- H&R Block (Novato, CA)
- …time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze ... manage tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- Zions Bancorporation (Walnut Creek, CA)
- …Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence ... flow, drive operational efficiencies, and implement innovative payment solutions. As a ** Senior Treasury Management Sales Consultant** , you will lead with insight… more
- BMO Financial Group (San Francisco, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... We are seeking a Vice President-level Senior Relationship manager in our Diversified Industries Group...Area. The RM will be responsible to drive new client acquisition and growth in market share in this… more
- Citigroup (San Francisco, CA)
- …Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- S&P Global (San Francisco, CA)
- …management practices. + **Advisory** : to embed our analytics into client -facing engagements across finance, supply chain, and risk transformation programs. You'll ... + Partner with consultants to embed our tools into client engagements, positioning our solutions as a differentiator in...renewals and new opportunities. + Act as a trusted advisor to consulting partners, providing market insights and helping… more
- Google (Mountain View, CA)
- …outcomes, and unparalleled growth. + Leadership Partnership: Directly partner with multiple VPs and senior leaders, not just as an advisor , but as a co-creator, ... ethics are the highest priority. The role As a senior People Partner within our dedicated GenAI Unit, you'll...partnership at the forefront of innovation. Working alongside a small , elite team, you will collaborate directly with GenAI… more