- 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
- SAP (Palo Alto, CA)
- … client focus on the core of the services delivered. + Continuously increase client trusted advisor relationship with executives and key stakeholders + ... ECS services. CDMs act as a partly onsite trusted advisor who grows the business by developing and supporting...the business by developing and supporting growth of the client relationship for SAP ECS The CDM… 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)
- Become a Strategy Senior Consultant at Deloitte Consulting! Join our Deloitte strategy team where we advise the world's leading companies in navigating change and ... you'll get exposure and training to enhance your strategic advisor skillset and help prepare you to tackle interdisciplinary...encourage you to start your career as a Strategy Senior Consultant here with us at Deloitte Consulting. Recruiting… 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
- 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
- Deloitte (San Jose, CA)
- …technologists working across Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of capability and capacity ... will end on 8/16/2024 Work You'll Do As a Senior Manager in our AI & Data Team are...contribute to the development of proposal pricing strategies + Client Management: Manage interactions with executive clients and sponsors… more
- Palo Alto Networks (Santa Clara, CA)
- …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
- Kelly Services (Hayward, CA)
- …Kelly comes in. We're seeking a **Executive Recruiter** to work at a premier client in **Vacaville, CA** . l Job Duration: 6+ Month **J** **ob** **S** **ummary:** ... executive community. l This position will be a strategic advisor to both business and HR on executive recruiting...referrals), to generate support the business in our most senior hires. l Maintaining accurate and timely data on… 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