• Zscaler (San Jose, CA)
    …and contribute to account planning + Be a trusted advisor , understanding client businesses and aligning Zscaler solutions with their goals **What We're ... leader in cloud security. Sales, Customer Success, Sales Enablement, Solution Architects, Business Development, Transformation, and Technology Partnerships all work… more
    DirectEmployers Association (10/16/25)
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  • NetApp (Mountain View, CA)
    …or Austin, TX._** **Key Responsibilities** + Serve as the executive sponsor and trusted advisor for a marquee global client in the automotive industry. + Develop ... pursue new business opportunities across business units, geographies, and solution areas. + Advocate for the client ...and solution areas. + Advocate for the client within NetApp to influence product innovation and service… more
    DirectEmployers Association (11/19/25)
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  • NetApp (San Jose, CA)
    …companies that depend on data to drive operations, performance, and innovation. Each ** Solutions Engineer** in this segment will be aligned 1:1 with an **Enterprise ... Client Executive** , forming a tight two-person team dedicated...long-term success. Together, you'll build relationships, design complex data solutions , and execute multi-million-dollar strategies for some of the… more
    DirectEmployers Association (10/29/25)
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  • Automation Anywhere, Inc. (San Jose, CA)
    …and services teams to deliver comprehensive and compelling proposals that meet client requirements + Coordinating solution design: Collaborate with technical ... support, engineering, and service resources to ensure alignment between solution design and client business requirements, providing seamless integration and… more
    DirectEmployers Association (12/04/25)
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  • Automation Anywhere, Inc. (San Jose, CA)
    …leading enterprises. You will demonstrate the transformative potential of AI-driven solutions to enhance productivity and streamline collaboration. With a strong ... automation and advanced technologies, you will position yourself as a trusted advisor , showcasing how a platform like Automation Anywhere empowers organizations to… more
    DirectEmployers Association (11/06/25)
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  • Automation Anywhere, Inc. (San Jose, CA)
    …at All Levels: Communicate effectively with executives and technical teams to align solutions with their goals + Craft Client -Centric Solutions : ... be the technical champion for our Agentic Process Automation and AI-driven solutions . Partnering with our dynamic Sales team, you'll demonstrate the transformative… more
    DirectEmployers Association (12/13/25)
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  • Zscaler (San Jose, CA)
    …so they can focus on their mission. Our Managed Detection and Response (MDR) solution is a unique blend of human expertise and security, which protects organizations ... product adoption and providing ongoing assistance. They act as a trusted advisor , helping customers achieve their cybersecurity goals and maximize the value of… more
    DirectEmployers Association (12/12/25)
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  • Cupertino Electric (San Jose, CA)
    …for the design, development, and facilitation of employee talent development solutions . This position will develop, maintain, enhance and manage projects, programs, ... (identifying problems and determining performance gaps), developing and agreeing on solutions to solve the problem delivering the services, and evaluating the… more
    DirectEmployers Association (12/12/25)
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  • Cupertino Electric (San Jose, CA)
    …processes and operational policies in selecting methods and techniques for obtaining solutions . Acts as advisor to subordinate(s) to meet schedules and/or ... at Cupertino Electric, you'll be exposed to a new, diverse community of client , vendor, and subcontractor partners. You'll be empowered to build new relationships to… more
    DirectEmployers Association (11/12/25)
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  • Private Client Advisor II

    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
    Bank of America (10/05/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Hayward, 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
    JPMorgan Chase (12/06/25)
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  • Client Solution Advisor

    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
    PNC (12/16/25)
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  • Advisor Development Program Client

    Bank of America (San Jose, CA)
    …growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + ... Advisor Development Program Client Associate San...Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +… more
    Bank of America (12/05/25)
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  • Wealth Management Client Associate

    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 (12/12/25)
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  • Client Service Associate (Walnut Creek, CA)

    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
    Raymond James Financial, Inc. (10/30/25)
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  • Financial Advisor - $1B AUM RIA

    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
    Robert Half Finance & Accounting (09/19/25)
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  • Senior Premier Relationship Manager

    BMO Financial Group (San Lorenzo, 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
    BMO Financial Group (10/02/25)
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  • Financial Solutions Advisor

    Bank of America (San Ramon, CA)
    Financial Solutions Advisor Registration Candidate - Diablo Market San Ramon, California **To proceed with your application, you must be at least 18 years of ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your...of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions more
    Bank of America (11/25/25)
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  • Credit Solutions Advisor

    Bank of America (San Jose, CA)
    … Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank ... Credit Solutions Advisor - Prospect-Saratoga Financial Center,...applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions more
    Bank of America (10/29/25)
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  • Financial Solutions Advisor

    Bank of America (Oakland, 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
    Bank of America (10/28/25)
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