Senior Financial Analyst Metropolis Technologies, Inc.Senior Financial AnalystLos Angeles, CA$95,000–$120,000 / yearProven ability to leverage generative AI and advanced data tools (e.g., LLMs, specialized financial AI agents, automated data analysis workflows) to accelerate financial modeling, synthesize market research, and automate routine reporting without sacrificing accuracy. The actual base salary offered is determined by a number of variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held, and the location of residence and/or place of employment.
Data Analytics Advisor Southern California EdisonData Analytics AdvisorRosemead, CAIn this job, you'll provide quantitative analysis and support to senior management of departments within the Legal Organization (Law, Workers' Compensation and Disability Management, Claims, and Corporate Governance) to help them manage and analyze outside counsel costs and related invoices and support regulatory filings and internal initiatives. + Gathers relevant data from various sources, including databases, spreadsheets, APIs, or data warehouses and ensures data integrity by cleaning and preprocessing it to remove errors, inconsistencies, or missing values that could affect the accuracy of the analysis.
Financial Solutions Advisor - CA Coastal Region Bank of America CorpFinancial Solutions Advisor - CA Coastal RegionMoorpark, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Senior Admissions Advisor American Career CollegeSenior Admissions AdvisorAnaheim, California$31.36–$42.34 / hourFull timeRecruits and enrolls qualified applicants into programs of study beneficial to the students’ career objectives and academic needs in an efficient and supportive manner utilizing sales and marketing techniques that may include group presentations/events, campus tours, on and off-site job fairs and other methods as applicable. Job Posting Title: Senior Admissions Advisor Choose To Make A Difference: As an Senior Admissions Advisor for a certified Great Place to Work, you will guide prospective students on their path towards a career in healthcare.
Private Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA) Silver Air Private JetsPrivate Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA)Beverly Hills, CARemote$300,000–$1,200,000 / yearThe centers of influence you'll cultivate: wealth advisors and multi-family offices, tax attorneys and estate counsel, private bankers, executive assistants and chiefs of staff, security and executive protection professionals, luxury real estate principals, private club memberships, and the philanthropic and board circles where these people actually spend their time. Articulate the full value proposition: invitation-only access, tail-specific aircraft selection, Mechanical Recovery Guarantee, curated one-ways, and a luxury lifestyle partner network most clients don't know exists.
Private Client Advisor Marsh McLennanPrivate Client AdvisorNorwalk, CaliforniaWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Financial Solutions Advisor - Registration Candidate - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Northwest Houston AreaCypress, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Business Solutions Advisor - Burbank Valley Market area Bank of America CorpBusiness Solutions Advisor - Burbank Valley Market areaSun Valley, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Project Advisor Volunteers of America Los AngelesProject AdvisorLos Angeles, CA$25.94–$27.30 / hourAbility to perform under circumstances of possible emotional stress and conflicts dealing with difficult, uncooperative, and potentially aggressive clients as VOALA serves the neediest of the needy in our programs which may include clients with homelessness, mental-illness, substance abuse, recently released from incarceration and other challenges. VOALA provides a variety of social services to Los Angeles area communities such as Head Start programs, Upward Bound college prep programs, veterans services, homeless shelters, low-income housing program as well as drug and alcohol rehabilitation.
Business Relations Advisor Nuvant Consulting GroupBusiness Relations AdvisorLos Angeles, CAFull timeAbout the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.
Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required Bank of America CorpFinancial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish RequiredWhittier, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Service Advisor Airport Marina HondaService AdvisorLos Angeles, CA$4,000–$7,000Currently we are seeking employment for Service Advisors positions and welcome all candidates with vehicle repair backgrounds and selling capabilities. Oversee technicians working on customers' vehicles, including their time management/efficiency, parts ordering, job completion times.
NewPrivate Client Advisor Columbia Banking System IncPrivate Client AdvisorLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Customer Energy Programs Senior Advisor Southern California EdisonCustomer Energy Programs Senior AdvisorIrwindale, CAThis position leads complex program initiatives, drives digital transformation and operational excellence, oversees regulatory compliance and vendor performance, and partners across the enterprise to deliver measurable improvements in customer experience, program effectiveness, and operational efficiency. The Customer Energy Programs, Senior Advisor plays a critical leadership role in advancing customer assistance and energy affordability programs by translating regulatory requirements and business goals into effective, customer-focused solutions.
Business Solutions Advisor - Greater Covina Market Bank of America CorpBusiness Solutions Advisor - Greater Covina MarketEl Monte, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Financial Advisor - Greater Los Angeles And Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles And Surrounding AreaBurbank, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Ventura County Thrivent Financial for LutheransFinancial Advisor - Ventura CountyWoodland Hills, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for LutheransAssociate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CARedondo Beach, CAAs an Associate Financial Advisor, youll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.
Financial Advisor Paul Mitchell SchoolsFinancial AdvisorPasadena, CA$22–$25 / hourFull timeYou will spend your days preparing essential paperwork for grants and loans, counseling future beauty professionals and their families on financial aid eligibility and guidelines, and ensuring that all financial files are meticulously compliant with regulations. Our 15,000-square-foot campus offers programs in cosmetology, hair styling, barbering, skincare, and nail care, attracting students and guests from all over the region.
Business Analysis Advisor - Business Intelligence The PNC Financial Services Group IncBusiness Analysis Advisor - Business IntelligenceCalabasas, CA$60,000–$150,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorLos Angeles, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
IT Operations Service Management, Senior Advisor Southern California EdisonIT Operations Service Management, Senior AdvisorRosemead, CAYou will provide oversight and strategic direction to the Manage Service Provider (MSP) to ensure efficient service delivery to T&D business users and to manage the day-to-day responsibilities to support and maintain applications in T&D; Follow up on application services and problem escalations, partner with architects, and drive service excellence for our T&D Grid Resilience applications; Ensure customer satisfaction throughout the application service process and communicate and coordinate with business and other IT teams and leadership to ensure appropriate integration of operational activities. You will have a key role in supporting our PSPS, Vegetation Management and Inspections applications, and will partner and effectively collaborate with the business and other operational towers within IT (like Infrastructure, Security, and Service Integration) to ensure operational efficiency.
Financial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial CenterWoodland Hills, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewMedical Dir, Physician Advisor & UM City of HopeMedical Dir, Physician Advisor & UMDuarte, CAWorking closely with physicians, nursing leadership, case management, revenue cycle, quality, and executive leadership, this role ensures patients receive the appropriate level of care at the appropriate time while promoting efficient patient throughput and exceptional clinical outcomes. This is an exceptional opportunity for a physician who is passionate about improving care delivery, partnering with multidisciplinary teams, and driving strategic initiatives that enhance patient outcomes, optimize resource utilization, and support the financial integrity of a world-class academic healthcare organization.
Clinic Growth Advisor Covetrus IncClinic Growth AdvisorLos Angeles, CARemote$94,320–$134,760 / yearServe as a conduit between the clinic and product development, service, and data analytics to provide customer feedback on such things as enhancements, tools needed, marketing solutions, and competitive intelligence to continue to drive vRXPro adoption and utilization. High touch customers: Strong focus on top-tier or strategically significant clinics to drive partnerships with our technology offerings for our clinics' long-term success.
Contractor Performance Management Senior Advisor Southern California EdisonContractor Performance Management Senior AdvisorRosemead, CALeads the strategic direction of monthly Contractor performance reviews Company wide, including meeting with OU leads/SMEs to assist in the design and implementation of CPM tools (Scorecards, Triggers; Controls, etc.) across the enterprise. + Visit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
Financial Solutions Advisor - Central OC Bank of America CorpFinancial Solutions Advisor - Central OCLos Alamitos, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Water Management Program, Environmental Science Advisor Southern California EdisonWater Management Program, Environmental Science AdvisorRosemead, CAAbility to coordinate with regulatory agencies (DDW, RWQCB), support inspections, prepare technical reports including DDW Annual Reports and Consumer Confidence Reports, respond to compliance issues, and assess impacts of emerging regulations. + Experience supporting industrial wastewater, facility stormwater, and NPDES compliance programs, including permit implementation, sampling, monitoring, reporting, and regulatory submittals under the Clean Water Act.
Cybersecurity Advisor- CSOC Program Management Southern California EdisonCybersecurity Advisor- CSOC Program ManagementRosemead, CACoordinates and performs appropriate maintenance to ensure reliable and secure performance of the security systems, including applying security patches, implementing version upgrades, modifying and improving services, and performing ongoing operational management tasks. + Prepares and updates Plan of Actions & Milestones (POA&M) that identify security weaknesses, establish milestones, and implements compensating controls for remediating these weaknesses, while tracking the progress and effectiveness of the remediation.
Senior Advisor, Customer Service Continuous Improvement Southern California EdisonSenior Advisor, Customer Service Continuous ImprovementIrwindale, CAIncident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed. Become a Senior Advisor, Customer Service Continuous Improvement at Southern California Edison and play a critical role in transforming the customer experience through operational excellence and innovation.
Avp, Financial Consulting Axos BankAvp, Financial ConsultingLos Angeles, CAAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Employee Communications Senior Advisor Southern California EdisonEmployee Communications Senior AdvisorRosemead, CAVisit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! + Serves as a Public Information Officer (PIO) during Incident Management Team activations, playing a vital role in supporting our customers and communities during emergencies.
NewMcqueen Client Advisor, Saks Beverly Hills Kering GroupMcqueen Client Advisor, Saks Beverly HillsBeverly Hills, CA$24–$26 / hourAt Alexander McQueen, we live and breathe a culture defined by our key Behaviours: Empowerment- We empower our team and peers, providing unwavering support to ensure everyone can thrive; this means giving support to your team and those you are working with to succeed. Act in compliance to Company procedures and guidelines on visual merchandising, operational guidelines and stock procedures, as well as cash activity, inventory, logistics and all main reporting activities requested by head office, ensuring that Company policies and procedures are proactively executed.
Communications Copy Editor Advisor Southern California EdisonCommunications Copy Editor AdvisorRosemead, CAYou will lead the development and refinement of written content through copy editing and line editing, delivering high-quality work, often under tight deadlines, while applying GEO/SEO best practices, and aligning messaging with business priorities and enterprise content strategy. In this job, you'll shape shape how Southern California Edison communicates with millions, driving enterprise-wide copy-editing excellence and ensuring clear, compelling content for high-visibility internal and external channels (sce.com, edison.com,
Financial Solutions Advisor - West Hills Region Bank of America CorpFinancial Solutions Advisor - West Hills RegionRedondo Beach, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - West Hills Region Redondo Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Inglewood, California; San Pedro, California; Long Beach, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Utility Regulatory Affairs Senior Advisor Southern California EdisonUtility Regulatory Affairs Senior AdvisorRosemead, CAIn this job, you'll be developing and advocating the Company's positions associated with wholesale generation and energy storage interconnections to SCE's distribution system, including managing the development of revisions to SCE's wholesale distribution access tariff. Become a Utility Regulatory Affairs Senior Advisor at Southern California Edison (SCE) and help meet our goals of interconnecting clean energy resources to SCE's grid.
Senior Solutions Architect, Financial Services GitLab IncSenior Solutions Architect, Financial ServicesCA$154,200–$231,300 / yearIn your first year, you''ll focus on driving successful GitLab platform adoption in commercial financial services accounts across time zones in North America, influencing revenue growth through solution selling, and building long-term, trust-based relationships that highlight GitLab''s differentiated position in an AI-driven DevSecOps landscape for regulated industries. Reporting to a regional Solutions Architect Manager and partnering closely with Account Executives and cross-functional teams, you''ll own technical evaluations (including proofs of value and workshops), shape architectures that fit financial services constraints, and serve as the voice of these customers back to Product Management.
Private Client Advisor Columbia BankPrivate Client AdvisorLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Business Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese Required Bank of America CorpBusiness Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese RequiredWestminster, CA$26–$34.67 / hourResponsibilities:Recommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experienceRequired Qualifications:Bilingual Vietnamese required. On screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients.
NewSenior Accounting/Financial Manager University of Southern CaliforniaSenior Accounting/Financial ManagerLos Angeles, CA$155,608–$160,000 / yearWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. In addition to managing and developing a high-performing team, the successful candidate will champion operational excellence by identifying opportunities to improve business processes, streamline financial operations, and enhance service delivery across Provost Finance.
Financial Due Diligence Manager Grant Thornton LLPFinancial Due Diligence ManagerLos Angeles, CA$128,000–$192,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. As a Financial Due Diligence Manager, youll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice- all with the resources, environment, and support to help you excel.
Financial Due Diligence Senior Associate Grant Thornton LLPFinancial Due Diligence Senior AssociateLos Angeles, CA$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Business Solutions Advisor - West Los Angeles Financial Center Bank of America CorpBusiness Solutions Advisor - West Los Angeles Financial CenterCA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Senior Energy Operations Advisor Southern California EdisonSenior Energy Operations AdvisorRosemead, CAIn this job, you will perform monthly payments on a variety of energy-related products and provide analytic support over a portfolio of utility owned generation, power purchase agreements, and demand response resources. + Visit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
Financial Aid Advising Coordinator PageUpFinancial Aid Advising CoordinatorLos Angeles, CaliforniaEssential Functions : Under the general direction of the Associate Director of Financial Aid, the Financial Aid Advising Coordinator is responsible for serving as a subject matter expert and developing effective and proactive advising strategies and solutions for all Financial Aid applicants and recipients. The Financial Aid Advising Coordinator shall also serve as the primary Advisor Lead and is responsible for performing program coordination, reviewing eligibility, responding to a high volume of requests for information, and shall serve as the main point of contact for walk-in and phone traffic.
SVP, Private Client CRE Lending Officer - RJ Bank Raymond James Financial IncSVP, Private Client CRE Lending Officer - RJ BankLos Angeles, CA$175,000–$225,000 / yearUnder minimal supervision and with a high level of autonomy, the SVP / Senior Private Client Lending CRE Officer will use extensive CRE Lending experience to originate, structure, underwrite, and manage customized CRE Lending solutions for HNW and UHNW clients of Raymond James. As the West Coast's Senior Private Client CRE Lending Officer, you will serve as the primary banking partner to top-tier Financial Advisors and their HNW/UHNW clients, with significant autonomy, national support, and long-term franchise-building potential.
Physician Advisor, Utilization Management (CA License Required) Alignment Healthcare IncPhysician Advisor, Utilization Management (CA License Required)CA$172,364–$258,547 / yearDedication to the delivery of high-quality, cost-effective, efficient patient care services • Effective written and oral communication skills; ability to establish and maintain a constructive relationship with diverse members, management, employees and vendors • Mathematical Skills: Ability to perform mathematical calculations and calculate simple statistics correctly • Reasoning Skills: Ability to prioritize multiple tasks; advanced problem-solving; ability to use advanced reasoning to define problems, collect data, establish facts, draw valid conclusions, and design, implement and manage appropriate resolution • Problem-Solving Skills: Effective problem solving, organizational and time management skills and ability to work in a fast-paced environment. The Physician Advisor works with Senior Medical Officers, Regional Medical Officers, Extensivists, the Healthcare Services Team (Case managers, Social Workers, Utilization Managers) to develop and implement methods to optimize use of Institutional and Outpatient services for all patients while also ensuring the quality of care provided.
Client Specialist BairdClient SpecialistBell, PennsylvaniaResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
NewDirector-Financial Reporting -Net Patient Revenue-ABQ Presbyterian Healthcare ServicesDirector-Financial Reporting -Net Patient Revenue-ABQCAStarting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, employees, board members, and other volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans. This role will play a central part in implementing new revenue analytics and estimation technologies, including Kodiak Revenue Cycle Analytics, while partnering with Revenue Cycle, Government Reimbursement, Financial Reporting, and Operational leadership to enhance reporting accuracy and support critical business decisions.
Partner Development Manager Financial Insight Technology, IncPartner Development ManagerCARemote$140,000–$180,000 / yearAbout the Job: The Partner Development Manager, Business Development Channels, is a strategic, high-impact role responsible for securing and expanding relationships with Business Development partners, including large wirehouses, banks, and decentralized Registered Investment Advisor (RIA) firms. Contract Negotiation: Partner with VP of Sales & Account Management on complex negotiations for Master Services Agreements (MSAs), partnership contracts, and subsequent renewals, ensuring favorable terms for pricing, service levels, and legal obligations.