve as trusted advisor and primary legal counsel for the C+AI Trusted...or processes. Identify and anticipate legal risks in the client 's technology, program design, or process design and assist… more
- Deloitte (Los Angeles, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (Los Angeles, CA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- Cherry Bekaert (Los Angeles, CA)
- …High Performance Government Accounting Support + Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the ... report of the findings + Providing status updates to client leadership on the current status of tasks and...GPS accounting advisory group + Serving as a trusted advisor to clients, identifying opportunities for expanded services +… more
- Deloitte (Los Angeles, CA)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: As a ... documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates,...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more
- Deloitte (Los Angeles, CA)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
- Deloitte (Los Angeles, CA)
- …and collaborating with cross functional project teams consisting of internal teams, client teams and third party vendors to ultimately make decisions on process ... stories from to-be processes, providing recommendations with functional solution alternatives , maintaining traceability of processes to requirements, designing deliverables,… more
- SMBC (Los Angeles, CA)
- …etc..) to analyze, evaluate and develop a tailored relationship strategy for each client or prospect. + Ensure that customer relationships are managed to maximize ... customer needs. + Work independently to identify and develop profitable new client relationships by leveraging centers of influence, existing clients & referral… more
- KPMG (Los Angeles, CA)
- …to the firm's environment and data; serve as an internal trusted advisor providing security consulting services across multiple technical domains to project teams ... trade-offs, and solve problems through identification of compensating control alternatives while enabling the business + Develop and maintain...for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by… more