- RGP (San Francisco, CA)
- …responsible for defining our go-to-market strategy, driving revenue growth, developing client relationships, and delivering high-impact M&A solutions that create ... that expands RGP's M&A advisory footprint, focusing on new client acquisition, account expansion, and multi- solution growth...Impact: Oversee the design and delivery of end-to-end M&A solutions that drive measurable value across all stages of… more
- RGP (San Francisco, CA)
- …responsible for defining our go-to-market strategy, driving revenue growth, developing client relationships, and delivering high-impact solutions to our clients. ... that expands our risk assurance footprint globally, with a focus on new client acquisition, account expansion, and cross-functional solution selling. + Deliver … more
- Pinkerton (San Mateo, CA)
- …provide enterprise risk management services and programs specifically designed for each client . Pinkerton employees are one of our most important assets and critical ... to the delivery of world-class solutions . Bonded together, we share a commitment to integrity,...Safety & Security Program Coordinator, assigned to a specific client , will assist in the design and development of… more
- Bank of America (Walnut Creek, CA)
- Private Client Advisor II Walnut Creek, California...JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Private- Client - Advisor -II\_25015540-1) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Alameda, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- PNC (Walnut Creek, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will ... be based in Los Angeles, CA. Client Solution Advisor (CSS) provides...implementation and production support issues raised by staff or client . Identifies and drives development of necessary solutions… more
- Bank of America (Walnut Creek, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (San Francisco, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- H&R Block (Novato, CA)
- …an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze ... statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax...leaders in tax preparation, financial services, and small business solutions . With 70,000 associates and 9,000 retail tax locations… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you're an experienced advisor looking for a role ... debt management + Develop personalized financial plans tailored to client goals and risk tolerance + Build and maintain...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- WTW (San Francisco, CA)
- …+ Provide insights on client needs & propose changes/enhancements to our solutions to Solution Leaders to help them review, scale and standardize the ... business) + Build a pipeline for integrated and/or global solutions , including supporting IGS solution and geography...client issues, comprehend the full breadth of HWC solutions , blend them into practical solutions that… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- IBM (San Francisco, CA)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... account managers, and delivery leadership to ensure successful execution of client engagements. Responsibilities * Lead and coordinate multiple project teams,… more
- BMO Financial Group (Orinda, CA)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... of our banking product experts and process all banking solutions , including checking, savings, and lending needs. As a...sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of… more
- Bank of America (San Francisco, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill Office San Francisco, California **To proceed with ... driven, resilient, results focused and effective. As a **Financial Solutions Advisor within the centralized segment of...and prioritizes client interests + Identifies appropriate client solutions through application of learnings and… more
- Bank of America (Martinez, CA)
- Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center Martinez, California **To proceed with your application, you must be at ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *… more
- Bank of America (Corte Madera, CA)
- … Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank ... Credit Solutions Advisor - Corte Madera, CA...Credit Solutions Advisor - Corte Madera, CA - Bilingual Spanish...utilizing laptop technology. + Bilingual Spanish Preferred **Skills:** + Client Management + Client Solutions … more
- IBM (San Francisco, CA)
- …* Working closely with client teams to understand their needs and offer solutions and design * Build up best practices within the Oracle Cloud ERP Financials ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more
- EPAM Systems (San Francisco, CA)
- …trends, especially in AI, and translate them into actionable business strategies and client solutions + Act as a strategic advisor and client partner to ... You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds… more
- Bank of America (Albany, CA)
- Financial Solutions Advisor - Oakland/Richmond Area Albany, California;Piedmont, California; Oakland, California **To proceed with your application, you must be ... * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to… more
