- 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
- BMO Financial Group (Walnut Creek, CA)
- …and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates ... the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning... for the client. + Develops and executes the business development strategy, sales targets and the sales results… more
- Morgan Stanley (Menlo Park, CA)
- …and 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
- Morgan Stanley (Walnut Creek, CA)
- …staff performance * Oversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may ... Wealth Advisor team. This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team… 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
- ADP (Pleasanton, CA)
- …Across the ADP Family.** In addition to selling Retirement Services solutions , you will strategically cultivate additional business within existing ... this role, you will sell ADP's Retirement Services 401(k) solutions . With a little help from our top-notch sales...excites you to think that each sales process, each client/ prospect interaction, and each day will be different, then… 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
- ADP (Pleasanton, 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
- 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
- Envista Holdings Corporation (Pleasanton, 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
- 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