- Bank of America (San Jose, CA)
- Business Solutions Advisor - Prospect Saratoga Financial Center - San Jose, CA San Jose, California **Job Description:** At Bank of America, we are ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Morgan Stanley (San Jose, CA)
- …working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions . *DUTIES and RESPONSIBILITIES:* *_Client Support:_* * ... by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor _* Business Development & Operational… more
- Bank of America (San Jose, CA)
- …Description:** This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key ... of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues + Coaches… more
- BMO Financial Group (San Jose, CA)
- … business goals are achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders ... gathering to sales team to facilitate solution to the client's/ prospect 's business and needs. + Assists with...to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.… more
- LotusFlare, Inc. (Santa Clara, CA)
- …market trends, future technology, competition and partners that may affect the customer's business + Develop a trusted advisor relationship with key client ... is an innovation led technology company specializing in digital transformation solutions targeted at providing accessible connectivity services across the globe. It… more
- Google (Sunnyvale, CA)
- …Google Cloud accelerates every organization's ability to digitally transform its business and industry. We deliver enterprise-grade solutions that leverage ... + Build relationships with customers as a subject matter expert and trusted advisor , managing complex business cycles, identifying solution use cases, and… more
- ADP (Milpitas, CA)
- …set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP solutions , and spend your time ... Across the ADP Family.** In addition to selling cloud-based human resources solutions , you will strategically cultivate additional business within existing… more
- Envista Holdings Corporation (San Jose, CA)
- …**ESSENTIAL JOB DUTIES:** + Solidify customer relationships as a trusted, consultative business advisor and partner. Probe and identify customer's business ... competitors. + Build and maintain an active sales funnel. Prospect , qualify and close new business opportunities,...of consultative B2B sales experience selling complex products and solutions with a track record of sales goal achievement… more
- BMO Financial Group (Fremont, CA)
- …to grow business results. + Prioritizes the market's client and prospect pipeline and schedules for events and seminars. + Manages regional retail sales ... products to maximize client opportunities across BMO. + Develops solutions and makes recommendations based on an understanding of...and establish best practices. + Provides strategic input into business decisions as a trusted advisor . +… more
- ServiceNow, Inc. (Santa Clara, CA)
- …You will accomplish this through account planning, territory planning, researching prospect customers, using business development strategies and completing ... Specialist, Success resources, Partners and Marketing, etc.) + Be a trusted advisor to your customers by understanding their business and advising on… more
- Palo Alto Networks (Santa Clara, CA)
- …architectures to benefit Palo Alto Networks products and capabilities + Define the business case for solutions , design the solution to help with prototyping ... a week to collaborate on the industry's best cybersecurity solutions together! **Your Career** As a Sr. Manager of...thought leadership across multiple channels and become a trusted advisor to decision-makers + Support the TME, GTM teams,… more