• Family Office Sr. CSA

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated and ... experienced Senior Client Service Associate to join its team. This firm...+ Maintain strong relationships with clients' professional teams, including executive assistants and personal CFOs. + Mentor new hires… more
    Robert Half Finance & Accounting (08/16/25)
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  • Senior Marketing Pursuit Manager

    Rincon Consultants (Los Angeles, CA)
    …strategic project pursuits. This role collaborates closely with technical leaders, client service managers, and senior executives to develop compelling proposals, ... qualifications packages, and client -facing materials that support the firm's growth objectives. The...(RFP responses), and presentations. + Draft and edit persuasive executive summaries, project approaches, and resumes. + Lead interview… more
    Rincon Consultants (08/16/25)
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  • Principal, Enterprise Transformation

    IQVIA (San Francisco, CA)
    …a variety of roles that focus primarily within the following core areas: client & project leadership, business development, as well as firm & operational leadership ... roles. The main focus of a principal is to deliver outstanding client service, while building trusted relationships with new and existing clients that enhance the… more
    IQVIA (08/12/25)
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  • HR M&A - Associate Director

    WTW (San Francisco, CA)
    …of multi-country issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate Director, you will ... and day-to-day communication liaison with our clients, trouble shoot issues, create client deliverables, contribute to client management and new business… more
    WTW (08/08/25)
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  • SAP Relationship Manager - High Tech

    Cognizant (Sunnyvale, CA)
    …The SAP Relationship Manager will provide deep expertise in SAP Practice supporting a key client (s) in the Bay Area. In this role, your focus will be on expanding ... Cognizant's SAP services in the assigned client (s), and working closely with the delivery teams to...demonstrated capabilities in building and sustaining relationships + Strong executive presence and gravitas. + Ability to navigate a… more
    Cognizant (08/02/25)
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  • Business Development Senior Director, Global…

    CBRE (Sacramento, CA)
    …210942 Posted 02-May-2025 Service line GWS Segment Role type Full-time Areas of Interest Executive Management, Sales & Leasing Location(s) Remote - US - Remote - US ... - United States of America **The client -facing title for this role is Senior Managing Director,...and grow activities and will lead interactions in a client -facing role in large, regional, and global strategic account… more
    CBRE (08/02/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Sacramento, CA)
    …management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management ... top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both… more
    Umpqua Bank (07/26/25)
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  • Sr. Credit Products Officer-Dealer Financial…

    Bank of America (Newport Beach, CA)
    …discretion of the Credit Products Manager (CPM) in consultation with the Market Executive (ME). The role also serves as Line/Credit approver in conjunction with Risk ... best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis...credit solutions, and the active management of asset quality. Client facing, the CPO collaborates with the Client more
    Bank of America (07/17/25)
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  • Sr Analyst, Finance - Healthcare

    Evolent (Sacramento, CA)
    …departments to gather data, build complex models, and support development of executive -level presentations + Directly collaborate with client supporting various ... for the culture. **What You'll Be Doing:** **Sr Analyst, Client Finance** Put your passion where it meets purpose!...are hiring for a Sr Analyst to join our Client Finance Team. The candidate selected for this role… more
    Evolent (07/03/25)
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  • Business Development Senior Director, Enterprise…

    CBRE (San Francisco, CA)
    …States of America, Tysons - Virginia - United States of America **The client -facing title for this role is Senior Managing Director, Business Development** We are ... seeking a Senior Director, Business Development & Client Solutions (BD&CS), to join our Global Workplace Solutions...to respond effectively to the most sensitive issues. + Executive presence required; ability to make effective and persuasive… more
    CBRE (06/03/25)
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