- 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
- City National Bank (Walnut Creek, CA)
- * CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows ... relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to...strategies with the CNS IO. * Keep current on client 's financial information while ensuring that clients… more
- Guardian Life (Walnut Creek, CA)
- ** Client Manager , Premier Market** Do you have...and position. + Strategically manage the lifecycle of a client to develop the right solutions to their ... important to you? If so, Guardian is seeking a Client Manager who will be the main...execute on renewal decisions along with deploying the right solutions for the client . + Ability to… 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
- KPMG (San Jose, CA)
- **Business Title:** State and Local Income Tax Manager or Senior Manager - Financial Services **Requisition Number:** 113202 - 12 **Function:** Tax Services ... knowledge merges with cutting-edge technologies to create innovative tax solutions . Join a diverse team helping high-profile clients understand,...as a firm KPMG is currently seeking a SALT Manager or Senior Manager Income Franchise -… 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
- World Wide Technology (San Ramon, CA)
- …**Want to learn more about Global Enterprise Sales? Check out the Solutions and Services we provide on the platform:** **https://wwt.com** The well-being of ... Care, Onsite Health Centers, Employee Assistance Program, Wellness program + Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching,… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Manager , Tax - Integrated Partnership Solutions **Requisition Number:** 117953 - 15 **Function:** Tax Services **Area of Interest:** ... industry knowledge merges with cutting-edge technologies to create innovative tax solutions . Join a diverse team helping high-profile clients understand, analyze,… 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
- Black & Veatch (Walnut Creek, 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 Lorenzo, 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
- CDM Smith (Concord, CA)
- …strategies with local business development activities. * Being responsible of the overall financial performance of projects within a client portfolio. * Being a ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement...value passionate individuals who challenge the norm, deliver world-class solutions and bring diverse perspectives. Join our team, and… more
- Black & Veatch (Walnut Creek, 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
- The Hartford (Walnut Creek, CA)
- …and executes the plan. + As appropriate, re-direct requests to the Customer Solutions Center (CSC) and delegate follow-up to Client or Service Consultants ... Client Advisor Priority Business - SA08DE We're determined...products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. The… 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
- Wells Fargo (Pleasanton, CA)
- …inorganic growth. Organic growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing ... growth by building, maintaining, and hiring a robust cross channel pipeline of Financial Advisors. The Branch Complex Senior Manager will build trust and… more
- AECOM (Oakland, CA)
- …Department Manager , drives monthly, quarterly, and annual performance related to financial forecasting + Works alongside Department Manager to drive strong ... and exceedance of internal KPIs + Develops and formulates solutions to client problems/issues + Participates in...Business Line Leadership to grow profitable backlog and ensure financial success of their respective client program… more
- Bank of America (Oakland, 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
- Allied Universal (Pleasanton, CA)
- …risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance + Financial Performance and ... most full-time positions! Allied Universal(R) is hiring a Enterprise Account Portfolio Manager with GSOC experience. The Enterprise Account Portfolio Manager … more