- Zscaler (San Jose, CA)
- …Zscaler cloud transformation to the world. We're looking for an experienced Senior Value Advisor to join our Value Creation team. Reporting to the Senior Director of ... **What We're Looking for (Minimum Qualifications)** + 5+ years in a client -facing consulting role building financial models and business cases (eg, TCO/ROI analysis)… more
- Zscaler (San Jose, CA)
- …to meet customer needs and contribute to account planning + Be a trusted advisor , understanding client businesses and aligning Zscaler solutions with their goals ... **What We're Looking for (Minimum Qualifications)** + 10+ years of full-cycle sales experience within software or security industry + Bachelor's degree or equivalent experience + Progressive selling experience engaging with accounts and selling at C-Level… more
- Automation Anywhere, Inc. (San Jose, CA)
- …automation and advanced technologies, you will position yourself as a trusted advisor , showcasing how a platform like Automation Anywhere empowers organizations to ... and strategic benefits. + **Leading Strategic Evangelization** : Spearheading client workshops, promoting best practices, and establishing thought leadership through… more
- NetApp (San Jose, CA)
- …**Solutions Engineer** in this segment will be aligned 1:1 with an **Enterprise Client Executive** , forming a tight two-person team dedicated to driving deep ... Do** + Serve as the **technical lead and trusted advisor ** for a small number of large, strategic enterprise...large, strategic enterprise accounts. + Partner closely with your Client Executive to define and execute account strategy, pipeline… more
- Cupertino Electric (San Jose, CA)
- …policies in selecting methods and techniques for obtaining solutions. Acts as advisor to subordinate(s) to meet schedules and/or resolve technical problems. Develops ... at Cupertino Electric, you'll be exposed to a new, diverse community of client , vendor, and subcontractor partners. You'll be empowered to build new relationships to… more
- Bank of America (Walnut Creek, CA)
- Private Client Advisor II Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Private- Client - Advisor -II\_25015540-1) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Milpitas, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Tiffany & Co. (Walnut Creek, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Santa Clara, CA)
- The Private Client Advisor (PCA) at Tiffany & Co. is the ultimate Brand Ambassador, embodying the Tiffany brand in every interaction. In this role, the PCA will ... trends across luxury retail and lifestyle of the Private Client and bolster the Brand's general market posture by...clients that will lead to facilitating tailored presentations and client consultations. They will develop strategies to build sales… more
- Bank of America (San Jose, CA)
- Advisor Development Program Client Associate San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Advisor -Development-Program- Client -Associate\_25045515-1) **Job Description:** ** Advisor Development… more
- Insight Global (San Jose, CA)
- Job Description Our client is an established and rapidly growing Investment Advisory Firm in search of an individual who is interested in developing their skill set ... areas of FactSet technology, Bloomberg research and Morningstar Direct technologies. Our client also provide continuous training in compliance processes. As a key… more
- Bank of America (Walnut Creek, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- Wells Fargo (Palo Alto, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as.... **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such… more
- Acosta Group (Palo Alto, CA)
- …and innovative technology that helps improve their lives. **Position Overview** Our Beauty Advisor will represent our client , Dyson, and their premium line of ... **Beauty Advisor - Dyson** Employment Type**Part Time** Location**CA -...meets engineering excellence!** We are seeking a**Part Time Beauty Advisor ** who will be excited about bringing to life… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you're an experienced advisor looking for a role ... retirement, insurance, and debt management + Develop personalized financial plans tailored to client goals and risk tolerance + Build and maintain strong client … more
- Anywhere Real Estate (San Jose, CA)
- …with different backgrounds, approaches, and perspectives. + Expert relationship builder and client advisor . Ability to influence and engage partners at all ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- BMO Financial Group (San Lorenzo, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- Corza Medical (Oakland, CA)
- …maintain all Vendor Credentialing requirements. + Become a subject matter expert and trusted client advisor for our products. **What you will need** + Bachelor's ... degree in Life Sciences or related area, with 5+ years of medical device sales. + Must have experience with hospital-based selling in the operating room and leading a large territory. + Able to demonstrate a successful sales track record. + Expertise… more
- Wheeler Accountants LLP (San Jose, CA)
- …Experience with other accounting software a plus. Qualities indicative of being a client 's "trusted advisor ". A combination of knowledge and practical experience ... We're not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently.… more
