• Sr. Relationship Manager - Commercial Real Estate

    Bank of America (Newport Beach, CA)
    …obtain SIE, series 7 & 63 within 180 days of start date) **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building ... multifamily project loans as well as entity level financing solutions .The SRM is responsible for managing a portfolio of...to being the primary bank advocate and key financial advisor for the client , the SCM is… more
    Bank of America (05/30/25)
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  • Private Wealth Client Relationship Manager

    Bank of America (San Francisco, CA)
    …PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Private Wealth Client Relationship Manager San Francisco, California **To proceed...Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel +… more
    Bank of America (06/06/25)
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  • Technology Modernization - Anaplan Manager

    Grant Thornton (San Francisco, CA)
    …all levels to manage expectations, ensure satisfaction, and become a trusted business advisor . + Build on client relationships by building, maintaining, and ... Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and...a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a… more
    Grant Thornton (07/23/25)
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  • Service Line Specialist (SPE) - Life Sciences…

    Cognizant (San Francisco, CA)
    …data, analytics, Sales and Marketing operations and IT and become the trusted advisor to senior client executives. + Development of account strategy and ... led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the unique needs...plans across different divisions and buying centers of the client . + Grow our business across Life Sciences clients… more
    Cognizant (06/16/25)
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  • Sr. Technical Solutions Manager

    LiveRamp (San Francisco, CA)
    …internal best practices that level up our broader team. **Responsibilities:** **Technical Client Solutions Management** + Lead the end-to-end onboarding and ... technical adoption of LiveRamp's ad tech solutions , serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build… more
    LiveRamp (06/18/25)
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  • Middle Market Relationship Manager III

    Citizens (Los Angeles, CA)
    …diverse bank products and services through cross-sell partners and acts as a trusted advisor to the client 's executive management team. Must have a strong credit ... background and be able to represent client 's needs internally to deliver appropriate credit solutions that satisfies the client and meets the Bank's risk… more
    Citizens (07/02/25)
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  • Senior Multinational Client Coordinator

    AIG (Los Angeles, CA)
    …every day to explore new opportunities for our clients worldwide. As a trusted advisor , you will tailor multinational insurance solutions for our global clients, ... Senior Multinational Client Coordinator Join us as a Sr. ...and expertise necessary to deliver customized, compliant and seamless solutions that support our clients' risk management objectives. With… more
    AIG (07/18/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (Mountain View, CA)
    …now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite 4x/week, 5 days/week ... + Profit Sharing About the Firm: Join a thriving, independent Registered Investment Advisor (RIA) and financial planning firm with over $1.2 billion in assets under… more
    Robert Half Finance & Accounting (07/22/25)
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  • Client Partner

    Meta (San Francisco, CA)
    **Summary:** Meta is seeking an ambitious, customer centric and relationship-obsessed Client Partner with a passion for strategic planning, operational rigor, and a ... track record of exemplary execution. The Client Partner for Meta's Global Business Group is a...consulting roles 8. 3+ years of experience as proven advisor influencing executives and clients 9. Bachelor's Degree 10.… more
    Meta (07/16/25)
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  • Sr. Solutions Architect - Services Presales…

    SHI (Sacramento, CA)
    … solutions to engage stakeholders at all levels + Ability to analyze client requirements and design solutions that meet their business objectives and budget ... to be a $15 billion global provider of IT solutions and services.** **Over 17,000 organizations worldwide rely on...+ Collaborate with sales teams and clients to understand client requirements, goals, and pain points + Support pre-sales… more
    SHI (07/21/25)
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