- 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
- RGP (San Francisco, CA)
- …responsible for defining our go-to-market strategy, driving revenue growth, developing client relationships, and delivering high-impact solutions to our clients. The ... proven ability to sell, deliver, and scale advisory services in a client -facing consulting environment. This is a high-impact leadership opportunity for someone… more
- RGP (San Francisco, CA)
- …for defining our go-to-market strategy, driving revenue growth, developing client relationships, and delivering high-impact M&A solutions that create long-term ... opportunity for someone energized by deal-making, organizational change, and client success; someone who combines strategic vision with hands-on leadership… more
- FleishmanHillard (San Francisco, CA)
- …for personal interests and growth needs of the agency. You are a trusted advisor with key senior clients, strategy lead for accounts and a leader of ... Bend the World work. + Proactively act as a client steward and brand guardian, sounding the alarm when...within the agency. + Be deeply ingrained on the client 's business and advocate among clients and client… 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
- Cupertino Electric (San Francisco, CA)
- …Ensure project superintendents understand and execute work as required by client /project specifications. + Ensure safety, quality, and production is always ... skilled, support individual contributors (eg, technicians, designers, support personnel). Acts as advisor to unit or sub-units and may become actively involved, as… 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 (Oakland, CA)
- …best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive financial ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Have a passion for uplifting the… 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
- 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 (San Francisco, 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 San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… 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
- IBM (San Francisco, CA)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... Goals, and Learn modules. Lead discovery workshops to define and document client business requirements. Conduct gap analyses between delivered functionality and … 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
- Anywhere Real Estate (San Francisco, 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
- 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
