- Cupertino Electric (Santa Fe Springs, CA)
- …processes and operational policies in selecting methods and techniques for obtaining solutions . Acts as advisor to subordinate(s) to meet schedules and/or ... project delivery, including financial performance, schedule adherence, risk management, client satisfaction, and strategic alignment with company objectives. + Lead… more
- Banc of California (Brea, CA)
- …cards, FX, lockbox, remote deposit and integrated payables. + Deep understanding of client business models and a trusted advisor in current and emerging ... California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to… more
- Principal Financial Group (Costa Mesa, CA)
- …you passionate about making a difference in people's lives? As an **Associate Client Relationship Consultant** , you'll play a key role in driving business success ... build meaningful relationships, deliver exceptional service, and directly influence both client outcomes and your compensation. Once you've secured your insurance… more
- NetApp (Los Angeles, CA)
- …this region will not be considered.** **JOB SUMMARY** As an **Enterprise Client Executive** covering the **Greater Los Angeles and Southern California region** , ... expand, and whitespace (new logo)** opportunities. You'll partner closely with a **dedicated Solutions Engineer** , as well as a **strong network of channel and… more
- JPMorgan Chase (Northridge, 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 (Los Angeles, 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
- M&T Bank (Los Angeles, CA)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Wells Fargo (Irvine, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more
- Verndale (Los Angeles, CA)
- …Consultant will drive solution architecture in sales pursuits, be a trusted client advisor and ensure consistent delivery for clients in the Salesforce ... as a subject matter expert in a skill and/or solution and is responsible for client delivery,...client locations + Translates business requirements into well-architected solutions that best leverage the Salesforce platforms and products… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust...teams' recommendations are anchored to tangible business outcomes and client KPIs + Look beyond existing solutions … more
- IBM (Costa Mesa, 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 (Los Angeles, 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
- Edward Jones (Irvine, CA)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- Edward Jones (Anaheim, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become an Operational Governance Support Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you ... and leadership, within the T&D Governance and Provisioning organization. The Advisor is expected to facilitate special assignments and projects whose outcomes… more
- Nuveen Investments (Sherman Oaks, CA)
- … solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client 's unique scenario, and unwavering work ethic. * ... **Wealth Management Advisor ** Supported with a robust array of resources and solutions , Advisors at TIAA spend their time deepening relationships with an… more
- Zions Bancorporation (Irvine, CA)
- …of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions , recommendations, and ... bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence...We are currently in search of a dedicated **Wealth Advisor ** to join our team of bank partners in… more
- Nuveen Investments (Pasadena, CA)
- **Wealth Advisor ** Supported with a robust array of resources and solutions , The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Thrivent Financial (Anaheim, CA)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are...help to maintain those relationships + * Utilize a " solution -oriented" mindset to work towards best possible outcomes for… more
