- Meta (Menlo Park, CA)
- …working in a fast-paced, team-oriented environment under tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services ... **Summary:** The Client Solutions Manager for...improve products features and functionalities 16. Prior experience in Financial Services or Insurance categories **Public Compensation:** $29.81/hour to… more
- NTT America Solutions, Inc. (Santa Clara, CA)
- …and renewals across all solutions within assigned accounts. The Senior Strategic Client Manager is required to pursue leads identified by aligned lead ... thrive. **Your day at NTT DATA** The Senior Strategic Client Manager is an advanced subject matter...company business requirements. Developing the skills to understand the client 's business (including commercial and financial aspects)… more
- Deloitte (San Jose, CA)
- …have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Partnership Solutions Group, Operational Partnership Services team you will: ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Atria Wealth Solutions (San Jose, CA)
- …clients to help them achieve their financial goals. + Recommend suitable financial products and services depending on each client 's particular financial ... goals. + Partner closely with the credit union branch manager to create a plan to educate members and...(or 63 and 65) and California Insurance License + Financial services industry experience + Client -focused +… more
- US Tech Solutions (Mountain View, CA)
- **Job Description:** + Execute compute and storage operational support for Client Research users. **Responsibilities:** + As a Technical Program Manager , you ... Experience using basic command-line executables (Unix kernel). + Experience with Client Suite, especially Sheets, for data analysis. **Desired:** + Experience… more
- Walmart (Sunnyvale, CA)
- …Solution Consultant to help our growing team demonstrate the value of our SaaS solutions to prospective customers. The SC will deliver innovative supply chain SaaS ... solutions within Transportation and Warehouse management to retailers to...with a consultative approach, leveraging your expertise to address client pain points. + You have a history of… more
- Black & Veatch (San Jose, CA)
- …in the **Northern California region** , effective positioning within target client organizations, leading pursuit teams, and strong financial management ... ** Client Director - Water Business - Northern California**...BV's **Governments & Environment** business works to provide innovative solutions and integrated planning, design, and construction support for… more
- Morgan Stanley (Menlo Park, CA)
- …money movement transactions as an example * Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing ... current * Identify and assist with Firm services and solutions that support clients' needs including banking products and...the direction of Financial Advisors * Prepare financial plans, client reports, and other materials… more
- BMO Financial Group (San Jose, CA)
- …differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology...as the primary client contact to uncover financial needs and provide meaningful solutions in… more
- Black & Veatch (San Jose, CA)
- …strategies, relationship management, leading business development activities, overall business financial management, contract management, and ensuring client ... **Sr. Project Manager - Water Business - Northern California** Date:...Director is accountable for meeting new business and earnings financial goals; development of strong relationships with clients, teaming… more
- Deloitte (San Jose, CA)
- Finance Consulting - Oracle FCCS & ARCS Focused Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors ... engagements, that identify, design, and implement creative business and technology solutions for large companies. Manager level responsibilities include: +… more
- Bank of America (San Jose, CA)
- …us! **Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key ... and Merchant Services in order to design and deliver financial solutions to clients and prospects +...Business Development + Client Experience Branding + Client Management + Client Solutions … more
- City National Bank (Sunnyvale, CA)
- …& personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and ... needs - draw insights from data to provide sound financial advice (strategies, products / solutions ); conduct...on clients. * Personal & Business Financials - review financial statements to fully understand a client 's… more
- Allied Universal (San Jose, CA)
- … client and employees + Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide ... or emergency situations appropriately. + Other management responsibilities as determined by Client or District Manager . + Communicate staffing needs via… more
- City National Bank (Palo Alto, CA)
- …assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves ... may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings...market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss… more
- BMO Financial Group (San Jose, CA)
- …management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of managed products ... Provides financial and investment planning and advice in collaboration...solution in the best interest of the customer. Determines client needs and provides solutions though the… more
- Stanford University (Stanford, CA)
- …test cases; perform testing and analyze results. + Provide training on new financial systems. Represent organization to client group(s) and external partners; ... Finance and Compliance Manager **School of Engineering, Stanford, California, United States**...to enabling Stanford Engineering to accomplish its mission: seeking solutions to some of the world's most urgent challenges… more
- CBRE (San Jose, CA)
- …and performance. Our account management model is at the heart of our client -centric approach to delivering integrated real estate solutions . Each client ... Workplace Experience Manager Job ID 198504 Posted 02-Jan-2025 Service line...- California - United States of America Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility… more
- Bank of America (San Jose, CA)
- … book segmentation strategy **Skills:** + Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management ... Relationship Manager - EGP San Jose, California **Job Description:**...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates… more
- MUFG (Menlo Park, CA)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more