- Meta (San Francisco, CA)
- …in a dynamic, team-focused environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services ... **Summary:** The Client Solutions Manager for...features and functionalities 23. Familiarity or prior experience with Financial Services category **Public Compensation:** $85,000/year to $126,000/year +… more
- Bank of America (San Francisco, CA)
- …while minimizing regulatory, financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the ... Merrill Market Client Relationship Manager San Francisco, California...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates… more
- City National Bank (San Francisco, CA)
- ** CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Is primary point of contact and service provider for existing and newly developed relationships. Retains and ... 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
- JPMorgan Chase (San Francisco, CA)
- …targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community ... accessing the full breadth of JPMorganChase capabilities addressing the client 's full financial picture. As part of...all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions… 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
- Capgemini (South San Francisco, CA)
- **Job Title: Engineering Client Manager -** **Smart Metering/ Smart Grid** **Location:** **Bay Area, CA** **Job Description** **:** Capgemini Engineering is ... US by Capgemini. **Job:** _Sales_ **Organization:** _ERD PPL US_ **Title:** _Engineering Client Manager - Smart Metering/ Smart Grid_ **Location:** _CA-South San… more
- HUB International (San Francisco, CA)
- … financial security and career satisfaction. **THE OPPORTUNITY:** The Commercial Lines Client Service Manager oversees functions of a Commercial Lines Account ... most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing...Account Executive to service a book of business. The Client Service Manager provides support by knowing… more
- JPMorgan Chase (San Francisco, CA)
- …allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in JP Morgan Advisors, you will be responsible for ... position will dually report to the Head of the Client Service Group and the local Regional Director and...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Bank of America (Greenbrae, CA)
- Financial Center Manager - Greenbrae Financial Center Greenbrae, California **Job Description:** Job Description At Bank of America, we are guided by a ... owner and fostering a team environment, instilling an effective client -centric and risk culture in the center, and helping...drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions… more
- Deloitte (San Francisco, 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
- World Wide Technology (San Francisco, 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 (San Francisco, CA)
- **Business Title:** State and Local Income Tax Manager - Financial Services **Requisition Number:** 113202 - 11 **Function:** Tax Services **Area of Interest:** ... 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 Income Franchise - Corporate to join our State… more
- Palo Alto Networks (San Francisco, CA)
- …sales technical issues that arise **Your Experience** + 2+ years experience as a pre-sales Solutions Manager + 6+ years as a Senior Solutions Architect, ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...a few! **Your Career** As the Solution Architects (SA) Manager for Prisma Cloud, you will lead an SA… more
- KPMG (San Francisco, CA)
- **Business Title:** Senior Manager , Tax - Integrated Partnership Solutions **Requisition Number:** 117953 - 11 **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
- Walmart (San Bruno, CA)
- …Automation Manager ** , you will be responsible for planning solutions to automate repetitive and time-consuming processes within the revenue operations and ... client services teams. Your primary objectives will be to...to integrate automation into evolving processes, ensuring that all solutions align with company goals and objectives. This will… more
- BlackRock (San Francisco, CA)
- **About this role** The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, ... alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model… more
- JPMorgan Chase (San Francisco, CA)
- …of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred Qualifications, ... you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client ...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… 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
- BlackRock (San Francisco, CA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... Role:** We are looking for a personable Analyst Portfolio Manager (APM) to join our Portfolio Management team. The...with brokers and custodians + Provide analytic support for client consulting projects + Extract and update data from… more