Trusted Advisor Jobs in San Francisco, CA
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Looking for Trusted Advisor jobs in San Francisco, CA? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the San Francisco, CA area.
Product Launch Director
Company: BlackLine
Location: Pleasanton, CA
Posted Jan 23, 2025
BlackLine, a leading provider of cloud software since 2001, is seeking a Product Launch Director. The role involves overseeing end-to-end product launches, collaborating with various teams, and driving continuous improvement. BlackLine fosters a culture of innovation, growth, and inclusivity, offering professional development and a wide range of benefits.
Client Service Associate
Company: JPMorgan Chase
Location: Irvine, CA
Posted Jan 23, 2025
The job posting is for a Client Service Associate role within JPMorgan Chase's Commercial Bank. The role involves managing multiple client relationships, resolving client requests, and providing support for complex treasury and cash management products. The associate will serve as the primary point of contact for assigned clients, interacting with high-level executives to resolve issues. Key responsibilities include leading client relationships, proactively determining service improvements, and customizing solutions based on client trends. Required qualifications include data analytics, change management, project management, and strong interpersonal skills. Preferred qualifications include comprehensive knowledge of Treasury Services and/or Custom Card products, a Bachelor's degree, and proficiency in Google G suites/Microsoft Office. The role involves some travel and offers a competitive total rewards package, including comprehensive health care coverage and opportunities for career growth.
Financial Solutions Advisor Registration Candidate- Consumer Investments- Peninsula Area
Company: Bank of America
Location: San Francisco, CA
Posted Jan 23, 2025
Staff I Reliability Engineer - FEDRAMP
Company: BlackLine
Location: Pleasanton, CA
Posted Jan 23, 2025
BlackLine, a leading provider of cloud software automating the financial close process, is seeking a highly skilled Staff 1 Reliability Engineer. The role involves ensuring reliability, scalability, and security of systems while maintaining FedRAMP compliance. The successful candidate will design, implement, and maintain infrastructure solutions adhering to FedRAMP requirements, collaborate with security and compliance teams, and work closely with engineering, DevOps, and security teams. The ideal candidate should have a Bachelor's degree in computer science or equivalent, 8-10+ years of experience in site reliability engineering, DevOps, or cloud infrastructure roles, and proficiency in cloud platforms and Infrastructure-as-Code tools.
Clinical Documentation Improvement Specialist - Camarillo CA
Company: UnitedHealth Group
Location: Camarillo, CA
Posted Jan 23, 2025
Merrill Private Wealth Supervision Manager
Company: Merrill
Location: Los Angeles, CA
Posted Jan 23, 2025
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Private Wealth Supervision Manager. This role involves supervising Private Wealth advisors, ensuring compliance with laws and policies, and focusing on the needs of Ultra High Net Worth Families. The manager will be client-centric, leading risk management efforts, and partnering with the Regional Managing Director and Client Relationship Manager. The ideal candidate should have Series 7, 66, 9, 10 licenses, proven risk management skills, and strong interpersonal and analytical abilities. The role offers a competitive salary range of $110,000 - $155,000 annually, discretionary incentive eligibility, and comprehensive benefits.
Registered Client Service Associate
Company: Morgan Stanley
Location: Beverly Hills, CA
Posted Jan 23, 2025
The Registered Client Service Associate role involves providing exceptional service to clients and supporting Financial Advisors/Private Wealth Advisors. Key responsibilities include client support, administrative tasks, and educating clients on digital tools. The ideal candidate should have strong interpersonal skills, detail-oriented approach, and advanced Microsoft Office skills. A high school diploma or equivalent is required, with a college degree preferred. Relevant industry experience and financial services knowledge are beneficial. The role offers a base pay between $33,280.00 and $85,000.00 per year, with potential for additional compensation.
Sr Program Manager, Worldwide Operations
Company: Palo Alto Networks
Location: Santa Clara, CA
Posted Jan 23, 2025
Palo Alto Networks is seeking an experienced Sr. Program Manager for Worldwide Operations. The role involves overseeing and driving the execution of complex projects in Supply Chain Operations, Quote to Bill (Q2B), and Salesforce.com environments. The ideal candidate should have a minimum of 5+ years of project management experience in these areas, a strong understanding of Q2B processes, and expertise in Salesforce.com implementation and integration. The role requires leading cross-functional project teams, managing timelines, resources, budgets, and scope, and collaborating with senior leadership, business stakeholders, IT, and external partners. The company values collaboration, innovation, and continuous improvement, offering a dynamic environment with diverse project portfolio and opportunities for professional growth.