60518 Automotive Service Advisor/Writer Stewart Chrysler Jeep Dodge Ram60518 Automotive Service Advisor/WriterSan Mateo, CAFull timeStewart Chrysler Dodge Jeep Ram is looking for experienced Service Advisors to join our industry leading service team! Service Advisors / Automotive Service Consultants interpret customer needs for the mechanics.
27086 Automotive Service Advisor/Writer Boardwalk Chrysler Dodge Jeep Ram27086 Automotive Service Advisor/WriterRedwood City, CAFull timeBoardwalk Chrysler Dodge Jeep Ram is hiring experienced Service Advisors to join our family owned and operated dealership! In business for 40 years, we know how to best serve our customers – by taking care of our employees!
NewBrand Standards, Guest Experience & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience & Food Safety AdvisorOakland, CA$53,600–$80,300 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewBrand Standards, Guest Experience, & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience, & Food Safety AdvisorOakland, CA$53,600–$80,300 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewService Advisor Hendrick Automotive Group CorporateService AdvisorPleasanton, CaliforniaFull timeWork includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
NewFreelance Luxury Client Advisor AtriumFreelance Luxury Client AdvisorSan Jose, CA$30–$35 / hourTheir boutiques offer a refined, client-first experience that emphasizes authenticity, service, and long-term relationships, and they are looking for a Freelance Luxury Client Advisor for their San Jose location. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.
Customer Advisor CarMax IncCustomer AdvisorPleasanton, CAAssociates considered full-time salaried are entitled to paid time away with no specified limit as needed for sick, vacation, bereavement, jury duty, holidays, floating holiday, etc. With over 250 store locations and over 30,000 associates, we are proud to have been recognized as one of the Fortune 100 Best Companies to Work For and are committed to helping our communities thrive.
Customer Service Advisor (Heavy Equipment Parts & Service Sales) Pape' Machinery, IncCustomer Service Advisor (Heavy Equipment Parts & Service Sales)Fremont, CAFull timeProgressive Vacation Plans, Sick Leave & Paid Holidays – Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers’ needs are, recommending solutions, and providing these services to them.
NewIndustry Advisor Customer Data Strategy ClifyXIndustry Advisor Customer Data StrategySan Ramon, CAThis role will be responsible for shaping the end-to-end value proposition-spanning customer data strategy, identity resolution, CDP/MarTech ecosystems, and AI-led activation-while translating it into measurable business outcomes for US retailers. Strong Experience in Retail - having worked with Industry leading Retailers in US; Business understanding of Customer Data Strategy, Loyalty and Personalization and how that impacts the Retail Business.
Industry Advisor Customer Data Strategy ClifyX, INCIndustry Advisor Customer Data StrategySan Ramon, CAThis role will be responsible for shaping the end to end value proposition spanning customer data strategy, identity resolution, CDP/MarTech ecosystems, and AI led activation while translating it into measurable business outcomes for US retailers. Strong Experience in Retail having worked with Industry leading Retailers in US; Business understanding of Customer Data Strategy, Loyalty and Personalization and how that impacts the Retail Business.
Industry Advisor Customer Data Strategy Tata Consultancy Services LtdIndustry Advisor Customer Data StrategySan Ramon, CA$170,200–$230,300 / yearThis role will be responsible for shaping the end‑to‑end value proposition-spanning customer data strategy, identity resolution, CDP/MarTech ecosystems, and AI‑led activation-while translating it into measurable business outcomes for US retailers. Strong Experience in Retail - having worked with Industry leading Retailers in US; Business understanding of Customer Data Strategy, Loyalty and Personalization and how that impacts the Retail Business.
NewCustomer Service Advisor (Heavy Equipment Parts & Service Sales) The Pape Group, IncCustomer Service Advisor (Heavy Equipment Parts & Service Sales)Fremont, CAProgressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers' needs are, recommending solutions, and providing these services to them.
Customer Service / Benefits Advisor (Work from home) - AO Globe Life AO Globe LifeCustomer Service / Benefits Advisor (Work from home) - AO Globe LifeSan Francisco, CaliforniaRemoteWe’re one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If you’re looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorSan Francisco, CARemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Outlet Customer Experience Specialist, Advisor Best Buy Co IncOutlet Customer Experience Specialist, AdvisorMilpitas, CAAs the Sales Consultant - Appliance Outlet you will: Implement assigned responsibilities from store leadership in outlet area to engage customers using selling skills to build complete, connected solutions while maintaining a balance of high velocity and high service. The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services.
Customer Service / Benefits Advisor (Work from home) AO Globe Life - Simonne LeBlancCustomer Service / Benefits Advisor (Work from home)San Francisco, CARemoteFull timeWe’re one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If you’re looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.
Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)SF, CARemoteFull timeThey cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
Financial Solutions Advisor - Parkside Financial Center Bank of America CorpFinancial Solutions Advisor - Parkside Financial CenterSan Francisco, CAMerrill 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.). 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 solutions.
Financial Solutions Advisor Registration Candidate- East Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, 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.").
Financial Solutions Advisor Registration Candidate- Silicon Valley Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketMountain View, 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.").
NewSr Banker (Advisor Services, UHNW) The Charles Schwab CorpSr Banker (Advisor Services, UHNW)San Francisco, CAMaintain full awareness of status for all Advisor Services Ultra High Net Worth banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Advisor Services Ultra High Net Worth clients.
Senior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearSince our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees. Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies.
Startup Advisor Initio CapitalStartup AdvisorSan Francisco, CARemote$80,000–$170,000We are inviting experienced professionals to join Initio Capital as independent Startup Advisors / Business Consultants, working flexibly with early-stage founders across our platform. We work hands-on with startups at the idea, pre-seed, and early growth stages—supporting them across strategy, go-to-market, fundraising, operations, and execution.
Automotive Service Advisor | $80K-$120K+ | No Weekends- 2216 PromotiveAutomotive Service Advisor | $80K-$120K+ | No Weekends- 2216Oakland, CA$35–$40 / hourWe're looking for an experienced Automotive Service Advisor who enjoys helping customers, building trust, and being part of a team-focused culture. We believe great service advisors succeed by building trust and creating exceptional customer experiences—not through pressure or gimmicks.
VP, Wealth Management Advisor - San Francisco Bay Area FidelityVP, Wealth Management Advisor - San Francisco Bay AreaSan Francisco, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products .
Data & AI Solution Advisor - WEST SAP SEData & AI Solution Advisor - WESTSan Francisco, CAAdditionally, you carry critical accountability for cross‑entity enablement, aligning and empowering account teams, solution advisors, delivery organizations, and ecosystem with the guidance, frameworks, and clarity required to execute consistently and confidently in technology integration and acquisition scenarios. Acting as a trusted advisor to customers and internal stakeholders, you translate complex integration challenges into clear, holistic, and differentiated SAP Data & AI strategies and architectures, reinforcing customer trust and safeguarding long‑term investments.
Assistant to Financial Advisor Cathay General BancorpAssistant to Financial AdvisorCupertino, CAp>Skills Ability to be proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook), strong communication and presentation skills, excellent follow-up and organizational skills, ability to work successfully both independently and as a team player, be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills. We welcome applications for employment from all qualified candidates regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex, including pregnancy and related medical conditions, childbirth, and breastfeeding, reproductive health decision-making, sexual orientation, gender identity, expression, genetic information or characteristics, disability, or medical condition, military status, or status as a protected veteran, or any other status protected by applicable law.
J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - San Francisco, CASan Francisco, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
J.P. Morgan Advisors - Wealth Planner - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Wealth Planner - San Francisco, CASan Francisco, CAChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
NewInternal Advisor Consultant TIAAInternal Advisor ConsultantSan Francisco, CaliforniaIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase & CoAsset Management - Client Advisor - RIA Channel, Northern CaliforniaSan Francisco, CAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P.
Advisor Network Member – Equity Capital Raising Initio CapitalAdvisor Network Member – Equity Capital RaisingSan Francisco, CARemote$5,000–$7,000As a RaiseOS Advisor, you’ll leverage your expertise and network to guide clients through the fundraising process while earning competitive compensation for successful outcomes. RaiseOS, powered by Initio Capital, is a modern capital-raising platform designed to help founders and fund managers efficiently close equity rounds.
Service Advisor Stevens Creek LincolnService AdvisorSan Jose, CaliforniaThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. Past experience as a service advisor, assistant lane manager or service consultant is a plus.
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionSan Francisco, CA$104,800–$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
Financial Advisor Northwestern MutualFinancial AdvisorSan Francisco, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Career Coach (Independent Advisor) Career Launch AICareer Coach (Independent Advisor)San Francisco, CARemote$60,000–$150,000Career Launch AI is a career acceleration platform that helps ambitious professionals land competitive roles in consulting, finance, tech, strategy, and high-growth startups. Career Launch AI mentors operate as independent career coaches and advisors, matched with motivated candidates actively pursuing high-impact roles.
Style Advisors, San Ramon EquinoxStyle Advisors, San RamonSan Ramon, CAPart timeFor more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/. In addition to Equinox, our other brands, SoulCycle and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life.
Service Advisor Pape' KenworthService AdvisorSan Leandro, CA$27.20–$39.44 / hourFull timeAs our Service Advisor, you will ensure that all service department work orders are opened, maintained, proofed, and closed in the most efficient way possible, all while ensuring you provide an excellent experience for our customers. Progressive Vacation Plans, Sick Leave & Paid Holidays – Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 1 hour of sick leave for every 40 hours worked, and 7 paid holidays each year.
Automotive Service Advisor Midas DUBLIN 1865Automotive Service AdvisorDaly City, CA$70,000–$100,000 / yearThis is a performance-driven role where top advisors regularly earn $70,000–$100,000+ annually—your income is a direct reflection of your hustle, your people skills, and your ability to build trust with customers who come back again and again. Your day-to-day includes: Greet customers, listen carefully to their concerns, and perform thorough vehicle walk-arounds.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesSan Francisco, CA$21.60–$32.40 / hourYour role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Service Advisor Tesla IncService AdvisorSunnyvale, CA$20.20–$37.20 / hourBuild trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.
Advisor - Fourth St. Warby Parker IncAdvisor - Fourth St.Berkeley, CAWhat youll do: • Communicate Warby Parkers values and brand philosophy on the sales floor • Delight customers through nothing-but-wonderful service • Demonstrate unparalleled product knowledge and offer exceptional style advice • Dream up ways to reinvent retail and the glasses-shopping experience • Anticipate the needs of your team and customers alike, and be at the ready to lend a hand • Help foster an inclusive culture by treating customers and colleagues with respect. Some benefits of working at Warby Parker for part-time employees: • Employee Assistance Program (EAP) • Employee Stock Purchase Plan • Free eyewear • Paid sick leave • And more (just ask!).
Style Advisors, San Ramon Equinox Holdings IncStyle Advisors, San RamonSan Ramon, CAMust be able to perform all essential physical aspects of the position, which may include standing for long periods of time, sitting, running, walking, jumping, squatting, bending, and reaching. In addition to Equinox, our other brands, SoulCycle and Equinox Hotels, are all recognized for inspiring and motivating members and employees to maximize life.
Senior Home Lending Advisor - San Mateo CA JPMorgan Chase & CoSenior Home Lending Advisor - San Mateo CASan Mateo, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Fremont CA JPMorgan Chase & CoSenior Home Lending Advisor - Fremont CAFremont, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Tesla Advisor, Delivery Tesla IncTesla Advisor, DeliveryDublin, CA$18.88–$28.32 / hourWork closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Technical Service Advisor, Semi Tesla IncTechnical Service Advisor, SemiNewark, CA$24–$68.40 / hour24.00 - $68.40/hour, cash and stock awards, benefits Pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. This position requires high-level customer and employee interaction, so the ideal candidate will not only possess the technical acumen but also the ability to provide a strong level of communication and service.
ASSOCIATE DIRECTOR, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE DIRECTOR, WEALTH ADVISORSan Francisco, CA$120,000–$150,000 / yearPossess strong wealth management acumen, along with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORSan Francisco, CA$100,000–$130,000 / yearBuild a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
J.P. Morgan Wealth Management - Executive Director, Wealth Advisor JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth AdvisorSan Francisco, CAKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds).