- Palo Alto Networks (Santa Clara, CA)
- …PaaS, SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud ... of work, and client roadmaps + Build and maintain long-term trusted advisor relationships with strategic customers and Unit 42 retainer clients + Represent Unit… more
- City National Bank (Los Angeles, CA)
- …risk management processes of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk management to identify, recommend ... adequately identified, fully justified and properly approved. * Acts as internal advisor /partner to CNB's line units regarding loan and credit matters and provides… more
- Kyndryl (Sacramento, CA)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Cushman & Wakefield (Los Angeles, CA)
- …anticipate/respond to all client needs, and generally act as a trusted advisor for comprehensive real estate work + Liaise between TM and client ; ... be responsible for driving front-end retail delivery strategy to meet or exceed client pipeline goals. Individual leads integration with client Retail Strategy,… more
- City National Bank (Santa Monica, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... retention and expansion of existing relationships in their own client portfolio and will actively work with other areas...Act. WHAT WILL YOU DO? * Acquire & deepen client relationships - generate new business and consumer … more
- BMO Financial Group (Newport Beach, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... of productivity against benchmarks + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely… more
- Guidehouse (Sacramento, CA)
- …the pursuit and closure of new consulting engagements + Building deep trusted advisor relationships with key Utility client stakeholders + Collaborating with ... Charged with leading Energy Providers market growth and satisfaction for key client accounts, this role of an **Energy Providers** **Market Director** requires a… more
- BMO Financial Group (Palo Alto, CA)
- …key stakeholders in the Bay Area. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all ... leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth,...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy… more
- City National Bank (San Jose, CA)
- …with staff so that everyone feels informed at all times. * Perception as a trusted advisor by both the staff and the client . * Strong strategic skills that will ... while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial… 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 as a ... trusted advisor to clients who frequently seek strategic advice regarding...strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections… more