Management Consultant jobs in United States, California, Los Angeles
EY Financial Services Organization - Wealth Asset Management Au... United States, California, Los Angeles
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You'll help our clients meet their reporting requirements by accurately reporting on financial statements and providing meaningful insights into accounting and reporting matters. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You'll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.
Your key responsibilities
Everything you'll do will come back to providing exceptional audit activities for our clients. Colleagues and clients from a diverse array of backgrounds will look to you first for answers, so you'll be a high-profile contact when it comes to resolving complex issues. As you build your knowledge and experience, you'll become a credible advisor, influencing clients and engagement teams on resolutions that will impact entire industries.
Skills and attributes for success
· Leading fieldwork, managing performance and keeping engagement leaders updated on audit engagements
· Completing audit processes and documenting higher-risk areas to increase your technical and business skills
· Engaging clients and providing authoritative advice and professionalism throughout transactions
· Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
· Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
To qualify for the role you must have
· A bachelor's degree in an accounting, finance or business discipline, supported by approximately 2 years' work experience as an auditor in a public accounting firm
· US CPA licensure in your work state
· Experience leading the planning, execution and reporting on audits in the Banking & Capital Markets sector
· Working knowledge of US GAAP
· Excellent communication and negotiation skills and a collaborative approach to management
· The flexibility to constantly learn and adapt in a fast-paced environment
· The ability and willingness to travel and work in excess of standard hours when necessary
· Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations
Ideally, you'll also have
Knowledge of current market issues in the Wealth and Asset Management sector in the US
What we look for
We're interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you'll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you're serious about auditing and ready to take on some of our clients' most complex issues, this role is for you
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $79,200 to $130,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $95,000 to $148,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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Palo Alto Solution Consultant United States, California, Los Angeles
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Being the cybersecurity partner of choice, protecting our digital way of life.
Your Impact
- Stay abreast of the latest trends in cloud security and AI/ML
- Define product requirements and manage requirements backlog
- Run design partner programs to validate new product ideas with customers
- Partner with engineering and DevOps to deliver cloud security solutions on a SaaS platform
- Enable sales and marketing with market insights and product training
- Collaborate with customer success and field organization to delight customers
- Collaborate with other Palo Alto Networks product teams to bring integrated cloud security solutions to market with unique customer value proposition
Your Experience
- BS/MS in EE or Computer Science preferred or equivalent military experience required
- 5-7+ years of product management experience, ideally on SaaS products
- Domain experience in cloud technologies such as AWS, Azure, GCP
- Domain experience in cybersecurity
- Domain knowledge of AI/ML technologies
- Experience in managing products that deal with big data and have great UX design
- Experience in driving high-velocity product releases using Agile methodology
- Experience in building products in a hyper-growth market with rapidly changing technology and a competitive landscape
- Experience in making product decisions based on imperfect market data
- Excellent written, verbal, and interpersonal skills
Compensation Disclosure
The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $171,200 - $276,800/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .
All your information will be kept confidential according to EEO guidelines.
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Bank Of America Wealth Management Specialist United States, California, Los Angeles
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Job Description:
This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations.
Private Wealth Relationship Managerposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
Role Responsibilities
Identify and own the client onboarding process
Document client interactions and provide team with time sensitive updates
Execute on team service model
Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
Engage specialists/partners to address client's needs
Identify and own the client off boarding process
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations
Role Requirements
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
EY Risk Consulting - Digital Senior Consultant United States, California, Los Angeles
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The objective of our consulting risk services is to provide clients with a candid and reliable overview of their risk landscape. Our solutions can be used by our clients to build confidence and trust with their customers, the overall market and when required by regulation or contract
Your key responsibilities
You will operate as a fieldwork leader to assist clients in employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. You can expect to work with client personnel to analyze, evaluate, and enhance information systems facilitating the business internal control process, and will assist clients and other Digital Risk professionals in performing information technology control and security engagements.
Skills and attributes for success
- Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments, and other planning documents. Work with the engagement team to document the business processes dependent on information technology. Serve as a fieldwork leader by directing the daily progress of fieldwork, informing supervisors of engagement status, and managing staff performance.
- Demonstrate and apply a thorough understanding of complex information systems. Use knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues, and communicate this information to the engagement team and client management through written correspondence and verbal presentations. Demonstrate and apply strong project management skills, inspire teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and services.
To qualify for the role you must have
- A bachelor's or master's degree
- A minimum of 2 years of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry
- Bring your experience in applying relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) Service Organization Controls Reporting engagements; and/or (d) ERP security and control reviews (Oracle, SAP, PeopleSoft)
- We would expect for you to be available to travel outside of their assigned office location at least 50% of the time, plus commute within the region (where public transportation often is not available). Successful candidates must work in excess of standard hours when necessary. A valid passport is required.
Ideally, you’ll also have
- A bachelor's or master's degree in business, accounting, finance, computer science, information systems, engineering, or a related discipline
- CPA, CA, CISA, CISSP, CISM, CBCP, CIA, CIPP, CGEIT certification is desired; non-certified hires are required to become certified to be eligible for promotion to Manager.
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
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JPMorgan JP Morgan Wealth Management – Private Client United States, California, Los Angeles
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As a Product Implementation Vice President within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of technical commercial product implementations. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
- Own the product implementation and training experience for your assigned clients
- Meet and connect with clients through Zoom, Email and other collaborative technologies
- Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
- Manage client and partner expectations and understanding throughout the implementation process
- Implement mixed payable solutions and support our clients with file mapping exercises
- Work with partners in Operations and Product Management to streamline processes
- Identify instances of business risk and show ownership of issues when they arise
- Scope client requests and translate business requirements into detailed technical specifications for treasury services
- Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
- Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
- Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required qualifications, capabilities, and skills
- 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
- Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
- Ability to clearly communicate, partner and influence - leading others to a common goal
- Exhibit adherence to policy and procedures and meet or exceed established SLA
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
- Experience in coaching or mentoring employees and proven ability to successfully manage conflict
- Strategic thinking with the ability to adapt to change
- Microsoft Office Suite experience and project Management, Payments and Receivables experience
- Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space
Preferred qualifications, capabilities, and skills
- Bachelor of Science or Bachelor of Arts Degree
- Passion for learning new operating models, technologies, and industry trends
- Technical client consulting experience to support technical roles
- PMP or other Project Management Certifications
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
- Help the community through expansive volunteer opportunities
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
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JPMorgan Asset Management - Real Estate Investment Specialist United States, California, Los Angeles
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- Partners with the Global and Regional Product leads to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
- Considers and plans for upstream and downstream implications of new product features on the overall product experience
- Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
- Supports the rollout of new systems by working closely with the Technology team, ensures that new systems align with product goals and enhance the client experience
- Assists on preparing for reviews by internal audit teams and external bodies, such as the Office of the Comptroller of the Currency (OCC)
- Contributes to building a framework for tracking key success metrics for the product, including cost, features, risk, and reliability
- Works with Finance partners to ensure accurate reporting of financial performance, including Profit and Loss (P&L) for global Structured Working Capital (SWC)
- Manage the Product book of works
- 3+ years of experience or equivalent expertise in product management or a relevant domain area
- Trade product management experience
- Proficient knowledge of the product development life cycle
- Experience in product life cycle activities including discovery and requirements definition
- Developing knowledge of data analytics and data literacy
- Experience in Inventory Finance, preferred
- Experience within Receivables Finance with Bank or Factoring company
- Experience in working on innovative solutions for clients and developing the product to address bespoke client and market needs
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Bank Of America Registered Wealth Management Client Associate United States, California, Los Angeles
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Required Qualifications:
- FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
- Displays advanced industry knowledge and understanding of investment products
Desired Qualifications:
- Energetic individual that is self-motivated, coachable and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibilities
- Detail oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs, delivering complex solutions
- Frequent communication and an abundance of discretion with sensitive information
- Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
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You'll help our clients meet their reporting requirements by accurately reporting on financial statements and providing meaningful insights into accounting and reporting matters. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You'll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.
Your key responsibilities
Everything you'll do will come back to providing exceptional audit activities for our clients. Colleagues and clients from a diverse array of backgrounds will look to you first for answers, so you'll be a high-profile contact when it comes to resolving complex issues. As you build your knowledge and experience, you'll become a credible advisor, influencing clients and engagement teams on resolutions that will impact entire industries.
Skills and attributes for success
· Leading fieldwork, managing performance and keeping engagement leaders updated on audit engagements
· Completing audit processes and documenting higher-risk areas to increase your technical and business skills
· Engaging clients and providing authoritative advice and professionalism throughout transactions
· Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
· Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
To qualify for the role you must have
· A bachelor's degree in an accounting, finance or business discipline, supported by approximately 2 years' work experience as an auditor in a public accounting firm
· US CPA licensure in your work state
· Experience leading the planning, execution and reporting on audits in the Banking & Capital Markets sector
· Working knowledge of US GAAP
· Excellent communication and negotiation skills and a collaborative approach to management
· The flexibility to constantly learn and adapt in a fast-paced environment
· The ability and willingness to travel and work in excess of standard hours when necessary
· Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations
Ideally, you'll also have
Knowledge of current market issues in the Wealth and Asset Management sector in the US
What we look for
We're interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you'll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you're serious about auditing and ready to take on some of our clients' most complex issues, this role is for you
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $79,200 to $130,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $95,000 to $148,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
