- 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
- Bank of America (Santa Clara, CA)
- … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor ... Credit Solutions Advisor - Santa Clara Santa Clara, California **Job...expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This… more
- BMO Financial Group (San Jose, 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
- Gilead Sciences, Inc. (Foster City, CA)
- …Join us in this mission! **Sr Counsel II- Cell** **therapy transaction Legal and Business advisor ** We are seeking a ** Senior Counsel II** to join our team. This ... and Clinical Legal and serve as the main legal advisor to assigned projects as well as business partners....and management of third-party vendors in support of business relationship . + Review proposed publications, press releases, and external… more
- Bank of America (San Mateo, CA)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... and reporting on client satisfaction + Attends client review meetings to assist with relationship ...escalations + Assists the Financial Advisor team and/or Senior Business Managers in… 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
- 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)
- …advisory services to our clients. + Playing a key role in client communication, relationship development and retention + Ensuring products/deliverables meet ... looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth… 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
- 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
- Meta (Menlo Park, CA)
- **Summary:** Meta is seeking an ambitious, customer-centric and relationship -obsessed Client Partner with a passion for vision-setting, strategic planning, ... operational rigor, and a track record of exemplary execution.The Client Partner for Meta's Global Business Group is a...and consulting roles 8. 3+ years experience as proven advisor influencing senior level executives and clients… more
- Morgan Stanley (Menlo Park, CA)
- …Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional combines relationship management with marketing skills, and ... and planning strategies, often with guidance and input from senior team members * Assists Financial Advisors / Private...to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities… more
- Stanford University (Stanford, CA)
- …manage the complex and decentralized business of financial administration. The primary reporting relationship for this position is to the Senior Director of HR ... for Business Affairs (BA), with a matrixed reporting relationship to the Manager of Finance and Administration (FMS)....This role will serve as a strategic human resources advisor for the senior leadership team of… more
- Bank of America (Palo Alto, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....ManagementSpecialistposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… 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
- 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 (Santa Clara, 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