- Capital One (San Francisco, CA)
- …they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating ... small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits...reviews + Partner across the value chain to meet client needs + Seek new business referrals once relationships… more
- Deloitte (San Jose, CA)
- …technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on 1/31/2026 Work you'll do ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- BlackRock (San Francisco, CA)
- **About this role** **About this role** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Financial Planner. This is a rare opportunity to learn directly from a seasoned advisor with 16 years of experience at top wirehouses and now the Managing Director ... boutique family office. Recognized twice as a "Top Financial Advisor Mom" by Working Mother Magazine, she brings deep...of financial planning and applying that knowledge directly to client families. Over time, this position offers the potential… more
- JPMorgan Chase (Irvine, CA)
- In National Branch as a Personal Advisor Team Lead, you will lead a team of Personal Advisors who work in a team based environment to offer comprehensive financial ... all of their financial needs. They are responsible for providing an exceptional client experience through remote channels by understanding client needs and… more
- BMO Financial Group (Los Angeles, CA)
- …a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts ... Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.… more
- Oracle (Sacramento, CA)
- … client , at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. **Responsibilities** ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Oracle (Sacramento, CA)
- …time with the client , at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a multifaceted ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Pegasystems (San Diego, CA)
- …for enterprise clients across a wide range of industries. As a trusted advisor , you'll collaborate with Sales, Product, and Delivery teams to showcase the value ... to develop and execute sales strategies that align with client goals and industry trends. + Lead discovery sessions...Build strong relationships with stakeholders to become a trusted advisor and thought leader. **Who You Are:** + You… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …interested in both trading operations and progressing toward a Financial Advisor career path. This role provides hands‑on trading responsibilities combined with ... structured exposure to advisor development over the first several years. It's an...a long‑term career in wealth management, portfolio execution, and client advisory services. Key Responsibilities + Execute early‑morning portfolio… more
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