- Citigroup (Sunnyvale, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- BMO Financial Group (Walnut Creek, CA)
- …a team, for the BMO Climate Institute's climate-related research, internal and client -facing program development (in cooperation with other teams in Risk and Lines ... Cycle Analysis, GRESB, CDP, or other areas are beneficial. + Strong relationship management skills + Strong problem-solving skills and ability to navigate ambiguous… more
- BMO Financial Group (San Ramon, CA)
- …real financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an ... including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you...sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of… more
- Atria Wealth Solutions (San Jose, CA)
- Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team ... Union is growing its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for our members to… more
- Bank of America (San Jose, CA)
- Business Banking Relationship Manager/ Senior Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, we are ... Development + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Account Management + Financial… more
- BMO Financial Group (Walnut Creek, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. + Breaks down… more
- SAP (Palo Alto, CA)
- … client focus on the core of the services delivered. + Continuously increase client trusted advisor relationship with executives and key stakeholders + ... ECS services. CDMs act as a partly onsite trusted advisor who grows the business by developing and supporting...the business by developing and supporting growth of the client relationship for SAP ECS The CDM… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... Area. The RM will be responsible to drive new client acquisition and growth in market share in this...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders… more
- Bank of America (Walnut Creek, CA)
- …* Has a minimum of one year demonstrated sales experience in a relationship -oriented and client -centric environment. In lieu of this requirement, has previously ... held the role of Relationship Manager (RM), Advisor Development Program (ADP)... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building *… more
- Deloitte (San Jose, CA)
- Advisory Senior Manager - SAP Treasury Our delivery of services focuses on treasury and risk management strategies, treasury transformations and treasury technology ... a cross-functional team and will be responsible for project management and client facing tasks and project-related deliverables, solutioning challenges with the … more
- Deloitte (San Jose, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete… more
- KPMG (Santa Clara, CA)
- …next big things in technology and business + Build and maintain the client relationship , while managing teams of tax professionals and assistants contributing ... **Business Title:** Business Tax Senior Manager - Consulting Focused **Requisition Number:** 113199...provide industry knowledge and experience managing a premiere, large client as a true business advisor at… more
- LotusFlare, Inc. (Santa Clara, CA)
- …competition and partners that may affect the customer's business + Develop a trusted advisor relationship with key client executives and be viewed as ... dispersed employees We are seeking a dynamic and accomplished Senior Sales Director to drive the expansion of LotusFlare's...ways for LotusFlare to bring more value to the client through its software, services, and other assets +… more
- Deloitte (San Jose, CA)
- …day to day interactions with executive clients and sponsors and build a trusted advisor relationship . + Delivery: Manage and deliver components of client ... Flexible Consumption Revenue Recognition Implementation Senior Consultant Customer & Marketing is creating a new model for a new age-we're an agency and a… more
- Palo Alto Networks (Santa Clara, CA)
- …needs - Anticipates future needs and works to get ahead of potential client needs or requirements + Support Federal/Public Sector Government sales teams and ... partners + Demonstrate thought leadership across multiple channels and become a trusted advisor to decision-makers + Support the TME, GTM teams, and their GTM… more
- Intuit (Mountain View, CA)
- …of an executive search including research, candidate generation and development, senior client management, complex offer negotiations, and executive onboarding. ... + Demonstrated experience and comfort partnering with and influencing senior executives + Deep knowledge of the external technical...for today and the future + Build a trusted advisor relationship with hiring managers, coaching them… more
- Stanford Health Care (Palo Alto, CA)
- …Sr. Director, HR Business Partner, this role provides internal consulting to an assigned client group of senior leaders and their teams to build leadership ... a results-driven, well-rounded Director, HR Business Partner to consult and collaborate with senior leaders and their teams to align HR programs and practices with… more
- WSP USA (Oakland, CA)
- …Team** and be a part of a growing organization that meets our client 's objectives and solves their challenges. The selected candidate will lead project teams ... assurance programs. + Pursuing and securing new project opportunities. + Client Interaction. + Regulatory Agency Interaction. + Preparing proposals. + Mentoring… more
- EPAM Systems (San Jose, CA)
- …and training sessions for clients and internal teams + Cultivate and maintain strong client relationships, serving as a trusted advisor on AWS solutions + ... drive revenue growth through effective AWS solution selling and relationship building. Req.#542109544 **Responsibilities** + Ideating, Developing, and Promoting… more
- Honeywell (San Ramon, CA)
- …generating opportunities for different kinds of customers. You will foster client satisfaction by maintaining regular customer contact and managing customer ... maintain and provide reports and opportunity status using our customer relationship management system. You will provide competitive intelligence and market trends.… more