- Charles Schwab (San Francisco, CA)
- …their own destiny. **We are driven** by our purpose to champion every client 's goals with passion and integrity. **We challenge** conventions strategically to create ... problem solving, helping us "challenge the status quo" and transform the financial services industry together. The Managing Director, Wealth Planning & Advice AI… more
- Bowman (Brea, CA)
- …plans for future client opportunities, and establish and drive priorities and financial plan goals for a specific market sector within a region or business unit. ... **At the Operational and Company** **L** **evel** + Provide executive level leadership for a business market sector and...strategic direction to sector staff. + Provide high level client service. + Ensure financial viability and… more
- City National Bank (Los Angeles, CA)
- …CRM projects * Minimum 7 years of experience in a related field ( financial services, CRM / customer relationship management * Salesforce.com Certifications in ... is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as...a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed. *… more
- Guidehouse (Sacramento, CA)
- …**:** Up to 25% **Clearance Required** **:** None **What You Will Do:** Client Relationship Management and Engagement Delivery * Actively manage a portfolio ... and internal policy requirements. * Manage the economics of client engagements, ensuring delivery aligns with approved financial...and develop new clients. * Serve as the lead executive for new business opportunities. * Serve as a… more
- Rincon Consultants (Los Angeles, CA)
- … client managers to support pre-RFP positioning efforts and relationship -building initiatives. **Team Leadership & Process Improvement** + Lead multidisciplinary ... strategic project pursuits. This role collaborates closely with technical leaders, client service managers, and senior executives to develop compelling proposals,… more
- CBRE (Sacramento, CA)
- …a combination of experience and education will be considered. + Demonstrated client relationship management experience, including relationships with CEOs, CFOs ... 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,… more
- Allied Universal (San Francisco, CA)
- …and more. Allied Universal(R) is hiring a Director of Safety & Security for a Client who believes in providing the best Guest Service to all their visitors in the ... caring professionals dedicated to safety and excellence **RESPONSIBILITIES:** + **Enhance Client Relationships:** Serve as the primary point of contact for clients… more
- IBM (San Jose, CA)
- …the successful delivery of consulting engagements. **Your role and responsibilities** * Client Relationship Management: Serve as the primary consultant to key ... the role of HR Transformation, Business Sales & Delivery Executive for Oracle (Band 10), you will play a... client stakeholders, managing relationships, and understanding their business needs… more
- Stanford Health Care (Menlo Park, CA)
- …appropriate government regulations. Acts as a liaison between the client /operational leaders and all other project participants including consultants, contractors, ... and implementation. + Provides leadership and direction in building client engagement, project development, strategic decision-making, project scope and… more
- Stanford Health Care (Menlo Park, CA)
- …appropriate government regulations. Acts as a liaison between the client /operational leaders and all other project participants including consultants, contractors, ... and implementation. + Provides leadership and direction in building client engagement, project development, strategic decision-making, project scope and… more