- Bank of America (Newport Beach, CA)
- …+ Project Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement + ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- BMO Financial Group (Palo Alto, CA)
- …market, relevant industry verticals, market competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to ... leveraging the bank and delivering the integrated BMO One Client focus across all lines of business ...are achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . +… more
- Google (San Francisco, CA)
- …in consulting, corporate strategy, technology sales, data analytics, performance marketing, business analysis , product strategy, or a related technical field. ... of innovative AI-powered marketing strategies. You will act as a trusted advisor , translating client needs into technical roadmaps, and ensuring successful… more
- Cushman & Wakefield (San Jose, CA)
- …service line for a designated market, including business development, business operations, financial management, client relations, and project operations. ... client needs, and generally act as a trusted advisor for comprehensive real estate work + Act with...in complex / non routine environment. + Contribute to business development through identification of project or client… more
- Stanford University (Stanford, CA)
- …compliance. The Principal Compensation Analyst is an operational expert in compensation analysis , processes, and client service delivery. This position shares ... **CORE DUTIES*:** + Serve as subject matter expert, key advisor , and consultant to HR leadership and other stakeholders...and documentation of job descriptions. + Manage and oversee client requests for compensation analysis or assistance… more
- Citigroup (Beverly Hills, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a… more
- City National Bank (Los Angeles, CA)
- …relative to product design, enhancement, research, pricing/fees/profitability, implementation, analysis , reporting and performance. Product Management is an ongoing ... cycle. It begins with analysis of needs and opportunities, leading to product development....provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product… more
- City National Bank (San Francisco, CA)
- …& ADVISORY* WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned ... process from identifying opportunities to execution. * Identify new business opportunities. Analyze client risks and propose...and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics… more
- Deloitte (Sacramento, CA)
- …matter experts and industry specialists provide services and solutions relevant to our client 's business . Our team will assist with global tax challenges and ... complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates....department to create greater impact and efficiency within our client 's organization. Our spectrum of business tax… more
- BMO Financial Group (Cupertino, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... targets by acquiring new assets from existing client portfolio and new client acquisition. + Proactively works with branch business partners to identify… more