Trusted Advisor Jobs in San Francisco, CA
113,251 open positions · Updated daily
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.
AVP, Regional Consulting
Company: LPL Financial
Location: San Diego, CA
Posted Dec 12, 2024
LPL Financial is seeking a dedicated and experienced AVP Regional Consulting to drive the distribution of LPL Business Solutions in their assigned sales territory. The role requires strong executive presence, the ability to interact with and influence LPL Advisors, and a client-focused team approach. The ideal candidate should have a deep knowledge of customers' challenges and be able to work closely with them to overcome those challenges. The position offers a competitive salary range, a highly competitive LPL Total Rewards package, and the opportunity to make a real impact in a supportive and responsive work environment.
Customer Engagement Manager
Company: Dow Jones
Location: Los Angeles, CA
Posted Dec 12, 2024
The job description for the Dow Jones Customer Service role is for a position that provides great service for customers and great experiences for employees. The team delivers impactful experiences by helping customers access trusted news and business information from Dow Jones' marquee brands. The role involves developing a deep understanding of premium products, creating and reviewing content for various webinars and workshops, and providing individualized customer service. The company offers a comprehensive benefits package and is an equal opportunity employer.
People Ops & Office Coordinator
Company: Scribe
Location: San Francisco, CA
Posted Dec 11, 2024
Scribe is a fast-growing company with over 3 million users across 450,000 businesses. They are buildingers who care deeply about their teammates and want to win together. They embrace values such as Accelerate impact, Raise the bar, Make our users heroes, Clear is kind, Rapid learning machine, One team one dream.
Junior Legal Counsel
Company: Sonos
Location: Los Angeles, CA
Posted Dec 12, 2024
The Junior Legal Counsel will serve as part of Sonos' corporate legal group and help advise their global and regional marketing teams. The role involves cross-functional collaboration, legal advice, contract review, brand protection, and compliance. The candidate should have a relevant legal background, strong communication skills, and be able to work in cross-functional teams. The role is based in Santa Barbara, CA, or Los Angeles, CA, with remote work allowed.
Sales Engineer
Company: Rhombus Systems
Location: Sacramento, CA
Posted Dec 13, 2024
Rhombus is a company that aims to make the world a safer place by providing a centralized platform that combines intelligent cameras, sensors, and AI analytics. They have a solid product-market fit, with customers loving their solution and it making a profound impact. The company is backed by incredible investors who believe in transforming the world of physical security with enterprise-grade technology. They are looking for a Sales Engineer to help with prospects, technical questions, API integrations, and building custom features to close sales. The role is based in Sacramento, CA, and offers a competitive salary, equity options, flexible schedule, excellent healthcare coverage, and family leave policy.
AVP, Assistant General Counsel
Company: LPL Financial
Location: San Diego, CA
Posted Dec 11, 2024
LPL Financial is seeking an experienced attorney to join its corporate legal advice team as Assistant Vice President (AVP) and Assistant General Counsel. The ideal candidate should have relevant experience within a law firm performing transactional level work and counseling the financial services industry, with a focus on the broker-dealer and retail investment advisory business. The position requires excellent communication skills, keen strategic thinking, and the ability to perform thorough legal research and document analyses. The candidate will also be expected to draft and present legal documents related to compliance with applicable rules, regulations, and legal risks.
Named Account Manager - EDU
Company: Palo Alto Networks
Location: Sacramento, CA
Posted Dec 11, 2024
Palo Alto Networks is a company that aims to be the cybersecurity partner of choice, protecting digital lives and shaping the future of cybersecurity. They value innovation, collaboration, and integrity, and offer ongoing learning and personal wellbeing programs. The Named Account Manager role is a significant driver of company revenue and growth, involving leading and driving sales engagements, driving and orchestrating complex sales cycles, and understanding the competitive landscape and customer needs.
Enterprise Customer Success Manager
Company: Udemy
Location: San Francisco, CA
Posted Dec 12, 2024
Udemy is looking for an Enterprise Customer Success Manager to partner with their largest customers and maximize the value they achieve with Udemy Business. The ideal candidate has 7+ years of B2B SaaS customer success account management experience, working with large enterprise-level accounts. The role involves developing individual success plans for each customer, consulting with customers on their internal learning and development strategy, and building trusted advisor relationships at the executive level.
Financial Advisor
Company: Wealth Enhancement Group
Location: Sacramento, CA
Posted Dec 13, 2024
Wealth Enhancement Group is a well-established independent wealth management firm with a passion for enriching clients' lives. They offer personalized financial planning with their Roundtable and UniFi processes, providing unique financial plans and investment management services to over 61,000 households. The company has been raising the standard of wealth management since 1997, offering specialized knowledge and more attentive service to help clients craft their future. They are currently looking for a Financial Advisor to work in their Elk Grove office, Illinois, to help clients achieve their financial goals and provide excellent client service.
Procurement Operations Analyst
Company: BlackLine
Location: Los Angeles, CA
Posted Dec 12, 2024
The text describes a role within BlackLine, a company that specializes in finance automation. The role involves reviewing and processing purchase requests, analyzing data, developing SOPs, and leading projects. The ideal candidate should have excellent communication skills, proficiency in Microsoft Office and SaaS tools, and a strong understanding of procurement processes. The company offers professional development opportunities and is committed to diversity and inclusion.
Senior Analyst, Finance, FP&A
Company: LPL Financial
Location: San Diego, CA
Posted Dec 12, 2024
LPL Financial is seeking a strong candidate to join their Financial Planning and Analysis (FPampA) team. The ideal candidate should have a combination of strong business acumen, technical, and corporate finance knowledge, high attention to detail, and excellent communication skills. The role involves collaborating with leaders in Finance, Corporate Development, and Business Units to support growth objectives, create analyses, financial models, management reporting, and robust forecasts.
Implementation Manager
Company: BuildOps
Location: Los Angeles, CA
Posted Dec 12, 2024
BuildOps is a fast-paced, high-growth startup aiming to transform the $30 billion construction industry through its all-in-one platform. They are seeking a skilled Implementation Manager to help communicate the value of their solution to customers and ensure successful deployments. The role requires experience in deploying B2B SaaS solutions, working in a team environment, and solving complex problems.