- MUFG (Menlo Park, CA)
- …locations - NY & LA, alternatively San Francisco, Atlanta or Boston **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point… more
- 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 (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
- 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
- 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
- PNC (Fremont, CA)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Freemont, CA. Senior ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- JPMorgan Chase (Palo Alto, CA)
- …the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Senior Associates are a trusted...solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews… 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
- BMO Financial Group (Fremont, CA)
- …establish best practices. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... opportunities to grow business results. + Prioritizes the market's client and prospect pipeline and schedules for events and...investment. + Establishes strong partnerships with BMO colleagues and senior leaders in the designated market. + Acts as… more
- Deloitte (San Jose, CA)
- …& Data Strategy. The Technology Strategy & Business Transformation (TS&BT) team is hiring a Senior Manager to serve as a trusted advisor to our clients, working ... Technology Strategy & Business Transformation Senior Manager Monitor Deloitte's Strategy practice brings together several key capabilities to architect integrated… 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
- 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
- Microsoft Corporation (Mountain View, CA)
- …to think strategically and communicate effectively, and ability to establish a trusted advisor relationship with business and engineering clients + Ability to ... Microsoft's Cloud + Artificial Intelligence (C+AI) division in the role of Senior Corporate Counsel, Enterprise Cloud Services Regulatory Oversight. The C+AI Trusted… more
- Ross Stores, Inc. (Dublin, CA)
- …PURPOSE:** As a technical recruiter at Ross, you will serve as a talent advisor to our business partners by providing and delivering on recruitment strategies and ... communication from initial contact through onboarding\. * Serve as a talent advisor and thought leader when partnering and collaborating with hiring managers and… 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
- Deloitte (San Jose, CA)
- …with a particular emphasis on Kyriba. + Play a pivotal role in client communication, relationship development, and retention, showcasing your Kyriba expertise. + ... on 12/31/2024 The Role: We are seeking an experienced Senior Consultant with exceptional expertise in Kyriba technology and...a team and establish credibility as a trusted Kyriba advisor with clients. + Working knowledge of cash management,… more
- Google (Mountain View, CA)
- …abilities shapes how new and existing businesses grow. Using your relationship -building skills, you provide Google-caliber client service, research and ... with Retail Media Networks. Preferred qualifications: + Experience building trusted- advisor relationships with C-level executives, and managing multiple projects,… more
- Palo Alto Networks (Santa Clara, CA)
- …future 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