- 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
- Bank of America (San Jose, CA)
- Financial Solutions Advisor - Consumer Investments- Prospect -Highway 85 Financial Center San Jose, California **Job Description:** At Bank of America, we are ... Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key… more
- Morgan Stanley (Palo Alto, 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
- Umpqua Bank (San Jose, CA)
- …efforts by developing a clear and holistic understanding of the client's or prospect 's business and industry. Perform client reviews to ensure the bank ... for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships.… more
- ServiceNow, Inc. (Santa Clara, CA)
- …States. This will be achieved through territory planning, including research prospect customers, using business development strategies, and completing ... ESG strategy, the Servicenow.org team will position our world-class platform capabilities and solutions to non-profits and reinvest a portion of the profits into the… more
- ADP (Pleasanton, CA)
- …and an urge to persevere until you get it right. **Trusted Advisor .** Lives integrity and delivers on promises every time. **Passionate advocate.** Strengthens ... We're changing the world of work with our HR solutions that help companies of all sizes focus less...Every day, our extraordinary Sales team gains client and prospect trust and establishes long-term partnerships. As a **Major… more
- Deloitte (San Jose, CA)
- … business and technology, leveraging, architecting, and implementing technology-backed solutions to solve complex business challenges + Purpose-driven ... and training to enhance your skillset and prepare you to tackle interdisciplinary business issues that every leader in the C-suite is grappling with. You will… 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. It… more
- SHI (San Jose, CA)
- …Summary** The Global Account Executive will be responsible for growing new business by expanding the portfolio of products and services within existing accounts ... and/or developing new business with companies within their assigned Customer List. The...individual will be enabled to position our company's Innovative Solutions and World Class Support to their Target Customer… 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
- BMO Financial Group (Fremont, CA)
- …to grow business results. + Prioritizes the market's client and prospect pipeline and schedules for events and seminars. + Manages regional retail sales ... products to maximize client opportunities across BMO. + Develops solutions and makes recommendations based on an understanding of...and establish best practices. + Provides strategic input into business decisions as a trusted advisor . +… more