- NFP (Santa Ana, CA)
- …around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. ... NFP Property & Casualty Services, Inc. is seeking a Senior Account Manager. The Senior Account Manager...accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails… more
- NFP (Santa Ana, CA)
- …around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. ... prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of… more
- Umpqua Bank (Irvine, CA)
- Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood Village, Colorado Los Angeles, California San Diego, California ... management both internally and with clients. A Senior Wealth Advisor may manage clients linked...rapport via phone, webinar, and in person. + Strong product knowledge and problem-solving skills. + Excellent verbal and… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Senior Advisor , Data Protection at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll ... Champion organization-wide security awareness programs, fostering a "security-first" culture. As a Senior Advisor , Data Protection, your work will help power our… more
- Bank of America (Lakewood, CA)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - Lakewood Center Lakewood, California **To proceed...priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet… more
- BMO Financial Group (Newport Beach, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on...to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions and… more
- Wells Fargo (Irvine, CA)
- …by cultivating relationships through existing networks + Partner with Commercial Lending Product Management to provide vision, direction, and expertise to ... highly complex client relationships through the art of relationship management , by understanding the needs and priorities of clients...influence others in growing relationships + Act as an advisor to senior leadership to develop, influence,… more
- KeyBank (Newport Beach, CA)
- …**Job Description - Senior Relationship Manager, IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects ... coordination of product partners. Structures and leads credit and non-credit product delivery while demonstrating sound risk management and maximizing risk… more
- Deloitte (Costa Mesa, CA)
- Deloitte Consulting LLP's Quality and Risk Management (QRM) group is seeking a Risk Manager with extensive experience in supporting complex deals and contract ... legal, finance and delivery to act as a strategic advisor to help optimize deal flow along with sales...delivery for Operate engagements Ongoing and Post Execution Risk Management and Contracting Support + Assist with ongoing contracting,… more
- Deloitte (Costa Mesa, CA)
- …technology implementations, automation, data wrangling and document extraction and data management and analytics that help legal departments maximize the strategic ... the clear legal technology leader. As a Legal Technology Senior , you will contribute to the growth and success...LLP in a variety of way, including: + Client Management : Participate in the day-to-day interactions with client's project… more
- L3Harris (Anaheim, CA)
- …and Software Engineers, and SMEs from other engineering disciplines. + Act as an advisor to senior management and customers on advanced technical studies ... risks and opportunities. + Serve as the single point-of-contact between Program Management , the engineering project team, and front line Functional Management .… more
- Experian (Costa Mesa, CA)
- …resource allocation. You'll have opportunity to: + Partner with departments such as product management & development, marketing, and service & delivery teams to ... more at experianplc.com. We are looking for a hands-on Senior Finance Manager to be a key member of...Solutions & Housing and be a critical partner and advisor to the business providing financial, analytical, and strategic… more
- Anywhere Real Estate (Riverside, CA)
- …have the perfect role for you! Anywhere Real Estate Inc. is on the hunt for a Senior Product Manager to join our dynamic team and help shape the future of real ... users. + **Experience** : Minimum of 5 years in product management , with a proven track record...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Anywhere Real Estate (Riverside, CA)
- …Come join us! The Broker Platform has never been more important to brokers. As a Senior Product Manager I at Anywhere Real Estate, you will help shape the ... successful work experience. + 5+ years of experience in product management roles building and launching successful...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Senior Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth...Integrity is Everything. + You will leverage your ADP product - services knowledge to provide solutions to issues… more
- BMO Financial Group (Newport Beach, CA)
- …gaps, issues and best practices in the process. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... dedicated centralized resource team focused on active portfolio exposure management . Team will work with LOBs and specialty partners...for the Bank. Working with lines of business and product partners, develops options to de-risk or reduce loan… more
- UKG (Ultimate Kronos Group) (Santa Ana, CA)
- …strategy for each sub-vertical. The PIM also acts as an influencer and strategic advisor to senior leaders inside and outside the organization by providing ... existing solutions and concepts that enable public sector organizations and influence product development at UKG. Trusted Advisor :** Collaborates with other… more
- Amazon (Irvine, CA)
- …for enterprise-scale generative AI solutions * Serve as a key technical advisor to senior executives, helping them navigate AI transformation initiatives ... Description Senior Manager, AI/ML Solutions Architecture - Strategic Accounts...impact, while collaborating with AWS service teams to influence product strategy and drive customer-focused innovation. This is an… more
- BMO Financial Group (Newport Beach, CA)
- …leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key ... achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new… more
- Niagara Bottling LLC (Diamond Bar, CA)
- …+ Minimum Qualifications: + 6 Years - Experience in Technology Consulting or Software Product Management or Continuous Improvement or related + 6 Years - ... needed to execute their responsibilities effectively. Collaboration & Stakeholder Management + Act as a trusted advisor ...10+ Years - Experience in Technology Consulting or Software Product Management or Continuous Improvement or related… more
