- 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
- Morgan Stanley (San Jose, CA)
- …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
- 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)
- …the anticipated prospect /client needs. + Supports the achievement of the business plan within the designated territory / region. + Collaborates effectively with ... advisors of clients on behalf of the private wealth advisor / relationship manager. + Develops an understanding of...and ethical requirements. + Focus may be on a business /group. + Thinks creatively and proposes new solutions… 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
- SHI (San Jose, CA)
- …Summary** The Global Account Executive will be responsible for growing new business by expanding the portfolio of products and services within existing accounts ... and/or developing new business with companies within their assigned Customer List. The...individual will be enabled to position our company's Innovative Solutions and World Class Support to their Target Customer… more
- ADP (Milpitas, 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
- BMO Financial Group (Fremont, CA)
- …to grow business results. + Prioritizes the market's client and prospect pipeline and schedules for events and seminars. + Manages regional retail sales ... products to maximize client opportunities across BMO. + Develops solutions and makes recommendations based on an understanding of...and establish best practices. + Provides strategic input into business decisions as a trusted advisor . +… more