- Robert Half Office Team (San Diego, CA)
- …Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of ... responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the… more
- Charles Schwab (Irvine, CA)
- …of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. ... your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… more
- Deloitte (Costa Mesa, CA)
- …IT is a successful enabler for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's IT strategy with a focus on ... As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters… more
- Burns & McDonnell (Los Angeles, CA)
- …and revenue growth, aligning 1898 & Co.'s offerings with customer needs. Client Engagement & Relationship Management + Build and maintain trusted advisor ... utilities, regulatory bodies, and industry organizations. + Lead high-impact client meetings, industry presentations, and strategic engagements. + Represent 1898… more
- Fiserv (San Diego, CA)
- …regularly as a key day-to-day point of contact, solving problems, and addressing client pain points to deliver a best-in-class client experience every day. ... sales representative role in RFPs, through to signing new client contracts. + Serve as the primary point of...relationships at a senior level with clients, gaining trusted advisor status. + Experience with eCRM tools, tracking and… more
- SHI (Sacramento, CA)
- …+ **Presales Engagement** + Collaborate with sales teams to understand client requirements, goals, and pain points. + Design and present tailored ... working closely with cross-functional teams to ensure alignment with client needs and business objectives. + Drive revenue growth...and our data solutions. + Act as a trusted advisor to clients, providing expert guidance and technical leadership.… more
- IBM (San Francisco, CA)
- …IBM's Industry Market. In this role, you'll be part of a collaborative, client -facing team that helps organizations use data and AI to improve operations, make ... In this role, you'll be part of a collaborative, client -facing team that helps organizations use data and AI...and transfer technical knowledge. . Act as a trusted advisor by building long-term relationships based on credibility, empathy,… more
- Ensono (Los Angeles, CA)
- …stakeholders in target organizations. Position Ensono as a trusted partner and advisor in managed services. + **Collaboration and Coordination:** Work closely with ... sales, marketing, and product teams to ensure a cohesive approach to client acquisition. Facilitate communication and information sharing to optimize sales efforts.… more
- JPMorgan Chase (Los Angeles, CA)
- …investors. Your role will be important in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's ... extensive network and resources to position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise,… more
- ADP (Rancho Cucamonga, CA)
- …again. However, if it excites you to think that each sales process, each client /prospect interaction, and each day will be different, then you'll reap the rewards ... friendships here. + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more