- Bank of America (Carmel, CA)
- Financial Solutions Advisor Development Program- Consumer Investments- Greater Bay Region San Francisco, California;San Jose, California; Mountain View, ... their financial goals, join Bank of America's ** Advisor Development Program** and become an investment...your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I… more
- Bank of America (Monterey, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Capital Market San Jose, California;San Jose, California; Monterey, California **Job Description:** At ... providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Bank of America (Carmel, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… more
- BMO Financial Group (San Jose, CA)
- …and care for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates ... of subject matter experts to craft and execute creative solutions for the client. + Develops and executes the...for the client. + Develops and executes the business development strategy, sales targets and the sales results for… more
- Amazon (San Jose, CA)
- …and sell with AWS by driving C-level and field sales relationships; guide the development and launch of joint solutions ; and execute joint go-to-market plans ... overall go-to-market strategy. Develop and execute a strategic business development plan for target markets that are in line...AWS Partner Team's mission is to be a trusted advisor to AWS field sellers for partner solutions… more
- Umpqua Bank (San Jose, CA)
- …to assess holistic banking needs and to provide customized banking insights and solutions . You will drive financial performance through profitable revenue and ... income, to support the bank in achieving its overall financial targets. + Serve as a trusted advisor...differentiating consult, ideas, and options. Create and lead business development efforts by developing a clear and holistic understanding… more
- Deloitte (San Jose, CA)
- Finance and Performance Oracle EPM Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, COO's, ... and other key executives to advise, implement, and deliver as-a service solutions , improving finance, shared service and real estate operations, and helping clients… more
- Bank of America (San Jose, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Deloitte (Monterey, CA)
- …relationships with client stakeholders to establish and maintain our status as a trusted advisor . + People Development : Perform role of mentor and coach to help ... + Delivery: Bring the functional/technical experience and knowledge to deliver solutions which allow clients to achieve their business strategy. Present technical… more
- Deloitte (San Jose, CA)
- …and Performance Oracle EPM Senior Consultant Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... key executives to advise, implement, and deliver as-a service solutions , improving finance, shared service and real estate operations,...Finance & Enterprise Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Pinkerton (San Jose, CA)
- …Job Summary: The Account Manager serves as the client's "Trusted Risk Advisor " by anticipating their needs and recommending world-class corporate risk management ... solutions for a client portfolio. Through ongoing relationship management,...lead to portfolio expansion. + Establish and maintain "trusted advisor " relationships with clients; + Regularly contact clients to… more
- Deloitte (San Jose, CA)
- …a leader in professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries, is seeking an ... portfolio of well-known and esteemed Fortune 100 clients, we provide innovative business solutions that are driving the industry forward. Unlocking the Power of SAP… more
- IBM (San Jose, CA)
- …an IBM Company is continuously thinking ahead when it comes to cutting-edge solutions for customers embarking on their financial and digital transformation ... project teams as well as serving as an individual contributor, proposal development , ensuring the quality of team delivery, thought leadership, keeping the team… more
- SMBC (San Jose, CA)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- onsemi (San Jose, CA)
- …targets and financial objectives + Partner with product planning and development teams to ensure products meet critical customer specifications and timelines. + ... as well as drive long-term roadmap alignment, product realization and business development + Collaborate with strategic marketing to perform technical and business… more
- Deloitte (San Jose, CA)
- …in the United States specializing in audit , tax , consulting , and financial advisory services with clients in more than 20 industries. We provide powerful business ... solutions to some of the world's most well-known and...+ Playing a key role in client communication, relationship development and retention + Ensuring products/deliverables meet contract/ work… more
- BAE Systems (San Jose, CA)
- …that you do will help keep some of the nation s biggest defense solutions thriving and always pushing the limits of technology. Our Combat Mission Systems business ... Systems team - an industry leader in the design, development , manufacture, systems integration, and life cycle support for...engineering role is an opportunity to help develop cutting-edge solutions and be a key contributor to a cross-functional… more
- Bank of America (Monterey, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... are guided by a common purpose to help make financial lives better through the power of every connection....Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline… more
- Deloitte (San Jose, CA)
- …+ Ability to lead a team and establish unquestionable credibility as a trusted advisor with clients, especially in Kyriba solutions . + Working knowledge of cash ... transformations, with a strong and unparalleled focus on Kyriba technology solutions . Our team consists of strategic thinkers passionate about driving innovation… more
- Deloitte (San Jose, CA)
- …M&A, and treasury transformations, with a strong focus on Kyriba technology solutions . Our team consists of strategic thinkers passionate about driving innovation in ... management strategies, M&A, treasury transformations, and leveraging Kyriba's technology solutions to drive impactful change. Key Responsibilities: + Lead, plan,… more