- 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
- 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.… 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
- 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
- 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
- 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