- 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
- NetApp (San Jose, CA)
- **Job Summary** As a Client Executive (CE), you will be responsible for leading the sales activity in a set of Enterprise accounts to achieve assigned sales quota. ... business. These activities are closely aligned with the Global Client Executive (GCE). The CE serves as a trusted... Executive (GCE). The CE serves as a trusted advisor to the customer's senior leadership and uses business… more
- Daisy Co. (Alameda, CA)
- …site walks, leading in-person 1:1 coaching, and participating actively in client meetings. This role balances strategy with hands-on tactical execution, direct ... client engagement, and inspirational leadership to ensure each branch...fostering a high-performance, accountable culture. Serve as a trusted advisor to branch managers, supporting them on sales strategy,… more
- Alameda Health System (San Leandro, CA)
- …+ Provides community resource education and coaching, focusing on individual client self-management principles. This includes preparing for provider visits and ... the disease management principles introduced by the nursing team. + Reassesses the client 's condition when changes occur and revises the care plan as appropriate.… more
- NextMed (San Francisco, CA)
- …and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their practice. ... teams to ensure a seamless onboarding process and high client satisfaction. Market Feedback: Provide feedback to the company...to the company on market trends, competitor activities, and client needs to help shape future product offerings and… 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 (Walnut Creek, 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
- 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
- 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
- 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 (Hayward, 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
- 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
- Bank of America (San Jose, CA)
- …must determine when the Market Executive should be directly involved * Monitor advisor and client activity including financial transactions to ensure compliance ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Columbia Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Bank of America (Piedmont, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Piedmont Financial Center Piedmont,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
